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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 %
KFS
1251
Kelly Financial Services
Massachusetts
$393K -$34K -171 -8%
LWM
1252
LJI Wealth Management
Indiana
$392K +$63.3K +318 +19%
AWC
1253
Adamsbrown Wealth Consultants
Kansas
$392K – – –
AGC
1254
Aspen Grove Capital
Colorado
$392K +$392K +1,969 New
BIAS
1255
Beacon Investment Advisory Services
New Jersey
$390K +$17.1K +86 +5%
CC
1256
Copperleaf Capital
North Carolina
$389K -$69K -347 -15%
ACA
1257
Atlas Capital Advisors
Wyoming
$388K +$40.8K +205 +12%
SFO
1258
Stokes Family Office
Louisiana
$387K -$97.7K -491 -20%
CS
1259
Capital Square
Tennessee
$387K – – –
RPSA
1260
Richard P. Slaughter Associates
Texas
$385K -$3.38K -17 -0.9%
MTIC
1261
Missouri Trust & Investment Company
Missouri
$383K – – –
KL
1262
KWMG LLC
Kansas
$382K -$82.3K -414 -18%
JWBC
1263
John W. Brooker & Co
California
$382K +$199 +1 +0.1%
UL
1264
Unionview LLC
Washington
$382K -$14.5K -73 -4%
ST
1265
Spinnaker Trust
Maine
$380K -$22.3K -112 -6%
CWM
1266
Chemistry Wealth Management
New York
$379K +$162K +816 +75%
PWAG
1267
Polaris Wealth Advisory Group
California
$377K +$65.2K +328 +21%
SIS
1268
Strategic Investment Solutions
Illinois
$376K -$920K -4,957 -71%
SC
1269
Searle & Co
Connecticut
$376K – – –
GLA
1270
Good Life Advisors
Pennsylvania
$376K +$69K +347 +23%
CCG
1271
Cypress Capital Group
Florida
$374K – – –
CCWM
1272
Cassaday & Co Wealth Management
Virginia
$374K +$1.79K +9 +0.5%
PI
1273
Pachira Investments
California
$372K +$65.2K +328 +21%
MIC
1274
Meridian Investment Counsel
California
$371K – – –
APW
1275
Austin Private Wealth
Texas
$371K -$17.7K -89 -5%
49 50
51
52 53