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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 %
TA
1351
Tactive Advisors
Florida
$289K +$289K +1,453 New
ACM
1352
Advance Capital Management
Michigan
$289K -$13.9K -70 -5%
FCC
1353
Flower City Capital
New York
$289K – – –
JWCA
1354
J.W. Coons Advisors
Ohio
$288K +$29.8K +150 +12%
GWANC
1355
Guardian Wealth Advisors (North Carolina)
North Carolina
$288K +$34.8K +175 +14%
HA
1356
Herold Advisors
New York
$288K -$2.19K -11 -0.8%
PAIM
1357
Punch & Associates Investment Management
Minnesota
$287K +$50.7K +255 +21%
RZH
1358
Relyea Zuckerberg Hanson
Connecticut
$287K -$4.58K -23 -2%
CAM
1359
Congress Asset Management
Massachusetts
$287K – – –
WSWA
1360
Warren Street Wealth Advisors
California
$283K -$1.19K -6 -0.4%
MWP
1361
Madison Wealth Partners
Wisconsin
$283K -$34.4K -173 -11%
CC
1362
Cannell & Co
New York
$281K +$9.35K +47 +3%
RMCM
1363
Reynders McVeigh Capital Management
Massachusetts
$280K +$12.9K +65 +5%
HPC
1364
HM Payson & Co
Maine
$277K +$169K +852 +158%
VFPW
1365
Vantage Financial Partners (Wisconsin)
Wisconsin
$276K +$1.19K +6 +0.4%
AIC
1366
Archer Investment Corporation
Indiana
$275K +$15.9K +80 +6%
BST
1367
Bath Savings Trust
Maine
$274K +$60.3K +303 +28%
WFA
1368
WMG Financial Advisors
Tennessee
$273K -$13.5K -68 -5%
VIA
1369
Vident Investment Advisory
Georgia
$271K – – –
CA
1370
Cornerstone Advisory
Maryland
$270K +$16.1K +81 +6%
NDSI
1371
Newman Dignan & Sheerar Inc
Rhode Island
$270K +$995 +5 +0.4%
SGWM
1372
Sterling Group Wealth Management
California
$269K +$29.6K +149 +12%
KW
1373
KWB Wealth
California
$269K -$83.9K -422 -24%
CG
1374
Clifford Group
Massachusetts
$269K – – –
CEI
1375
Clark Estates Inc
New York
$269K +$269K +1,350 New
53 54
55
56 57