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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 %
SWP
201
Stratos Wealth Partners
Ohio
$14M +$367K +1,845 +3%
AM
202
AGF Management
Ontario, Canada
$14M +$103K +520 +0.7%
MWM
203
Marietta Wealth Management
Georgia
$13.9M +$2.59M +13,001 +23%
SA
204
SAM Advisors
California
$13.8M +$525K +2,642 +4%
CAI
205
Capital Advisors Inc
Oklahoma
$13.8M +$13.2M +66,291 +2,252%
USCWA
206
U.S. Capital Wealth Advisors
Texas
$13.8M -$26.5K -133 -0.2%
SIC
207
Salem Investment Counselors
North Carolina
$13.7M +$309K +1,554 +2%
MWC
208
MBM Wealth Consultants
Missouri
$13.6M +$1.87M +9,149 +16%
WT
209
Whittier Trust
California
$13.5M -$132K -663 -1%
GT
210
Glenview Trust
Kentucky
$13.4M +$309K +1,553 +2%
BRWA
211
B. Riley Wealth Advisors
Florida
$13.3M -$1.96M -9,843 -13%
EWM
212
Empirical Wealth Management
Washington
$13.2M -$3.17M -15,924 -19%
FHA
213
Flagship Harbor Advisors
Massachusetts
$13.1M +$385K +1,934 +3%
3IP
214
3Chopt Investment Partners
Virginia
$12.9M +$1.64M +8,243 +15%
V
215
Veritable
Delaware
$12.7M +$901K +4,531 +8%
BA
216
Bristlecone Advisors
Washington
$12.4M +$22.9K +115 +0.2%
AIM
217
Acropolis Investment Management
Missouri
$12.4M +$141K +708 +1%
CWAG
218
Compton Wealth Advisory Group
Virginia
$12.4M +$264K +1,329 +2%
WTC
219
WhitTier Trust Company
Nevada
$12.4M – – –
GAM
220
Gemmer Asset Management
California
$12.3M +$244K +1,229 +2%
SRC
221
Sage Rhino Capital
California
$12.3M +$405K +2,038 +3%
TCM
222
Twele Capital Management
Minnesota
$12.3M +$2.45M +12,319 +25%
BPA
223
Beacon Pointe Advisors
California
$12.1M -$726K -3,651 -6%
IDA
224
Intelligence Driven Advisers
California
$12.1M -$5.77M -29,572 -32%
BSW
225
Buckingham Strategic Wealth
Missouri
$11.9M +$106K +533 +0.9%
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