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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 %
PTP
1451
Platform Technology Partners
New York
$221K -$72.9K -360 -25%
FWI
1452
Facet Wealth Inc
Maryland
$221K +$221K +1,076 New
NRWA
1453
North Ridge Wealth Advisors
Oregon
$218K – – –
SMWM
1454
Silvia McColl Wealth Management
California
$218K – – –
CPC
1455
Consolidated Planning Corp
Georgia
$218K +$218K +1,094 New
ZIC
1456
ZWJ Investment Counsel
Georgia
$218K -$9.55K -48 -4%
I
1457
INVST
Indiana
$217K +$217K +1,092 New
PWM
1458
PBMares Wealth Management
Virginia
$216K -$2.39K -12 -1%
CHJWM
1459
Carlton Hofferkamp & Jenks Wealth Management
Texas
$216K +$216K +1,056 New
MAA
1460
Matrix Asset Advisors
New York
$214K +$199 +1 +0.1%
AWM
1461
Aprio Wealth Management
Georgia
$214K -$18.9K -95 -8%
WP
1462
Westmount Partners
California
$214K -$24.7K -124 -10%
SPA
1463
Sentinel Pension Advisors
Massachusetts
$213K -$20.3K -102 -9%
FWM
1464
Fairhaven Wealth Management
Illinois
$212K +$212K +1,064 New
GC
1465
Grimes & Company
Massachusetts
$211K +$211K +1,062 New
SM
1466
Sensible Money
Arizona
$211K – – –
LSPW
1467
Lake Street Private Wealth
Illinois
$211K -$1.99K -10 -0.9%
SBIA
1468
Sheaff Brock Investment Advisors
Indiana
$211K +$199 +1 +0.1%
EW
1469
Enzi Wealth
Texas
$209K -$32.7K -159 -14%
IIC
1470
Ironwood Investment Counsel
Arizona
$208K -$39.2K -197 -16%
SBF
1471
Sara-Bay Financial
Florida
$208K +$208K +1,046 New
ES
1472
ETF Store
Kansas
$207K +$207K +1,003 New
HCM
1473
Howland Capital Management
Massachusetts
$207K +$207K +1,042 New
WA
1474
Wambolt & Associates
Colorado
$207K -$53.9K -271 -21%
KDA
1475
Kraft Davis & Associates
Missouri
$207K +$207K +1,022 New
57 58
59
60 61