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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 %
IPW
1301
Impact Partnership Wealth
Georgia
$330K -$8.52M -45,051 -96%
SFO
1302
Stokes Family Office
Louisiana
$328K -$39.5K -209 -11%
KL
1303
KWMG LLC
Kansas
$328K -$35.2K -186 -10%
TW
1304
TrinityPoint Wealth
Connecticut
$328K +$378 +2 +0.1%
BW
1305
Bison Wealth
Georgia
$328K +$11.2K +59 +4%
CWS
1306
Confluence Wealth Services
Pennsylvania
$325K +$2.84K +15 +0.9%
CC
1307
Cannell & Co
New York
$320K +$52.6K +278 +20%
MWA
1308
Monograph Wealth Advisors
California
$319K +$319K +1,686 New
ECG
1309
EPIQ Capital Group
California
$318K +$1.14K +6 +0.4%
GP
1310
Girard Partners
Pennsylvania
$317K -$2.46K -13 -0.8%
GKWIM
1311
Gerber Kawasaki Wealth & Investment Management
California
$315K -$18.5K -98 -6%
IA
1312
IFG Advisory
Georgia
$315K +$315K +1,664 New
IWA
1313
Inspirion Wealth Advisors
Illinois
$314K -$5.29K -28 -2%
CAM
1314
Carret Asset Management
New York
$311K – – –
LWM
1315
Lodestone Wealth Management
Washington
$310K -$21.7K -115 -7%
SWRP
1316
Summit Wealth & Retirement Planning
California
$310K – – –
TFA
1317
Triad Financial Advisors
North Carolina
$309K -$6.62K -35 -2%
MC
1318
Middleton & Co
Massachusetts
$308K -$9.45K -50 -3%
DFG
1319
Delta Financial Group
New Jersey
$307K +$307K +1,623 New
TAM
1320
Tocqueville Asset Management
New York
$306K – – –
CT
1321
Clearstead Trust
Maine
$306K -$18K -95 -6%
TA
1322
Tactive Advisors
Florida
$304K +$29.3K +155 +11%
TVWM
1323
Tower View Wealth Management
Wisconsin
$304K +$1.51K +8 +0.5%
CC
1324
Callan Capital
California
$304K +$6.81K +36 +2%
CCG
1325
Coastwise Capital Group
California
$303K +$303K +1,602 New
51 52
53
54 55