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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
$167M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$248M
3
Bank of America
Bank of America
North Carolina
$3.98B
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$77.7M
5
Morgan Stanley
Morgan Stanley
New York
$1.34B

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$791M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$1.29B
3
AAS
Annex Advisory Services
Wisconsin
$52.4M
4
LPL Financial
LPL Financial
California
$584M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
126
PrairieView Partners
Minnesota
$25.7M +$971K +4,880 +4%
RFC
127
Regions Financial Corp
Alabama
$25.6M -$586K -2,945 -2%
WF
128
Whelan Financial
California
$25M +$655K +3,293 +3%
SCA
129
Scott Capital Advisors
Oregon
$24.9M +$1.04M +5,218 +4%
BOH
130
Bank of Hawaii
Hawaii
$24.8M -$420K -2,110 -2%
EC
131
Estate Counselors
Wisconsin
$24.2M +$934K +4,696 +4%
RC
132
Randolph Company
Ohio
$24M -$30.8K -155 -0.1%
PAS
133
Park Avenue Securities
New York
$23.9M +$4.3M +21,603 +22%
HIF
134
Hill Island Financial
Michigan
$23.5M +$625K +3,141 +3%
JIC
135
Joel Isaacson & Co
New York
$23.1M +$1.62M +8,160 +8%
AWM
136
AE Wealth Management
Kansas
$23M +$6.6M +33,208 +40%
SW
137
SoFi Wealth
California
$22.8M +$1.42M +7,118 +7%
IWC
138
Integrated Wealth Concepts
Massachusetts
$22.7M +$6.84M +34,376 +43%
WIC
139
Whitegate Investment Counselors
New Hampshire
$22.6M -$1.97M -9,924 -8%
ANTB
140
AMG National Trust Bank
Colorado
$22.4M -$604K -3,039 -3%
MWP
141
Moller Wealth Partners
$22.4M +$337K +1,694 +2%
PWMAG
142
Pinnacle Wealth Management Advisory Group
New Jersey
$22M +$788K +3,964 +4%
CFFP
143
Center for Financial Planning
Michigan
$21.9M +$263K +1,322 +1%
Northern Trust
144
Northern Trust
Illinois
$21.8M -$1.13M -5,683 -5%
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$21.7M -$2.86M -14,394 -12%
FSWA
146
Financial Synergies Wealth Advisors
Texas
$21.5M -$5.55M -27,929 -21%
IFPL
147
Investments & Financial Planning LLC
Kentucky
$21.4M +$806K +4,053 +4%
DIP
148
DT Investment Partners
Pennsylvania
$21.3M +$503K +2,421 +2%
BI
149
Ballast Inc
Kentucky
$21.2M +$700K +3,522 +3%
BCM
150
Brookstone Capital Management
Illinois
$20.8M +$1.77M +8,959 +9%
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