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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 %
ZIM
1351
Zacks Investment Management
Illinois
$279K -$27K -143 -9%
FIM
1352
Fernwood Investment Management
Massachusetts
$279K +$67.3K +356 +32%
GWANC
1353
Guardian Wealth Advisors (North Carolina)
North Carolina
$279K -$1.35K -7 -0.5%
WFA
1354
WMG Financial Advisors
Tennessee
$278K +$16K +84 +6%
AWM
1355
Austin Wealth Management
Texas
$276K +$276K +1,430 New
FCC
1356
Flower City Capital
New York
$274K – – –
B
1357
Bridgeworth
Alabama
$274K -$21.2K -112 -7%
CC
1358
Copperleaf Capital
North Carolina
$274K -$96.2K -509 -26%
CNB
1359
Camden National Bank
Maine
$274K -$2.84K -15 -1%
TC
1360
Trilogy Capital
California
$273K -$5.48K -29 -2%
CAM
1361
Congress Asset Management
Massachusetts
$273K – – –
HA
1362
Herold Advisors
New York
$271K -$2.65K -14 -1%
HW
1363
Hancock Whitney
Mississippi
$270K -$5.67K -30 -2%
PCM
1364
Pennsylvania Capital Management
Pennsylvania
$270K -$62.6K -331 -19%
WAM
1365
WNY Asset Management
New York
$270K -$122K -645 -31%
AIC
1366
Archer Investment Corporation
Indiana
$270K +$8.13K +43 +3%
MWM
1367
Mascoma Wealth Management
New Hampshire
$269K – – –
I
1368
INVST
Indiana
$269K +$63K +333 +30%
WSWA
1369
Warren Street Wealth Advisors
California
$269K – – –
MWP
1370
Madison Wealth Partners
Wisconsin
$269K – – –
KW
1371
KWB Wealth
California
$269K – – –
HPC
1372
HM Payson & Co
Maine
$266K +$3.4K +18 +1%
DE
1373
Day & Ennis
Georgia
$265K +$14.6K +77 +6%
ACM
1374
Advance Capital Management
Michigan
$264K -$11.2K -59 -4%
RZH
1375
Relyea Zuckerberg Hanson
Connecticut
$263K -$9.64K -51 -4%
53 54
55
56 57