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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 %
OFS
376
Oldfather Financial Services
Nebraska
$5.92M +$127K +668 +2%
PCA
377
Peddock Capital Advisors
Massachusetts
$5.86M +$368K +1,940 +7%
SHGA
378
Sand Hill Global Advisors
California
$5.85M -$891K -4,702 -13%
VWA
379
Visionary Wealth Advisors
Illinois
$5.84M +$50.8K +268 +0.9%
CA
380
Cetera Advisors
Colorado
$5.77M +$159K +838 +3%
W
381
WealthOne
New York
$5.76M -$23.3K -123 -0.4%
LI
382
Latigo Investments
Florida
$5.72M +$23.3K +123 +0.4%
GMA
383
Glassy Mountain Advisors
Maryland
$5.72M +$5.69M +30,038 +19,633%
Susquehanna International Group
384
Susquehanna International Group
Pennsylvania
$5.64M -$744K -3,925 -12%
TCWA
385
Ten Capital Wealth Advisors
Washington
$5.62M +$186K +983 +3%
EWM
386
Evercore Wealth Management
New York
$5.6M -$192K -1,011 -3%
AA
387
Ancora Advisors
Ohio
$5.6M -$43K -227 -0.8%
LA
388
Lane & Associates
New Jersey
$5.57M -$82.5K -435 -1%
QIM
389
Quest Investment Management
Oregon
$5.57M -$1.46M -7,692 -21%
IFAM
390
Institutional & Family Asset Management
Colorado
$5.56M +$3.18M +16,775 +134%
WB
391
Webster Bank
Connecticut
$5.55M -$799K -4,213 -13%
LNWTC
392
Laird Norton Wetherby Trust Company
Washington
$5.54M +$3.08M +16,233 +125%
JBA
393
Johnson Bixby & Associates
Washington
$5.54M +$254K +1,341 +5%
M1FG
394
Mach-1 Financial Group
Arkansas
$5.5M +$5.5M +29 New
CA
395
Cambridge Advisors
Nebraska
$5.49M -$94.8K -500 -2%
RJT
396
Raymond James Trust
Florida
$5.45M +$317K +1,671 +6%
FNFDCM
397
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.38M -$44.4K -234 -0.8%
CTA
398
Chesley Taft & Associates
Illinois
$5.37M +$150K +790 +3%
GGS
399
Galvin Gaustad & Stein
Arizona
$5.36M -$228K -1,203 -4%
RCAG
400
Rehmann Capital Advisory Group
Michigan
$5.35M +$101K +534 +2%
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