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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 %
CPSC
1376
Carl P. Sherr & Co
Massachusetts
$268K – – –
RMC
1377
Resources Management Corp
Connecticut
$267K +$93K +468 +53%
DFA
1378
DHJJ Financial Advisors
Illinois
$266K -$9.15K -46 -3%
CAM
1379
Crestone Asset Management
Colorado
$266K – – –
DP
1380
DDD Partners
Washington
$265K +$265K +1,332 New
DE
1381
Day & Ennis
Georgia
$264K +$33K +166 +14%
ULWM
1382
Upper Left Wealth Management
Florida
$264K +$2.19K +11 +0.8%
CB
1383
Community Bank
New York
$264K – – –
BB
1384
Busey Bank
Illinois
$262K +$796 +4 +0.3%
QPWM
1385
Quadrant Private Wealth Management
Pennsylvania
$260K -$88.5K -445 -25%
TF
1386
Theory Financial
Colorado
$259K +$259K +1,301 New
CFG
1387
Cooper Financial Group
California
$258K +$398 +2 +0.2%
WFG
1388
Wills Financial Group
Virginia
$258K – – –
HIGP
1389
Hill Investment Group Partners
Missouri
$257K – – –
KFI
1390
Key Financial Inc
Pennsylvania
$257K -$7.96K -40 -3%
BWM
1391
BCGM Wealth Management
Indiana
$257K +$257K +1,290 New
WPWM
1392
Windward Private Wealth Management
Kansas
$256K -$43.8K -220 -15%
SFG
1393
SNS Financial Group
Minnesota
$255K -$27.2K -137 -10%
MA
1394
MBA Advisors
Pennsylvania
$254K -$9.95K -50 -4%
CAM
1395
Covenant Asset Management
New Jersey
$254K – – –
VNB
1396
Virginia National Bank
Virginia
$254K – – –
WA
1397
WESPAC Advisors
California
$253K +$19.9K +100 +9%
IFWM
1398
Institute for Wealth Management
Colorado
$252K +$8.95K +45 +4%
NRW
1399
Nova R Wealth
Kansas
$251K +$251K +1,260 New
LWCFA
1400
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$251K -$416K -2,094 -62%
54 55
56
57 58