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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 %
LWM
1301
Laidlaw Wealth Management
New York
$344K +$344K +1,729 New
CWS
1302
Confluence Wealth Services
Pennsylvania
$339K -$12.9K -65 -4%
CT
1303
Clearstead Trust
Maine
$338K +$988 +5 +0.3%
LW
1304
Linscomb Wealth
Texas
$336K +$48.7K +245 +17%
IWA
1305
Inspirion Wealth Advisors
Illinois
$336K -$10.5K -53 -3%
GP
1306
Girard Partners
Pennsylvania
$336K -$20.1K -101 -6%
NYLIM
1307
New York Life Investment Management
New York
$335K +$335K +1,682 New
MC
1308
Middleton & Co
Massachusetts
$334K +$334K +1,680 New
ECG
1309
EPIQ Capital Group
California
$333K +$1.39K +7 +0.4%
BW
1310
Bison Wealth
Georgia
$333K – – –
TFA
1311
Triad Financial Advisors
North Carolina
$332K +$1.79K +9 +0.5%
OFP
1312
OLIO Financial Planning
Virginia
$329K +$38K +191 +13%
CAM
1313
Carret Asset Management
New York
$327K – – –
SWRP
1314
Summit Wealth & Retirement Planning
California
$326K +$326K +1,638 New
VT
1315
Vise Technologies
New York
$323K -$12.7K -64 -4%
RRC
1316
Relaxing Retirement Coach
Massachusetts
$323K – – –
ZIM
1317
Zacks Investment Management
Illinois
$322K +$103K +516 +47%
TAM
1318
Tocqueville Asset Management
New York
$322K – – –
AWM
1319
AllSquare Wealth Management
New York
$320K -$18.8K -101 -6%
FG
1320
Foster Group
Iowa
$319K +$48.5K +244 +18%
PCH
1321
PGIM Custom Harvest
New Jersey
$319K -$2.59K -13 -0.8%
FFA
1322
First Foundation Advisors
California
$318K +$318K +1,600 New
TVWM
1323
Tower View Wealth Management
Wisconsin
$318K -$155K -780 -33%
PSP
1324
Pacific Sage Partners
Washington
$317K – – –
WA
1325
WealthTrust Axiom
Pennsylvania
$316K – – –
51 52
53
54 55