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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 %
GIA
1401
GHP Investment Advisors
Colorado
$239K +$19.9K +108 +9%
ULWM
1402
Upper Left Wealth Management
Florida
$239K -$11.9K -63 -5%
WA
1403
WESPAC Advisors
California
$238K -$2.27K -12 -0.9%
P
1404
Pitcairn
Pennsylvania
$238K – – –
BCMLT
1405
Beacon Capital Management LLC (Tennessee)
Tennessee
$237K – – –
LRPA
1406
L. Roy Papp & Associates
Arizona
$237K +$189 +1 +0.1%
CFS
1407
CGC Financial Services
Oregon
$236K – – –
JWM
1408
JGP Wealth Management
Oregon
$235K +$6.05K +32 +3%
DAM
1409
Derbend Asset Management
Georgia
$234K -$1.32K -7 -0.6%
WHG
1410
Westwood Holdings Group
Texas
$234K -$3.22K -17 -1%
WMWM
1411
Whitaker-Myers Wealth Managers
Ohio
$232K -$145K -765 -38%
RMCM
1412
Reynders McVeigh Capital Management
Massachusetts
$232K -$34.7K -183 -13%
GWM
1413
GSB Wealth Management
Connecticut
$232K +$189 +1 +0.1%
LWCFA
1414
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$231K – – –
GFS
1415
GYL Financial Synergies
Connecticut
$230K – – –
CAM
1416
Covenant Asset Management
New Jersey
$230K -$11.3K -60 -5%
FFA
1417
First Foundation Advisors
California
$230K -$72.6K -384 -24%
LOPW
1418
Live Oak Private Wealth
North Carolina
$230K – – –
CWM
1419
Campbell Wealth Management
Virginia
$229K +$229K +1,212 New
ACP
1420
Aviance Capital Partners
Florida
$229K +$2.65K +14 +1%
ACG
1421
Allen Capital Group
Nebraska
$229K +$2.99K +16 +1%
SBF
1422
Sara-Bay Financial
Florida
$228K +$30.6K +162 +15%
JDR
1423
Jay D. Rosenbaum
$228K +$228K +1,207 New
CRC
1424
Curi RMB Capital
Illinois
$227K +$13.2K +70 +6%
CFAM
1425
Coury Firm Asset Management
Pennsylvania
$227K +$756 +4 +0.3%
55 56
57
58 59