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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 %
LWANC
1576
Laurel Wealth Advisors (North Carolina)
North Carolina
$41.8K – – –
JGIA
1577
Jackson Grant Investment Advisers
Connecticut
$41.1K +$199 +1 +0.5%
TFA
1578
Toth Financial Advisory
Virginia
$37.4K – – –
FAM
1579
Family Asset Management
South Carolina
$35.6K +$30.8K +155 +646%
CTA
1580
Colonial Trust Advisors
South Carolina
$35.3K +$19.8K +100 +128%
NFSG
1581
Newbridge Financial Services Group
Florida
$34.9K – – –
PPWM
1582
PFG Private Wealth Management
Florida
$34.6K +$21.9K +110 +172%
GAG
1583
Goodman Advisory Group
Massachusetts
$34.4K – – –
USB
1584
Union Savings Bank
Connecticut
$33K +$33K +158 New
RCM
1585
Rain Capital Management
Oregon
$32.6K -$6.16K -31 -16%
MAWCM
1586
Mine & Arao Wealth Creation & Management
California
$30.8K -$199 -1 -0.6%
CBT
1587
Central Bank & Trust
Kentucky
$30.4K -$398 -2 -1%
GM
1588
GeoWealth Management
Illinois
$30K – – –
CH
1589
Canton Hathaway
Rhode Island
$30K – – –
WAS
1590
Winch Advisory Services
Wisconsin
$30K +$200 +1 +0.7%
PWM
1591
Provident Wealth Management
Tennessee
$29.9K +$16.1K +81 +116%
FM
1592
Family Management
New York
$29.8K – – –
AWA
1593
Alaska Wealth Advisors
Alaska
$29.4K -$2.59K -13 -8%
HPIA
1594
Hamilton Point Investment Advisors
North Carolina
$29.2K – – –
M
1595
MOTCO
Texas
$29K – – –
BAM
1596
Byrne Asset Management
New Jersey
$29K -$4.63K -23 -14%
HDIM
1597
Hanson & Doremus Investment Management
Vermont
$29K – – –
BAM
1598
Bellevue Asset Management
Washington
$28.3K +$199 +1 +0.7%
MCM
1599
Magnolia Capital Management
New York
$28K -$36.6K -187 -57%
AA
1600
Addison Advisors
Vermont
$26.5K – – –
62 63
64
65 66