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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 %
NAG
1476
Northstar Advisory Group
New Jersey
$206K +$206K +1,035 New
SHFP
1477
Second Half Financial Partners
Florida
$205K +$205K +1,029 New
OWA
1478
Opal Wealth Advisors
New York
$204K +$204K +1,025 New
NCG
1479
Newport Capital Group
New Jersey
$202K +$202K +1,018 New
SL
1480
Sentry LLC
Tennessee
$202K +$202K +1,018 New
GC
1481
Gilbert & Cook
Iowa
$202K -$70.2K -353 -26%
VWA
1482
VERITY Wealth Advisors
United States
$202K +$202K +1,015 New
HVP
1483
Hudson Value Partners
Florida
$202K +$202K +1,015 New
ARG
1484
Advisory Resource Group
Oklahoma
$202K +$202K +1,015 New
RWPA
1485
Richard W. Paul & Associates
Michigan
$201K +$2.59K +13 +1%
TWP
1486
Tempus Wealth Planning
California
$201K +$201K +1,012 New
PCG
1487
Prosperity Consulting Group
Maryland
$201K -$78.4K -394 -28%
AAM
1488
Aureus Asset Management
Massachusetts
$200K +$200K +1,007 New
QC
1489
Quent Capital
New York
$199K -$29.8K -150 -13%
Barclays
1490
Barclays
United Kingdom
$197K -$26.3K -132 -12%
GWSG
1491
GPS Wealth Strategies Group
Colorado
$188K -$15.9K -80 -8%
MJRIC
1492
Mogy Joel R Investment Counsel
California
$174K – – –
OP
1493
ORG Partners
Indiana
$173K +$173K +866 New
BC
1494
Belmont Capital
California
$173K +$173K +867 New
TF
1495
TimeScale Financial
Massachusetts
$172K +$398 +2 +0.2%
C
1496
Covestor
United Kingdom
$169K +$9.35K +47 +6%
DAC
1497
Dividend Assets Capital
South Carolina
$168K -$19.9K -100 -11%
BNP Paribas Financial Markets
1498
BNP Paribas Financial Markets
France
$167K +$130K +656 +357%
VI
1499
Vestcor Inc
New Brunswick, Canada
$166K – – –
GWS
1500
Glassman Wealth Services
Virginia
$164K -$36.2K -182 -18%
58 59
60
61 62