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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
$293M
3
State Street
State Street
Massachusetts
$135M
4
Comerica Bank
Comerica Bank
Texas
$48M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$796M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
$36.1M
2
MRC
Millburn Ridgefield Corp
New York
$61.9M
3
CCA
Catalyst Capital Advisors
New York
$61.9M
4
Bank of America
Bank of America
North Carolina
$3.71B
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
126
PrairieView Partners
Minnesota
$25.1M +$635K +3,356 +3%
NW
127
NewEdge Wealth
Pennsylvania
$25M +$237K +1,251 +1%
JIC
128
Joel Isaacson & Co
New York
$25M +$3.06M +16,172 +14%
PWLP
129
Prio Wealth Limited Partnership
Massachusetts
$24.9M +$203K +1,073 +0.8%
CTB
130
Country Trust Bank
Illinois
$24.8M -$11.3M -59,888 -31%
Franklin Resources
131
Franklin Resources
California
$24.5M +$20.9M +110,364 +578%
WF
132
Whelan Financial
California
$24.4M +$699K +3,695 +3%
SAM
133
SP Asset Management
California
$24.1M +$4.53M +23,979 +23%
RFC
134
Regions Financial Corp
Alabama
$24M -$284K -1,504 -1%
Envestnet Portfolio Solutions
135
Envestnet Portfolio Solutions
Illinois
$23.4M +$23.4M +123,830 New
BOH
136
Bank of Hawaii
Hawaii
$23.3M -$350K -1,852 -1%
SW
137
SoFi Wealth
California
$23M +$1.3M +6,865 +6%
HIF
138
Hill Island Financial
Michigan
$23M +$603K +3,187 +3%
RC
139
Randolph Company
Ohio
$22.7M -$129K -683 -0.6%
PIMG
140
Patriot Investment Management Group
Tennessee
$22.7M -$3.3M -17,432 -13%
AWS
141
Atria Wealth Solutions
New York
$22.4M -$2.57M -13,571 -10%
WIC
142
Whitegate Investment Counselors
New Hampshire
$21.5M +$70.7K +374 +0.3%
CFFP
143
Center for Financial Planning
Michigan
$21.4M +$589K +3,114 +3%
ANTB
144
AMG National Trust Bank
Colorado
$21.3M -$5.29K -28 -0%
PWMAG
145
Pinnacle Wealth Management Advisory Group
New Jersey
$21.3M +$358K +1,895 +2%
MWP
146
Moller Wealth Partners
$21.2M -$63.9K -338 -0.3%
BCM
147
Brookstone Capital Management
Illinois
$21.1M +$1.85M +10,153 +10%
IFPL
148
Investments & Financial Planning LLC
Kentucky
$21M +$674K +3,564 +3%
BPA
149
Beacon Pointe Advisors
California
$21M +$9.45M +49,970 +82%
Brown Advisory
150
Brown Advisory
Maryland
$21M +$1.81M +9,575 +9%
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