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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
$293M
3
State Street
State Street
Massachusetts
$135M
4
Comerica Bank
Comerica Bank
Texas
$48M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$796M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
$36.1M
2
MRC
Millburn Ridgefield Corp
New York
$61.9M
3
CCA
Catalyst Capital Advisors
New York
$61.9M
4
Bank of America
Bank of America
North Carolina
$3.71B
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
APW
1626
Atlantic Private Wealth
North Carolina
$10K – – –
OHWP
1627
Oak Harbor Wealth Partners
North Carolina
$9.64K – – –
ATC
1628
Adirondack Trust Company
New York
$9.64K – – –
HMS
1629
Hanseatic Management Services
New Mexico
$9.45K +$756 +4 +9%
RTL
1630
Red Tortoise LLC
Georgia
$8.92K – – –
LB
1631
Legacy Bridge
Iowa
$8.89K – – –
IF
1632
Integrity Financial
Wyoming
$8.51K +$8.51K +45 New
RWM
1633
Ruedi Wealth Management
Illinois
$8.35K – – –
PP
1634
PFS Partners
New Jersey
$8.06K -$3.94K -21 -33%
VWM
1635
Valley Wealth Managers
New Jersey
$7.75K +$7.75K +41 New
RAM
1636
Riggs Asset Management
Pennsylvania
$7.56K – – –
JHCP
1637
Jackson Hole Capital Partners
Oklahoma
$7.37K – – –
GWM
1638
Grand Wealth Management
Michigan
$7.29K +$1.68K +9 +30%
MHR
1639
Matthew Hamilton Rosenberg
$7.19K – – –
WWM
1640
Wolff Wiese Magana
California
$7K – – –
SPWM
1641
Spartan Planning & Wealth Management
North Carolina
$7K +$7K +37 New
AWA
1642
Authentikos Wealth Advisory
California
$6.81K +$6.81K +36 New
HWM
1643
HighMark Wealth Management
Minnesota
$6.65K – – –
ICM
1644
Intrepid Capital Management
Florida
$6.62K – – –
RG
1645
Retirement Group
California
$6.36K – – –
MIM
1646
MTM Investment Management
South Carolina
$6.05K – – –
ZC
1647
Zeit Capital
Colorado
$5.67K – – –
OP
1648
ORG Partners
Indiana
$5.48K -$158K -837 -97%
VAG
1649
VisionPoint Advisory Group
Texas
$5.48K +$1.13K +6 +26%
FAM
1650
Family Asset Management
South Carolina
$4.73K -$29.1K -154 -86%
64 65
66
67 68