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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 %
DACG
1326
Donor Advised Charitable Giving
California
$312K -$8.35K -42 -3%
EWM
1327
Elmwood Wealth Management
California
$312K +$199 +1 +0.1%
CC
1328
Callan Capital
California
$312K +$23.5K +118 +8%
DLCIG
1329
D.L. Carlson Investment Group
New Hampshire
$311K – – –
B
1330
Bridgeworth
Alabama
$310K +$75.6K +380 +32%
SXL
1331
Summit X LLC
Missouri
$310K +$10.9K +55 +4%
CD
1332
Chapin Davis
Maryland
$309K +$2.39K +12 +0.8%
ECM
1333
EagleClaw Capital Management
Massachusetts
$308K – – –
MPCL
1334
My Personal CFO LLC
Washington
$304K +$398 +2 +0.1%
RCG
1335
Resource Consulting Group
Florida
$303K – – –
TC
1336
Trilogy Capital
California
$303K -$391K -1,902 -56%
DDC
1337
DF Dent & Co
Maryland
$300K – – –
C
1338
Certuity
Florida
$300K -$234K -1,177 -44%
DA
1339
Drake & Associates
Wisconsin
$299K +$13.9K +70 +5%
BHWM
1340
Bar Harbor Wealth Management
New Hampshire
$297K +$5.77K +29 +2%
WW
1341
Waterfront Wealth
Kansas
$296K -$60.7K -294 -17%
SKK
1342
Shepherd Kaplan Krochuk
Massachusetts
$296K -$84.6K -425 -22%
HIG
1343
Heritage Investment Group
Florida
$295K – – –
LA
1344
LexAurum Advisors
Kansas
$295K -$45.3K -228 -13%
GEA
1345
Glen Eagle Advisors
New Jersey
$293K +$14.2K +64 +5%
CNB
1346
Camden National Bank
Maine
$291K +$3.78K +19 +1%
FWTB
1347
First Western Trust Bank
Colorado
$290K -$19.3K -97 -6%
BWP
1348
Balboa Wealth Partners
Arizona
$290K +$6.56K +33 +2%
MWM
1349
Mascoma Wealth Management
New Hampshire
$290K -$179K -880 -38%
HW
1350
Hancock Whitney
Mississippi
$290K +$59.6K +300 +26%
52 53
54
55 56