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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
$167M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$248M
3
Bank of America
Bank of America
North Carolina
$3.98B
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$77.7M
5
Morgan Stanley
Morgan Stanley
New York
$1.34B

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$791M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$1.29B
3
AAS
Annex Advisory Services
Wisconsin
$52.4M
4
LPL Financial
LPL Financial
California
$584M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCAG
1651
First Capital Advisors Group
New Jersey
$3.8K – – –
NC
1652
NewSquare Capital
Pennsylvania
$3.78K +$3.78K +19 New
FA
1653
Financial Avengers
California
$3.59K – – –
RDFA
1654
Ritter Daniher Financial Advisory
Ohio
$3.58K +$3.58K +18 New
IRC
1655
Investors Research Corp
Georgia
$3.38K – – –
CIM
1656
Contravisory Investment Management
Massachusetts
$3.38K – – –
FA
1657
Faithward Advisors
Pennsylvania
$3.03K +$1.01K +5 +50%
CSWG
1658
Cardinal Strategic Wealth Guidance
Kentucky
$2.39K – – –
AC
1659
AlphaCore Capital
California
$1.99K – – –
CWA
1660
Carolina Wealth Advisors
South Carolina
$1.79K +$1.79K +9 New
CA
1661
Centerpoint Advisors
Massachusetts
$1K +$1K +7 New
CMA
1662
Cedar Mountain Advisors
Oregon
$994 – – –
MIM
1663
Macroview Investment Management
Maryland
$799 +$799 +4 New
BWP
1664
Baldwin Wealth Partners
Massachusetts
$796 – – –
NA
1665
Nordwand Advisors
Pennsylvania
$597 – – –
CJL
1666
Cyrus J. Lawrence
New York
$14 -$8 -43 -37%
WFM
1667
Wolff Financial Management
Michigan
– -$17.7M -93,483 Closed
TLFA
1668
True Link Financial Advisors
California
– -$16.3M -85,741 Closed
SPP
1669
Single Point Partners
Massachusetts
– -$11.9M -62,618 Closed
GMA
1670
Glassy Mountain Advisors
Maryland
– -$5.72M -30,191 Closed
HR
1671
Hardy Reed
Mississippi
– -$4.74M -25,031 Closed
MC
1672
McMorgan & Co
California
– -$3.14M -16,557 Closed
HWA
1673
Hilltop Wealth Advisors
North Carolina
– -$2.3M -12,115 Closed
IA
1674
IFG Advisory
Georgia
– -$1.53M -8,095 Closed
GAM
1675
Grandview Asset Management
Pennsylvania
– -$1.44M -7,575 Closed
65 66
67
68 69