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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 %
SIC
1601
SJS Investment Consulting
Ohio
$23.9K – – –
IWMA
1602
Ironwood Wealth Management (Arizona)
Arizona
$23.1K +$8.96K +45 +63%
NC
1603
NinePointTwo Capital
California
$22K – – –
TSW
1604
Thompson Siegel & Walmsley
Virginia
$20K – – –
CWM
1605
Compass Wealth Management
Connecticut
$19.9K – – –
SN
1606
Sittner & Nelson
Oregon
$19.3K – – –
BWM
1607
BerganKDV Wealth Management
Minnesota
$18.3K -$36.4K -183 -67%
WBC
1608
West Branch Capital
Massachusetts
$17.8K – – –
FMP
1609
Financial Management Professionals
Texas
$17K -$19.8M -101,201 -100%
SA
1610
SRH Advisors
Kansas
$16.9K – – –
FP
1611
Financial Perspectives
Minnesota
$16.2K +$997 +5 +7%
AP
1612
Atwood & Palmer
Missouri
$15.9K – – –
WOSD
1613
WFA of San Diego
California
$15.9K +$15.9K +80 New
PIP
1614
Peachtree Investment Partners
Florida
$15.3K +$628 +3 +4%
GI
1615
Gradient Investments
Minnesota
$15.2K +$12.6K +63 +485%
AW
1616
Avion Wealth
Texas
$15K – – –
GIA
1617
Goodwin Investment Advisory
Georgia
$14.9K -$56.1K -282 -79%
MFC
1618
Morris Financial Concepts
South Carolina
$14.9K – – –
WPA
1619
West Paces Advisors
Georgia
$14.3K – – –
RPCA
1620
Running Point Capital Advisors
California
$13.9K – – –
EAM
1621
Eukles Asset Management
Ohio
$13.3K +$13.3K +67 New
PP
1622
PFS Partners
New Jersey
$12.7K -$4.15K -21 -25%
SVCP
1623
Silicon Valley Capital Partners
California
$12.5K – – –
MCM
1624
McMillion Capital Management
North Carolina
$12.5K +$12.5K +63 New
AIA
1625
Armor Investment Advisors
North Carolina
$11.1K -$56.3K -283 -83%
63 64
65
66 67