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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 %
TA
351
Tectonic Advisors
Texas
$6.57M +$334K +1,761 +5%
BBWP
352
Beacon Bridge Wealth Partners
Pennsylvania
$6.57M +$3.92M +20,668 +148%
AWM
353
Abound Wealth Management
Tennessee
$6.48M +$192K +1,011 +3%
WFPG
354
Waller Financial Planning Group
Ohio
$6.43M -$963K -5,078 -13%
BDF
355
Black Diamond Financial
Maryland
$6.43M +$95.3K +503 +2%
BDFN
356
Bond & Devick Financial Network
Minnesota
$6.4M +$15.5K +82 +0.2%
MCM
357
Manchester Capital Management
Vermont
$6.38M +$914K +4,821 +17%
AOI
358
Auto-Owners Insurance
Michigan
$6.37M – – –
CG
359
Caprock Group
Idaho
$6.32M -$58.2K -307 -0.9%
GWP
360
Gateway Wealth Partners
Wisconsin
$6.27M +$153K +809 +3%
CAM
361
Cresset Asset Management
Illinois
$6.27M -$39.7M -209,515 -86%
HWM
362
Howard Wealth Management
Connecticut
$6.25M -$69.6K -367 -1%
HAC
363
Harbor Advisory Corp
New Hampshire
$6.24M -$385K -2,030 -6%
AWM
364
Angeles Wealth Management
California
$6.2M +$625K +3,296 +11%
FC
365
Forte Capital
New York
$6.18M +$99.5K +525 +2%
LCM
366
Logan Capital Management
Pennsylvania
$6.15M -$4.17K -22 -0.1%
MCA
367
Magnolia Capital Advisors
Mississippi
$6.13M +$6.13M +32,334 New
OCFG
368
O'Connor Financial Group
Illinois
$6.12M +$6.12M +32,293 New
JFG
369
JDM Financial Group
Texas
$6.12M -$198K -1,045 -3%
GRP
370
Global Retirement Partners
California
$6.1M -$2.43M -13,185 -28%
GA
371
GoalVest Advisory
New York
$6.06M +$2.19M +11,579 +57%
NFW
372
Noble Family Wealth
Florida
$6.06M +$6.06M +31,943 New
GHAM
373
Gilman Hill Asset Management
Connecticut
$6.05M +$325K +1,715 +6%
APG
374
Abacus Planning Group
South Carolina
$5.98M -$152K -801 -2%
MA
375
Mutual Advisors
Nebraska
$5.98M +$796K +4,198 +15%
13 14
15
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