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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 %
RWA
301
Roberts Wealth Advisors
California
$7.72M +$106K +571 +1%
CA
302
Crane Advisory
California
$7.72M +$1.84M +9,807 +31%
LNC
303
Lincoln National Corp
Pennsylvania
$7.71M +$449K +2,371 +6%
CCM
304
Condor Capital Management
New Jersey
$7.7M -$41.5K -219 -0.5%
SIA
305
Strategic Investment Advisors
Michigan
$7.66M +$849K +4,480 +12%
MPW
306
Monterey Private Wealth
California
$7.64M +$170K +895 +2%
JAFL
307
Jay A. Fishman Ltd
Michigan
$7.62M -$26.5K -140 -0.3%
WMG
308
WESCAP Management Group
California
$7.58M +$61.8K +326 +0.8%
AWM
309
Aries Wealth Management
Maine
$7.58M +$201K +1,062 +3%
CWA
310
Clarity Wealth Advisors
California
$7.54M +$136K +716 +2%
PP
311
PDS Planning
Ohio
$7.52M +$12.3K +65 +0.2%
GA
312
Greytown Advisors
Florida
$7.49M +$74.5K +393 +1%
FSC
313
Full Sail Capital
Oklahoma
$7.49M -$281K -1,482 -4%
AFS
314
Axiom Financial Strategies
Indiana
$7.48M +$283K +1,493 +4%
CAAS
315
Capital Asset Advisory Services
Michigan
$7.48M +$994K +5,243 +15%
AF
316
Allworth Financial
California
$7.44M +$717K +3,781 +11%
CFGF
317
Compass Financial Group (Florida)
Florida
$7.41M +$21K +111 +0.3%
CCA
318
Checchi Capital Advisers
California
$7.41M -$215K -1,133 -3%
ASN
319
Advisory Services Network
Georgia
$7.38M +$1.45M +7,651 +24%
APIM
320
Agate Pass Investment Management
Washington
$7.36M +$994K +5,245 +16%
NAS
321
Nicolet Advisory Services
Wisconsin
$7.35M +$475K +2,570 +7%
CCM
322
Chilton Capital Management
Texas
$7.31M +$312K +1,647 +4%
KA
323
Kearns & Associates
California
$7.19M -$1.52K -8 -0%
OIA
324
OneDigital Investment Advisors
Kansas
$7.14M +$323K +1,702 +5%
CA
325
CSM Advisors
Pennsylvania
$7.14M -$172K -908 -2%
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