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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 %
4FG
1501
4Thought Financial Group
New York
$160K +$32.6K +164 +26%
HR
1502
Howe & Rusling
New York
$160K +$1.39K +7 +0.9%
CT
1503
Cambridge Trust
Massachusetts
$153K -$98.6K -496 -39%
NBT
1504
Northwest Bank & Trust
Iowa
$148K +$148K +746 New
JWA
1505
JFS Wealth Advisors
Pennsylvania
$145K +$7.56K +38 +6%
LFA
1506
Level Financial Advisors
New York
$144K – – –
HFS
1507
Hantz Financial Services
Michigan
$142K -$14.3K -72 -9%
BA
1508
Ballast Advisors
Minnesota
$139K -$5.37K -27 -4%
CIA
1509
Cape Investment Advisory
Georgia
$138K -$1.79K -9 -1%
EWM
1510
Endurance Wealth Management
Rhode Island
$136K +$3.98K +20 +3%
MFA
1511
Morling Financial Advisors
California
$135K – – –
EWM
1512
EPG Wealth Management
Georgia
$134K +$398 +2 +0.3%
CMP
1513
Coston McIsaac & Partners
Maine
$133K – – –
CSC
1514
Caldwell Sutter Capital
California
$131K +$101K +508 +334%
MA
1515
MCF Advisors
Kentucky
$127K +$1.99K +10 +2%
PMFA
1516
Plante Moran Financial Advisors
Michigan
$126K +$10.9K +55 +9%
AC
1517
Asio Capital
Kentucky
$119K – – –
CG
1518
Cutler Group
California
$119K +$119K +600 New
FCMT
1519
Founders Capital Management (Texas)
Texas
$119K +$1.19K +6 +1%
NRG
1520
Nemes Rush Group
Michigan
$118K +$118K +592 New
DWMG
1521
DB Wealth Management Group
California
$114K -$3.18K -16 -3%
SCA
1522
Stonebridge Capital Advisors
Minnesota
$111K +$57.7K +290 +107%
PCFFS
1523
Pacific Center for Financial Services
California
$111K – – –
SFC
1524
SYM Financial Corp
Indiana
$110K +$94.8K +477 +636%
GKIM
1525
GW&K Investment Management
Massachusetts
$109K -$106K -532 -49%
59 60
61
62 63