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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 %
P
1401
Pitcairn
Pennsylvania
$250K – – –
PJSIMP
1402
P.J. Schmidt Investment Management (PJS)
Wisconsin
$250K +$20.6K +100 +9%
HSBC Holdings
1403
HSBC Holdings
United Kingdom
$249K -$76K -382 -23%
LRPA
1404
L. Roy Papp & Associates
Arizona
$249K – – –
WHG
1405
Westwood Holdings Group
Texas
$249K +$249K +1,253 New
DAM
1406
Derbend Asset Management
Georgia
$248K +$4.78K +24 +2%
CFS
1407
CGC Financial Services
Oregon
$248K +$248K +1,247 New
TFGT
1408
TS Financial Group (TSFG)
Illinois
$248K -$66.5K -334 -21%
B
1409
Bensler
Washington
$248K -$26.3K -132 -10%
APP
1410
Avantax Planning Partners
Iowa
$246K +$11.5K +58 +5%
T
1411
TCWP
Ohio
$245K +$20.3K +102 +9%
RF
1412
RHS Financial
California
$244K +$3.58K +18 +1%
GWM
1413
GSB Wealth Management
Connecticut
$244K -$9.55K -48 -4%
MFA
1414
Millington Financial Advisors
Illinois
$243K -$6.36K -32 -3%
3LCM
1415
3D/L Capital Management
Connecticut
$243K -$168K -847 -41%
GFS
1416
GYL Financial Synergies
Connecticut
$242K – – –
BMO
1417
Beck Mack & Oliver
New York
$242K -$5.97K -30 -2%
LOPW
1418
Live Oak Private Wealth
North Carolina
$242K – – –
RCM
1419
Raleigh Capital Management
North Carolina
$241K +$13.7K +69 +6%
JWM
1420
JGP Wealth Management
Oregon
$241K +$1.99K +10 +0.8%
ACG
1421
Allen Capital Group
Nebraska
$241K -$199 -1 -0.1%
GIA
1422
GHP Investment Advisors
Colorado
$241K +$5.86K +29 +2%
OC
1423
Oarsman Capital
Wisconsin
$240K +$17.1K +86 +8%
DA
1424
Detalus Advisors
Missouri
$239K +$239K +1,201 New
RFN
1425
RDA Financial Network
Iowa
$238K -$41.4K -208 -15%
55 56
57
58 59