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.

Holders
1,661
Holders Change
-2
Holders Change %
-0.12%
% of All Funds
26.49%
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
1
Balyasny Asset Management
Illinois
$72.5M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$293M
3
State Street
3
State Street
Massachusetts
$135M
4
Comerica Bank
4
Comerica Bank
Texas
$48M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$796M

Top Sellers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$36.1M
2
MRC
2
Millburn Ridgefield Corp
New York
$61.9M
3
CCA
3
Catalyst Capital Advisors
New York
$61.9M
4
Bank of America
4
Bank of America
North Carolina
$3.71B
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.71B -$64.6M -341,773 -2%
Morgan Stanley
2
Morgan Stanley
New York
$1.31B +$36.2M +191,676 +3%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.23B +$7.73M +40,860 +0.6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$796M +$43.2M +228,503 +6%
Wells Fargo
5
Wells Fargo
California
$793M +$13M +68,655 +2%
UBS Group
6
UBS Group
Switzerland
$703M +$13.6M +71,684 +2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$640M +$24.6M +130,211 +4%
LPL Financial
8
LPL Financial
California
$585M +$29.4M +155,742 +5%
Ameriprise
9
Ameriprise
Minnesota
$450M +$19.8M +104,931 +5%
Goldman Sachs
10
Goldman Sachs
New York
$383M +$18.1M +95,614 +5%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$363M -$2.52M -13,343 -0.7%
Creative Planning
12
Creative Planning
Kansas
$355M +$3.05M +16,141 +0.9%
CSIA
13
Charles Schwab Investment Advisory
California
$315M +$4.05M +21,413 +1%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$293M +$56.7M +299,689 +24%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$279M +$5.99M +31,684 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$269M -$3.75M -19,829 -1%
Wealthfront Advisers
17
Wealthfront Advisers
California
$266M +$8.85M +46,793 +3%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$231M +$19.9M +105,155 +9%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$197M +$7.66M +40,533 +4%
Osaic Holdings
20
Osaic Holdings
Arizona
$194M +$18.2M +96,308 +10%
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$187M +$20.3M +107,466 +12%
Mariner
22
Mariner
Kansas
$186M +$8.77M +46,376 +5%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$181M +$2.17M +11,464 +1%
GT
24
Glenmede Trust
Pennsylvania
$178M -$2.74M -14,477 -2%
Stifel Financial
25
Stifel Financial
Missouri
$172M +$2.56M +13,521 +2%
1
2 3 4 5