VB icon

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 %
Northern Trust
151
Northern Trust
Illinois
$20.9M +$128K +678 +0.6%
IWC
152
Integrated Wealth Concepts
Massachusetts
$20.7M -$845K -4,470 -4%
Wealth Enhancement Advisory Services
153
Wealth Enhancement Advisory Services
Minnesota
$20.7M +$19.8M +104,825 +2,289%
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$20.7M +$77.5K +410 +0.4%
BFA
155
Bluestem Financial Advisors
Illinois
$20.2M +$580K +3,070 +3%
CA
156
Crewe Advisors
Utah
$19.9M +$66.6K +352 +0.3%
Janus Henderson Group
157
Janus Henderson Group
United Kingdom
$19.7M -$54.2M -286,925 -73%
FSWA
158
Financial Synergies Wealth Advisors
Texas
$19.6M -$826K -4,371 -4%
BI
159
Ballast Inc
Kentucky
$19.6M -$576K -3,048 -3%
WFM
160
Wolff Financial Management
Michigan
$19.4M +$19.4M +102,774 New
LIM
161
Leavell Investment Management
Alabama
$19.3M +$423K +2,237 +2%
DIP
162
DT Investment Partners
Pennsylvania
$19.3M -$35.2K -186 -0.2%
AAP
163
Arax Advisory Partners
Colorado
$19M +$1.16M +6,113 +6%
EWA
164
EP Wealth Advisors
California
$18.8M +$12.2M +64,596 +185%
BP
165
BCK Partners
New York
$18.6M +$419K +2,217 +2%
CPIG
166
Chicago Partners Investment Group
Illinois
$18.4M +$1.38M +7,738 +8%
BFPW
167
BOK Financial Private Wealth
Colorado
$18.3M -$755K -3,995 -4%
DADC
168
D.A. Davidson & Co
Montana
$17.7M +$723K +3,826 +4%
SIS
169
Strategic Investment Solutions
Illinois
$17.7M +$17.3M +85,995 +4,240%
WIC
170
Woodmont Investment Counsel
Tennessee
$17.7M +$1.11M +5,847 +7%
CCG
171
Chatham Capital Group
Georgia
$17.4M +$18K +95 +0.1%
AF
172
Advisornet Financial
Minnesota
$17.3M +$365K +1,932 +2%
CHP
173
Cable Hill Partners
Oregon
$16.9M +$3.34M +17,671 +25%
KBFS
174
Kohmann Bosshard Financial Services
Ohio
$16.8M +$542K +2,867 +3%
DOA
175
D'Orazio & Associates
Virginia
$16.7M -$2.56M -13,523 -13%
5 6
7
8 9