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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 %
FCIM
1276
Fairview Capital Investment Management
California
$369K – – –
VCM
1277
Vision Capital Management
Oregon
$367K – – –
WP
1278
WealthShield Partners
North Carolina
$364K +$10.9K +55 +3%
FNBOMD
1279
First National Bank of Mount Dora
Florida
$362K – – –
RFP
1280
Root Financial Partners
California
$362K +$18.3K +92 +5%
FANJ
1281
Financial Architects (New Jersey)
New Jersey
$360K -$9.95K -50 -3%
MIC
1282
Means Investment Company
Maine
$359K +$597 +3 +0.2%
WJA
1283
Willis Johnson & Associates
Texas
$359K -$53.3K -268 -13%
MIA
1284
Milestone Investment Advisors
Wisconsin
$357K – – –
MFG
1285
MidWestOne Financial Group
Iowa
$356K – – –
FCB
1286
First County Bank
Connecticut
$353K -$77.8K -391 -18%
AGP
1287
Autumn Glory Partners
Texas
$353K +$353K +1,775 New
KCPG
1288
Kavar Capital Partners Group
Kansas
$353K – – –
MAM
1289
McCarthy Asset Management
California
$352K -$43K -216 -11%
GKWIM
1290
Gerber Kawasaki Wealth & Investment Management
California
$351K +$22.9K +115 +7%
TCWM
1291
Total Clarity Wealth Management
Illinois
$351K -$2.59K -13 -0.7%
HGWM
1292
Horst & Graben Wealth Management
Oregon
$350K -$24.7K -124 -7%
TWM
1293
Tolleson Wealth Management
Texas
$350K – – –
PCM
1294
Pennsylvania Capital Management
Pennsylvania
$350K -$99K -498 -22%
LWM
1295
Lodestone Wealth Management
Washington
$349K -$2.19K -11 -0.6%
CAS
1296
Coppell Advisory Solutions
Texas
$349K -$816K -4,125 -70%
RIL
1297
Rothschild Investment LLC
Illinois
$348K +$348K +1,752 New
PCMK
1298
Paragon Capital Management (Kansas)
Kansas
$347K +$110K +554 +46%
PP
1299
Patron Partners
Texas
$346K -$6.76K -34 -2%
TW
1300
TrinityPoint Wealth
Connecticut
$345K +$199 +1 +0.1%
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