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 %
B
1451
Bensler
Washington
$217K -$18.2K -96 -8%
FTC
1452
Farmers Trust Company
Ohio
$217K – – –
HCA
1453
Heck Capital Advisors
Wisconsin
$216K +$945 +5 +0.4%
CMP
1454
Courage Miller Partners
Virginia
$216K -$3.97K -21 -2%
CCT
1455
Capital City Trust
Florida
$216K +$216K +1,141 New
BIP
1456
Blueprint Investment Partners
North Carolina
$216K +$216K +1,140 New
AWA
1457
Aletheian Wealth Advisors
Washington
$214K +$214K +1,131 New
TW
1458
Transform Wealth
Colorado
$214K -$213K -1,126 -50%
OWA
1459
Opal Wealth Advisors
New York
$213K +$19.3K +102 +10%
PP
1460
Pegasus Partners
Wisconsin
$211K +$211K +1,115 New
DIP
1461
Davis Investment Partners
North Carolina
$207K – – –
SMWM
1462
Silvia McColl Wealth Management
California
$207K – – –
ZIC
1463
ZWJ Investment Counsel
Georgia
$207K – – –
GC
1464
Grimes & Company
Massachusetts
$205K +$4.54K +24 +2%
RWRC
1465
R.W. Roge & Company
New York
$205K +$3.5K +20 +2%
DB
1466
Dravo Bay
Delaware
$205K +$205K +1,082 New
AWM
1467
Aprio Wealth Management
Georgia
$204K +$567 +3 +0.3%
WP
1468
Westmount Partners
California
$204K +$567 +3 +0.3%
MAA
1469
Matrix Asset Advisors
New York
$204K – – –
LC
1470
Lincoln Capital
Nebraska
$203K -$18K -95 -8%
DA
1471
Drake & Associates
Wisconsin
$202K -$82.2K -435 -29%
PTP
1472
Platform Technology Partners
New York
$202K -$4.54K -24 -2%
LSPW
1473
Lake Street Private Wealth
Illinois
$201K +$190 +1 +0.1%
SM
1474
Sensible Money
Arizona
$201K – – –
NAG
1475
Northstar Advisory Group
New Jersey
$201K +$4.73K +25 +2%
57 58
59
60 61