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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 %
RIM
251
Redwood Investment Management
Arizona
$9.49M -$1.4M -7,371 -13%
BC
252
Bartlett & Co
Ohio
$9.44M -$164K -865 -2%
BCWM
253
Bartlett & Co Wealth Management
Ohio
$9.43M -$164K -865 -2%
CFS
254
CRA Financial Services
New Jersey
$9.42M +$180K +952 +2%
TCM
255
Twele Capital Management
Minnesota
$9.42M +$814K +4,294 +9%
CW
256
CIC Wealth
Maryland
$9.41M +$2.29M +12,090 +32%
BFS
257
Bradley Foster & Sargent
Connecticut
$9.36M +$216K +1,138 +2%
PPWP
258
Proquility Private Wealth Partners
Nevada
$9.28M +$1.65M +8,689 +22%
AA
259
Atmos Advisory
Pennsylvania
$9.27M -$130K -684 -1%
KHC
260
Koesten Hirschmann & Crabtree
Kansas
$9.26M +$364K +1,919 +4%
TA
261
TruWealth Advisors
Louisiana
$9.16M +$210K +1,106 +2%
OWM
262
Orgel Wealth Management
Wisconsin
$9.06M -$388K -2,046 -4%
PIA
263
Petredis Investment Advisors
Pennsylvania
$8.95M +$1.08M +5,680 +14%
G
264
GenTrust
Florida
$8.67M +$288K +1,517 +3%
BFEC
265
Benjamin F. Edwards & Company
Missouri
$8.64M +$243K +1,284 +3%
2L
266
25 LLC
Missouri
$8.63M +$8.63M +46,633 New
FNC
267
First National Corp
Massachusetts
$8.63M +$442K +2,333 +5%
APC
268
Asset Planning Corporation
Tennessee
$8.6M +$127K +668 +1%
MPW
269
MA Private Wealth
California
$8.55M -$1.59M -8,371 -16%
RPC
270
Rossmore Private Capital
Connecticut
$8.44M +$52.6K +278 +0.6%
FOFP
271
Fee-Only Financial Planning
South Carolina
$8.42M +$2.28K +12 +0%
EWA
272
EverSource Wealth Advisors
Alabama
$8.41M +$508K +2,678 +6%
Kovitz Investment Group Partners
273
Kovitz Investment Group Partners
Illinois
$8.41M -$490K -2,585 -6%
GWM
274
GoalFusion Wealth Management
Texas
$8.37M -$483K -2,548 -5%
FPAS
275
Focus Partners Advisor Solutions
Missouri
$8.33M +$792K +4,176 +11%
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