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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
+$56.7M
3
State Street
State Street
Massachusetts
+$51.1M
4
Comerica Bank
Comerica Bank
Texas
+$48M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$43.2M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$123M
2
MRC
Millburn Ridgefield Corp
New York
-$75M
3
CCA
Catalyst Capital Advisors
New York
-$75M
4
Bank of America
Bank of America
North Carolina
-$64.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$54.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHC
1551
City Holding Co
West Virginia
$62.6K +$7K +37 +13%
GFL
1552
Granite FO LLC
New Hampshire
$62K – – –
CWM
1553
Consultiva Wealth Management
Puerto Rico
$61.7K +$16.3K +86 +36%
PP
1554
Pacifica Partners
Canada
$58.1K – – –
PA
1555
PSI Advisors
Florida
$58K +$13.2K +70 +30%
FPFS
1556
First Personal Financial Services
North Carolina
$57.9K -$12.3K -65 -18%
MSFP
1557
Mark Sheptoff Financial Planning
Connecticut
$56.7K – – –
CT
1558
Cambridge Trust
Massachusetts
$55K -$90.4K -478 -62%
RFA
1559
Resurgent Financial Advisors
Georgia
$54.2K – – –
TC
1560
Trust Company
Kansas
$52K – – –
CWP
1561
Concord Wealth Partners
Virginia
$51.2K -$10.2K -54 -17%
PWA
1562
Provenance Wealth Advisors
Florida
$50.5K +$50.5K +267 New
TCM
1563
Tradewinds Capital Management
Washington
$50.1K – – –
HCP
1564
Hexagon Capital Partners
Arkansas
$49.6K – – –
SAG
1565
Spotlight Asset Group
Illinois
$49.5K – – –
JMF
1566
Johnson Midwest Financial
Iowa
$47.1K – – –
RCM
1567
Robinson Capital Management
Michigan
$45.8K – – –
SA
1568
SRH Advisors
Kansas
$45.4K +$28.6K +151 +170%
AA
1569
AlphaMark Advisors
Kentucky
$45K -$33.2K -175 -42%
SIC
1570
SJS Investment Consulting
Ohio
$42.5K +$19.9K +105 +88%
MAWA
1571
Moss Adams Wealth Advisors
Washington
$42.2K – – –
LWANC
1572
Laurel Wealth Advisors (North Carolina)
North Carolina
$39.7K – – –
JGIA
1573
Jackson Grant Investment Advisers
Connecticut
$39.2K +$189 +1 +0.5%
HFS
1574
Hantz Financial Services
Michigan
$39K -$97.9K -512 -72%
BA
1575
Ballast Advisors
Minnesota
$38.9K -$93K -492 -70%
61 62
63
64 65