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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
+$56.7M
3
State Street
State Street
Massachusetts
+$51.1M
4
Comerica Bank
Comerica Bank
Texas
+$48M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$43.2M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$123M
2
MRC
Millburn Ridgefield Corp
New York
-$75M
3
CCA
Catalyst Capital Advisors
New York
-$75M
4
Bank of America
Bank of America
North Carolina
-$64.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$54.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
176
Brinker Capital Investments
Pennsylvania
$16.5M -$1.06M -5,580 -6%
OPS
177
Orion Portfolio Solutions
Nebraska
$16.5M -$1.06M -5,580 -6%
3IP
178
3Chopt Investment Partners
Virginia
$16.5M +$4.22M +22,305 +34%
SC
179
Savant Capital
Illinois
$16.3M +$123K +648 +0.8%
BAM
180
Berkshire Asset Management
Pennsylvania
$15.8M +$461K +2,438 +3%
DJSG
181
D.J. St. Germain
Massachusetts
$15.7M -$345K -1,824 -2%
EC
182
Estate Counselors
Wisconsin
$15.7M -$7.36M -38,935 -32%
WA
183
WBH Advisory
Maryland
$15.6M -$300K -1,588 -2%
PFA
184
Pure Financial Advisors
California
$15.6M +$459K +2,428 +3%
NCM
185
Nelson Capital Management
California
$15.5M -$42.5K -225 -0.3%
FA
186
Fiducient Advisors
Illinois
$15.3M -$148K -784 -1%
CW
187
CreativeOne Wealth
Kansas
$15.2M -$2.51M -13,250 -14%
REMPR
188
Roof Eidam Maycock Peralta (REMP)
California
$15M +$439K +2,323 +3%
CCM
189
Coldstream Capital Management
Washington
$15M -$895K -4,735 -6%
HWMG
190
Hurlow Wealth Management Group
Indiana
$15M +$185K +981 +1%
MFGP
191
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14.9M +$124K +654 +0.8%
AWM
192
AE Wealth Management
Kansas
$14.8M -$7.09M -37,486 -32%
MCIA
193
Mountain Capital Investment Advisors
Colorado
$14.8M +$2.3M +12,535 +18%
BRWA
194
B. Riley Wealth Advisors
Florida
$14.5M +$1.82M +9,604 +14%
MWM
195
Marietta Wealth Management
Georgia
$14.5M +$1.3M +6,851 +10%
PCMC
196
Private Capital Management (Colorado)
Colorado
$14.2M +$676K +3,575 +5%
JWM
197
JFG Wealth Management
Colorado
$14.2M +$39.7K +210 +0.3%
WCWM
198
Wooster Corthell Wealth Management
Connecticut
$14.1M +$245K +1,294 +2%
WIM
199
Warwick Investment Management
Texas
$13.9M +$275K +1,454 +2%
GVAG
200
Great Valley Advisor Group
Delaware
$13.9M -$871K -4,606 -6%
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