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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,663 hedge funds and large institutions have $26B invested in Vanguard Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 731 increasing their positions, 613 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,663
Holders Change
+28
Holders Change %
+1.71%
% of All Funds
26.23%
Holding in Top 10
170
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-4.49%
% of All Funds
2.68%
New
102
Increased
731
Reduced
613
Closed
61
Calls
$19.6M
Puts
$7.58M
Net Calls
+$12.1M
Net Calls Change
-$1.22M

Top Buyers

1
PPFA
Provida Pension Fund Administrator
Chile
+$165M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$116M
3
Bank of America
Bank of America
North Carolina
+$61M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$55.8M
5
Morgan Stanley
Morgan Stanley
New York
+$53.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.88B
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$200M
3
AAS
Annex Advisory Services
Wisconsin
-$168M
4
LPL Financial
LPL Financial
California
-$126M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$71.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFM
1226
Forum Financial Management
Illinois
$423K -$8.75K -44 -2%
WDG
1227
Wealth Dimensions Group
Ohio
$422K +$1.59K +8 +0.4%
SSWM
1228
Smith Salley Wealth Management
North Carolina
$418K -$287K -1,444 -41%
FIB
1229
First Interstate Bank
Montana
$418K -$8.15K -41 -2%
WIP
1230
WealthCare Investment Partners
Rhode Island
$416K -$98.8K -500 -19%
GAM
1231
Griffin Asset Management
New York
$415K -$7.36K -37 -2%
LL
1232
LPWM LLC
Minnesota
$414K -$12K -60 -3%
OW
1233
Olistico Wealth
Oklahoma
$413K – – –
NB
1234
Nicolet Bankshares
Wisconsin
$412K +$24.5K +123 +6%
BFC
1235
Bedel Financial Consulting
Indiana
$412K +$10.9K +55 +3%
WAM
1236
WNY Asset Management
New York
$412K +$5.17K +26 +1%
GAM
1237
GEM Asset Management
Michigan
$408K +$63.3K +318 +18%
MAM
1238
Meeder Asset Management
Ohio
$404K -$16.5K -83 -4%
WEG
1239
World Equity Group
Illinois
$404K -$4.02M -20,211 -91%
RWA
1240
Redhawk Wealth Advisors
Minnesota
$403K +$403K +2,025 New
SAM
1241
Silvercrest Asset Management
New York
$402K +$90.5K +455 +29%
WFS
1242
Weitzel Financial Services
Iowa
$402K – – –
CWM
1243
Capital Wealth Management
Rhode Island
$399K -$46.7K -235 -10%
TNA
1244
True North Advisors
Texas
$398K +$398K +2,003 New
NAM
1245
NTV Asset Management
West Virginia
$397K – – –
WMWM
1246
Whitaker-Myers Wealth Managers
Ohio
$397K +$39.8K +200 +11%
RA
1247
Riverstone Advisors
Texas
$396K +$27.4K +138 +7%
NPF
1248
Norris Perne & French
Michigan
$396K – – –
IA
1249
Insight Advisors
Pennsylvania
$395K -$398 -2 -0.1%
LFA
1250
LifeGuide Financial Advisors
Pennsylvania
$393K – – –
48 49
50
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