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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 %
MNG
276
Manning & Napier Group
New York
$8.3M -$8.23M – –
H
277
HoyleCohen
California
$8.3M -$184K -973 -2%
OL
278
Optas LLC
Texas
$8.26M +$7.85M +41,380 +1,894%
JIC
279
Johnson Investment Counsel
Ohio
$8.25M +$106K +561 +1%
FAM
280
Frontier Asset Management
Wyoming
$8.21M +$443K +2,336 +6%
ABC
281
Associated Banc-Corp
Wisconsin
$8.21M +$671K +3,539 +9%
AMG
282
Asset Management Group
Connecticut
$8.16M -$21.2K -112 -0.3%
William Blair & Company
283
William Blair & Company
Illinois
$8.16M +$1.49M +7,838 +22%
OSAM
284
O'Shaughnessy Asset Management
Connecticut
$8.1M +$5.3M +27,946 +189%
PWM
285
Praetorian Wealth Management
California
$8.08M +$215K +1,132 +3%
EWA
286
Evolution Wealth Advisors
Florida
$8.07M -$17.8K -94 -0.2%
SPC
287
Sigma Planning Corp
Michigan
$8.05M -$468K -2,467 -5%
BAM
288
Baldrige Asset Management
Pennsylvania
$8.04M +$67.3K +355 +0.8%
AFS
289
Annapolis Financial Services
Maryland
$8.03M -$231K -1,218 -3%
FFA
290
Fi3 Financial Advisors
Indiana
$8.02M -$80.8K -426 -1%
TCM
291
TD Capital Management
Tennessee
$8M -$9.29K -49 -0.1%
BMD
292
Better Money Decisions
New Mexico
$7.98M +$3.6K +19 +0%
PA
293
Parkside Advisors
California
$7.9M -$97.2K -513 -1%
HNW
294
High Note Wealth
Minnesota
$7.89M +$31.5K +166 +0.4%
OC
295
Oppenheimer & Co
New York
$7.88M +$1.66M +8,766 +27%
WFA
296
Wells Financial Advisors
Massachusetts
$7.86M -$44K -232 -0.6%
NAMP
297
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$7.78M -$238K -1,255 -3%
Lido Advisors
298
Lido Advisors
California
$7.78M +$6.61M +34,849 +565%
VBWMG
299
Von Berge Wealth Management Group
California
$7.76M +$23.5K +124 +0.3%
MCM
300
MAI Capital Management
Ohio
$7.74M -$116K -610 -1%
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