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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.

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
1
Provida Pension Fund Administrator
Chile
$167M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$248M
3
Bank of America
3
Bank of America
North Carolina
$3.98B
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$77.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.34B

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$791M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.29B
3
AAS
3
Annex Advisory Services
Wisconsin
$52.4M
4
LPL Financial
4
LPL Financial
California
$584M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.98B +$61M +306,499 +2%
Morgan Stanley
2
Morgan Stanley
New York
$1.34B +$53.1M +266,920 +4%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.29B -$200M -1,006,763 -13%
Wells Fargo
4
Wells Fargo
California
$820M -$23.3M -116,922 -3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$791M -$1.88B -9,447,687 -70%
UBS Group
6
UBS Group
Switzerland
$725M +$20.3M +102,223 +3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$648M +$16.6M +83,563 +3%
LPL Financial
8
LPL Financial
California
$584M -$126M -634,994 -18%
Ameriprise
9
Ameriprise
Minnesota
$453M -$68.9M -346,371 -13%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$384M -$7.72M -38,836 -2%
Goldman Sachs
11
Goldman Sachs
New York
$383M +$2.6M +13,056 +0.7%
Creative Planning
12
Creative Planning
Kansas
$370M +$1.03M +5,166 +0.3%
CSIA
13
Charles Schwab Investment Advisory
California
$327M -$5.56M -27,933 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$287M +$5.57M +28,002 +2%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$287M +$1.42M +7,119 +0.5%
Wealthfront Advisers
16
Wealthfront Advisers
California
$270M -$3.37M -16,957 -1%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$248M +$116M +584,672 +88%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$222M +$11M +55,459 +5%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$200M +$7.18M +36,088 +4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$188M +$9.79M +49,245 +5%
Mariner
21
Mariner
Kansas
$187M +$5.66M +28,443 +3%
Osaic Holdings
22
Osaic Holdings
Arizona
$185M +$7.17M +36,048 +4%
GT
23
Glenmede Trust
Pennsylvania
$181M – – –
Stifel Financial
24
Stifel Financial
Missouri
$178M -$2.82M -14,203 -2%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$178M -$5.68M -28,573 -3%
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