VB icon

Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,635 hedge funds and large institutions have $24.5B invested in Vanguard Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 683 increasing their positions, 617 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,635
Holders Change
-19
Holders Change %
-1.15%
% of All Funds
26.17%
Holding in Top 10
178
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.85%
New
98
Increased
683
Reduced
617
Closed
75
Calls
$17.6M
Puts
$4.29M
Net Calls
+$13.3M
Net Calls Change
-$3.57M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$477M
2
Bank of America
Bank of America
North Carolina
+$292M
3
WL
WIT LLC
District of Columbia
+$71.1M
4
Ameriprise
Ameriprise
Minnesota
+$55.6M
5
CIAS
CBIZ Investment Advisory Services
Ohio
+$54.6M

Top Sellers

1
PFO
Pathstone Family Office
New Jersey
-$67.7M
2
BlackRock
BlackRock
New York
-$42.5M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$41.3M
4
CAM
Cresset Asset Management
Illinois
-$39.7M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
IHWM
226
Iron Horse Wealth Management
Iowa
$10.9M +$474K +2,502 +5%
MFA
227
McClarren Financial Advisors
Pennsylvania
$10.8M +$343K +1,824 +3%
MWM
228
Marietta Wealth Management
Georgia
$10.7M +$580K +3,059 +6%
3IP
229
3Chopt Investment Partners
Virginia
$10.7M +$2.02M +10,652 +23%
WA
230
Wealth Architects
California
$10.7M -$201K -1,062 -2%
KPWS
231
Kestra Private Wealth Services
Texas
$10.6M -$10.2K -54 -0.1%
AA
232
AJ Advisors
Tennessee
$10.6M +$430K +2,267 +4%
GWM
233
GDS Wealth Management
Texas
$10.5M +$577K +3,043 +6%
CST
234
Charles Schwab Trust
Nevada
$10.5M -$213K -1,122 -2%
UFA
235
US Financial Advisors
Massachusetts
$10.4M +$291K +1,535 +3%
SFS
236
Solitude Financial Services
Virginia
$10.4M +$574K +3,029 +6%
Lazard Asset Management
237
Lazard Asset Management
New York
$10.4M +$500K +2,636 +5%
EPM
238
Elm Partners Management
Pennsylvania
$10.1M +$558K +2,942 +6%
RWI
239
Red Wave Investments
Pennsylvania
$10M -$122K -642 -1%
DC
240
DeDora Capital
California
$9.94M +$57.6K +304 +0.6%
SMA
241
Sage Mountain Advisors
Georgia
$9.84M +$1.53M +8,080 +18%
VVP
242
Venture Visionary Partners
Ohio
$9.83M +$949K +5,005 +11%
HNB
243
Huntington National Bank
Ohio
$9.82M -$9.89M – –
CB
244
Cadence Bank
Mississippi
$9.82M -$648K -3,416 -6%
DK
245
David Kennon
Florida
$9.76M -$1.17M -6,171 -11%
OHWA
246
Oak Hill Wealth Advisors
Virginia
$9.7M +$57.1K +301 +0.6%
HWM
247
Horizons Wealth Management
North Carolina
$9.59M +$215K +1,134 +2%
WI
248
WBI Investments
New Jersey
$9.56M +$1.14M +6,015 +14%
AWA
249
Arkadios Wealth Advisors
Georgia
$9.52M +$143K +757 +2%
SCA
250
STALEY CAPITAL ADVISERS
Pennsylvania
$9.5M +$440K +2,319 +5%
8 9
10
11 12