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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 %
CFAM
1426
Coury Firm Asset Management
Pennsylvania
$238K -$8.95K -45 -4%
ACP
1427
Aviance Capital Partners
Florida
$238K -$39.8K -200 -14%
OC
1428
Oakworth Capital
Alabama
$238K +$59.7K +300 +34%
BCMLT
1429
Beacon Capital Management LLC (Tennessee)
Tennessee
$237K +$398 +2 +0.2%
VPIM
1430
Vanguard Personalized Indexing Management
California
$236K -$23.7K -119 -9%
MNBTD
1431
Moody National Bank Trust Division
Texas
$236K – – –
AFA
1432
Alpha Financial Advisors
North Carolina
$235K – – –
BI
1433
Berkeley Inc
Idaho
$235K -$49.5K -249 -17%
WDL
1434
Well Done LLC
Michigan
$235K +$2.59K +13 +1%
DIP
1435
Davis Investment Partners
North Carolina
$232K +$232K +1,128 New
AMIM
1436
Aull & Monroe Investment Management
Alabama
$232K – – –
LC
1437
Lincoln Capital
Nebraska
$232K – – –
IWP
1438
IAG Wealth Partners
Wisconsin
$231K -$11.1K -56 -5%
CMP
1439
Courage Miller Partners
Virginia
$231K – – –
PCTC
1440
Perkins Coie Trust Company
Washington
$231K -$7.96K -40 -3%
CFO
1441
Callan Family Office
Pennsylvania
$231K +$231K +1,159 New
ACM
1442
Advisors Capital Management
New Jersey
$230K -$117K -589 -34%
BMWM
1443
Brown Miller Wealth Management
Virginia
$230K – – –
FTC
1444
Farmers Trust Company
Ohio
$229K -$39.8K -200 -15%
RWRC
1445
R.W. Roge & Company
New York
$228K – – –
HCA
1446
Heck Capital Advisors
Wisconsin
$227K -$268K -1,348 -54%
FCA
1447
FinTrust Capital Advisors
South Carolina
$225K – – –
CRC
1448
Curi RMB Capital
Illinois
$225K -$54.1K -272 -19%
TC
1449
Truvestments Capital
Florida
$224K -$19.1K -96 -8%
FIM
1450
Fernwood Investment Management
Massachusetts
$222K +$4.97K +25 +2%
56 57
58
59 60