VB icon

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 %
VFPW
1376
Vantage Financial Partners (Wisconsin)
Wisconsin
$262K -$756 -4 -0.3%
CA
1377
Cornerstone Advisory
Maryland
$260K +$3.59K +19 +1%
HI
1378
Human Investing
Oregon
$259K +$259K +1,369 New
LWM
1379
Laidlaw Wealth Management
New York
$258K -$69K -365 -21%
AFA
1380
Alpha Financial Advisors
North Carolina
$257K +$33.1K +175 +15%
NDSI
1381
Newman Dignan & Sheerar Inc
Rhode Island
$256K – – –
SGWM
1382
Sterling Group Wealth Management
California
$256K – – –
CG
1383
Clifford Group
Massachusetts
$255K – – –
CEI
1384
Clark Estates Inc
New York
$255K – – –
CPSC
1385
Carl P. Sherr & Co
Massachusetts
$255K – – –
DFA
1386
DHJJ Financial Advisors
Illinois
$253K – – –
KFI
1387
Key Financial Inc
Pennsylvania
$253K +$8.13K +43 +3%
AWE
1388
Avidian Wealth Enterprises
Texas
$250K +$250K +1,325 New
RMC
1389
Resources Management Corp
Connecticut
$250K -$3.59K -19 -1%
ITIM
1390
Indiana Trust & Investment Management
Indiana
$248K +$248K +1,313 New
DP
1391
DDD Partners
Washington
$247K – – –
CAM
1392
Crestone Asset Management
Colorado
$247K -$6.24K -33 -2%
WFG
1393
Wills Financial Group
Virginia
$245K – – –
HIGP
1394
Hill Investment Group Partners
Missouri
$244K – – –
BWM
1395
BCGM Wealth Management
Indiana
$244K +$378 +2 +0.2%
SFG
1396
SNS Financial Group
Minnesota
$243K – – –
WPWM
1397
Windward Private Wealth Management
Kansas
$241K -$2.08K -11 -0.9%
VCA
1398
Verdence Capital Advisors
Maryland
$241K +$241K +1,273 New
MA
1399
MBA Advisors
Pennsylvania
$241K -$945 -5 -0.4%
IFWM
1400
Institute for Wealth Management
Colorado
$240K – – –
54 55
56
57 58