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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 %
KF
1676
Krilogy Financial
Missouri
– -$1.35M -7,139 Closed
BWM
1677
BCS Wealth Management
Tennessee
– -$1.25M -6,578 Closed
SCI
1678
Stableford Capital II
Arizona
– -$1.04M -5,675 Closed
VCM
1679
Virtue Capital Management
Tennessee
– -$1.01M -5,538 Closed
TRCT
1680
Tower Research Capital (TRC)
New York
– -$797K -4,205 Closed
TWM
1681
Trevian Wealth Management
Massachusetts
– -$711K -3,750 Closed
BWCS
1682
Beirne Wealth Consulting Services
Connecticut
– -$682K -3,599 Closed
LWMNY
1683
Landmark Wealth Management (New York)
New York
– -$621K -3,276 Closed
TSS
1684
Two Sigma Securities
New York
– -$464K -2,446 Closed
FFG
1685
Frisch Financial Group
New York
– -$355K -1,873 Closed
VWM
1686
Vigilare Wealth Management
Arizona
– -$341K -1,796 Closed
OBGC
1687
O'Brien Greene & Co
Pennsylvania
– -$334K -1,760 Closed
BCM
1688
Basso Capital Management
Connecticut
– -$332K -1,750 Closed
FWA
1689
FOCUS Wealth Advisors
Texas
– -$325K -1,717 Closed
BCM
1690
Barden Capital Management
Texas
– -$334K -1,600 Closed
DFG
1691
Delta Financial Group
New Jersey
– -$298K -1,574 Closed
CWM
1692
Congress Wealth Management
Massachusetts
– -$297K -1,567 Closed
ICP
1693
Interchange Capital Partners
Pennsylvania
– -$295K -1,555 Closed
LCOV
1694
London Company of Virginia
Virginia
– -$272K -1,433 Closed
AA
1695
Argent Advisors
Louisiana
– -$270K -1,422 Closed
HIC
1696
Holderness Investments Company
North Carolina
– -$269K -1,421 Closed
FCM
1697
Firestone Capital Management
Florida
– -$269K -1,418 Closed
LAM
1698
LifePro Asset Management
California
– -$243K -1,321 Closed
HH
1699
Hilltop Holdings
Texas
– -$250K -1,317 Closed
TA
1700
TKG Advisors
Indiana
– -$247K -1,302 Closed
66 67
68
69 70