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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 %
BP
326
Ballentine Partners
Massachusetts
$7.13M -$31.5K -166 -0.4%
First Manhattan
327
First Manhattan
New York
$7.06M +$188K +993 +3%
BCA
328
Bray Capital Advisors
Florida
$7.01M -$13.6K -72 -0.2%
ATPW
329
Ashton Thomas Private Wealth
Arizona
$7.01M +$22.9K +121 +0.3%
KCM
330
Kathmere Capital Management
Pennsylvania
$7.01M -$10.2K -54 -0.1%
CP
331
Capital Planning
Washington
$7M +$253K +1,333 +4%
CANC
332
Culbertson A N & Co
Virginia
$6.96M -$25.6K -135 -0.4%
AGA
333
Arkos Global Advisors
Texas
$6.96M -$449K -2,369 -6%
CAM
334
Clark Asset Management
New Hampshire
$6.94M +$1.12M +5,917 +19%
CCM
335
Carlson Capital Management
Minnesota
$6.88M -$224K -1,183 -3%
VF
336
Vawter Financial
Ohio
$6.85M +$909K +4,797 +15%
ML
337
McAdam LLC
Pennsylvania
$6.85M +$1.78M +9,385 +35%
GWM
338
Gray Wealth Management
Maine
$6.82M +$310K +1,634 +5%
Financial Engines Advisors
339
Financial Engines Advisors
California
$6.79M -$10.7M -56,319 -61%
BWM
340
Benchmark Wealth Management
Connecticut
$6.79M -$275K -1,464 -4%
SHWM
341
Smith & Howard Wealth Management
Georgia
$6.77M +$405K +2,137 +6%
MWM
342
Madison Wealth Management
Ohio
$6.76M -$9.1K -48 -0.1%
Empower Advisory Group
343
Empower Advisory Group
Colorado
$6.76M +$6.76M +35,656 New
RPG
344
Resource Planning Group
Georgia
$6.71M -$751 -4 -0%
BWA
345
BlueSky Wealth Advisors
North Carolina
$6.69M -$140K -739 -2%
HFG
346
Heron Financial Group
New York
$6.67M +$6.67M +35,178 New
SPIA
347
Steward Partners Investment Advisory
New York
$6.65M +$266K +1,405 +4%
SF
348
Summit Financial
New Jersey
$6.64M -$127K -672 -2%
SCA
349
Sandy Cove Advisors
Massachusetts
$6.6M -$1.41M -7,413 -18%
SC
350
Steph & Co
Wisconsin
$6.58M -$211K -1,111 -3%
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