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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
+$165M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$116M
3
Bank of America
Bank of America
North Carolina
+$61M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$55.8M
5
Morgan Stanley
Morgan Stanley
New York
+$53.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.88B
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$200M
3
AAS
Annex Advisory Services
Wisconsin
-$168M
4
LPL Financial
LPL Financial
California
-$126M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$71.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
176
WBH Advisory
Maryland
$16.8M +$340K +1,708 +2%
CCM
177
Coldstream Capital Management
Washington
$16.7M -$30.8K -155 -0.2%
NCM
178
Nelson Capital Management
California
$16.4M -$113K -569 -0.7%
FA
179
Fiducient Advisors
Illinois
$16.3M +$587K +2,953 +4%
BAM
180
Berkshire Asset Management
Pennsylvania
$16.2M -$120K -601 -0.7%
PFA
181
Pure Financial Advisors
California
$15.9M +$3.38K +17 +0%
HWMG
182
Hurlow Wealth Management Group
Indiana
$15.5M +$629K +3,162 +4%
GVAG
183
Great Valley Advisor Group
Delaware
$15.5M +$203K +1,020 +1%
MFGP
184
Marshall Financial Group (Pennsylvania)
Pennsylvania
$15.5M +$356K +1,789 +2%
REMPR
185
Roof Eidam Maycock Peralta (REMP)
California
$15.4M +$353K +1,776 +2%
AWS
186
AJ Wealth Strategies
New York
$15.4M -$27.2K -137 -0.2%
MA
187
Montag & Associates
Georgia
$15.1M +$25.9K +130 +0.2%
SI
188
Stephens Inc
Arkansas
$15.1M +$117K +590 +0.8%
JWM
189
JFG Wealth Management
Colorado
$14.9M -$909K -4,569 -6%
PW
190
Peninsula Wealth
California
$14.9M +$193K +970 +1%
WCWM
191
Wooster Corthell Wealth Management
Connecticut
$14.5M +$245K +1,230 +2%
AF
192
Arrow Financial
New York
$14.5M +$1.81M +9,099 +14%
EPM
193
Elm Partners Management
Pennsylvania
$14.5M +$3.86M +19,410 +36%
WIM
194
Warwick Investment Management
Texas
$14.4M +$429K +2,156 +3%
HWM
195
HB Wealth Management
Georgia
$14.3M +$278K +1,400 +2%
PCMC
196
Private Capital Management (Colorado)
Colorado
$14.2M -$910K -4,576 -6%
CHP
197
Cable Hill Partners
Oregon
$14.2M +$524K +2,637 +4%
BFA
198
Brown Financial Advisory
Alabama
$14.2M +$741K +3,726 +6%
NIM
199
Northeast Investment Management
Massachusetts
$14.1M +$622K +3,127 +5%
MCIA
200
Mountain Capital Investment Advisors
Colorado
$14M +$14M +67,976 New
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