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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,661 hedge funds and large institutions have $25.2B invested in Vanguard Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 754 increasing their positions, 586 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,661
Holders Change
-2
Holders Change %
-0.12%
% of All Funds
26.48%
Holding in Top 10
165
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.94%
% of All Funds
2.63%
New
79
Increased
754
Reduced
586
Closed
62
Calls
$21.9M
Puts
$5.23M
Net Calls
+$16.7M
Net Calls Change
+$4.62M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$72.5M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$56.7M
3
State Street
State Street
Massachusetts
+$51.1M
4
Comerica Bank
Comerica Bank
Texas
+$48M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$43.2M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$123M
2
MRC
Millburn Ridgefield Corp
New York
-$75M
3
CCA
Catalyst Capital Advisors
New York
-$75M
4
Bank of America
Bank of America
North Carolina
-$64.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$54.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
1276
Cypress Capital Group
Florida
$355K – – –
AWM
1277
AllSquare Wealth Management
New York
$355K +$29.9K +158 +9%
CCWM
1278
Cassaday & Co Wealth Management
Virginia
$355K – – –
AWM
1279
Angeles Wealth Management
California
$355K -$298K -1,575 -46%
BIAS
1280
Beacon Investment Advisory Services
New Jersey
$353K -$17.6K -93 -5%
MIC
1281
Meridian Investment Counsel
California
$352K – – –
RCM
1282
Raleigh Capital Management
North Carolina
$352K +$123K +651 +54%
PP
1283
Patron Partners
Texas
$351K +$22.3K +118 +7%
RIL
1284
Rothschild Investment LLC
Illinois
$351K +$19.8K +105 +6%
PCA
1285
Pallas Capital Advisors
Massachusetts
$349K -$91.6K -519 -21%
WP
1286
WealthShield Partners
North Carolina
$346K – – –
FNBOMD
1287
First National Bank of Mount Dora
Florida
$344K – – –
WFS
1288
Weitzel Financial Services
Iowa
$344K -$27.6K -150 -7%
HWP
1289
Hibernia Wealth Partners
Louisiana
$343K +$343K +1,815 New
OFP
1290
OLIO Financial Planning
Virginia
$342K +$29.3K +155 +9%
KWA
1291
Kingswood Wealth Advisors
California
$340K -$163K -864 -32%
MIA
1292
Milestone Investment Advisors
Wisconsin
$339K – – –
APW
1293
Austin Private Wealth
Texas
$337K -$14.9K -79 -4%
KCPG
1294
Kavar Capital Partners Group
Kansas
$337K +$1.51K +8 +0.5%
MAM
1295
McCarthy Asset Management
California
$335K +$945 +5 +0.3%
HGWM
1296
Horst & Graben Wealth Management
Oregon
$333K +$567 +3 +0.2%
TWM
1297
Tolleson Wealth Management
Texas
$333K – – –
EWM
1298
Evergreen Wealth Management
Michigan
$333K -$196K -1,035 -37%
TCWM
1299
Total Clarity Wealth Management
Illinois
$332K -$1.51K -8 -0.5%
PCMK
1300
Paragon Capital Management (Kansas)
Kansas
$331K +$946 +5 +0.3%
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