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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 %
SS
151
Simplicity Solutions
Minnesota
$20.8M -$58.1K -292 -0.3%
BFG
152
Bleakley Financial Group
New Jersey
$20.8M +$862K +4,334 +4%
CA
153
Crewe Advisors
Utah
$20.8M – – –
BFA
154
Bluestem Financial Advisors
Illinois
$20.6M -$63.4K -319 -0.3%
SAM
155
SP Asset Management
California
$20.6M +$654K +3,290 +3%
DOA
156
D'Orazio & Associates
Virginia
$20.2M -$1.47M -7,392 -7%
Brown Advisory
157
Brown Advisory
Maryland
$20.2M -$696K -3,499 -3%
BFPW
158
BOK Financial Private Wealth
Colorado
$20M -$554K -2,785 -3%
LIM
159
Leavell Investment Management
Alabama
$19.9M +$1.09M +5,466 +6%
EWA
160
EP Wealth Advisors
California
$19.9M +$18.9M +33,221 +1,947%
FIC
161
Family Investment Center
Missouri
$19.7M +$1.29M +6,489 +7%
CPIG
162
Chicago Partners Investment Group
Illinois
$19.6M +$2.54M +12,391 +15%
BP
163
BCK Partners
New York
$19.2M +$512K +2,575 +3%
AAP
164
Arax Advisory Partners
Colorado
$18.8M +$363K +1,827 +2%
CW
165
CreativeOne Wealth
Kansas
$18.6M +$1.3M +6,524 +7%
BCI
166
Brinker Capital Investments
Pennsylvania
$18.4M +$370K +1,858 +2%
OPS
167
Orion Portfolio Solutions
Nebraska
$18.4M +$370K +1,858 +2%
CCG
168
Chatham Capital Group
Georgia
$18.3M +$1.41M +7,074 +8%
DADC
169
D.A. Davidson & Co
Montana
$17.9M +$3.17M +15,921 +22%
AF
170
Advisornet Financial
Minnesota
$17.8M +$569K +2,859 +3%
SIA
171
Strategic Investment Advisors
Michigan
$17.8M +$9.76M +49,057 +121%
WIC
172
Woodmont Investment Counsel
Tennessee
$17.5M +$1.28M +6,444 +8%
KBFS
173
Kohmann Bosshard Financial Services
Ohio
$17.1M -$149K -748 -0.9%
SC
174
Savant Capital
Illinois
$17M -$522K -2,623 -3%
DJSG
175
D.J. St. Germain
Massachusetts
$16.9M +$16.9M +84,819 New
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