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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 %
SWM
1551
Sugarloaf Wealth Management
Georgia
$78.4K +$199 +1 +0.3%
UIA
1552
Ulland Investment Advisors
Minnesota
$78K +$1K +5 +1%
WWM
1553
Wagner Wealth Management
South Carolina
$74.7K +$58.3K +293 +357%
MLA
1554
MB, Levis & Associates
Pennsylvania
$74.3K +$398 +2 +0.5%
FPFS
1555
First Personal Financial Services
North Carolina
$73.8K – – –
AFG
1556
Albion Financial Group
Utah
$71.6K +$71.6K +360 New
GI
1557
GS Investments
Minnesota
$71K – – –
RFA
1558
Register Financial Advisors
Georgia
$69.6K +$36.8K +185 +112%
TWM
1559
Tradition Wealth Management
Minnesota
$68K -$2.59K -13 -4%
TSWM
1560
Tyler-Stone Wealth Management
Ohio
$67K +$67K +335 New
GFL
1561
Granite FO LLC
New Hampshire
$65.2K – – –
CWP
1562
Concord Wealth Partners
Virginia
$64.6K -$2.39K -12 -4%
PP
1563
Pacifica Partners
Canada
$62.5K – – –
MSFP
1564
Mark Sheptoff Financial Planning
Connecticut
$59.7K – – –
CHC
1565
City Holding Co
West Virginia
$58.5K +$16.7K +84 +40%
RFA
1566
Resurgent Financial Advisors
Georgia
$57K +$9.96K +50 +21%
TC
1567
Trust Company
Kansas
$54.7K – – –
TCM
1568
Tradewinds Capital Management
Washington
$52.7K – – –
HCP
1569
Hexagon Capital Partners
Arkansas
$52.2K – – –
SAG
1570
Spotlight Asset Group
Illinois
$52.1K +$52.1K +262 New
RCM
1571
Robinson Capital Management
Michigan
$49.9K – – –
JMF
1572
Johnson Midwest Financial
Iowa
$49.5K – – –
CWM
1573
Consultiva Wealth Management
Puerto Rico
$47.8K +$199 +1 +0.4%
PA
1574
PSI Advisors
Florida
$47.1K +$199 +1 +0.4%
MAWA
1575
Moss Adams Wealth Advisors
Washington
$44.4K -$49.9K -251 -53%
61 62
63
64 65