VB icon

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 %
EA
401
Evolution Advisers
Virginia
$5.34M +$111K +583 +2%
AIS
402
American Investment Services
Massachusetts
$5.27M – – –
CAG
403
Crestwood Advisors Group
Massachusetts
$5.24M +$89.7K +473 +2%
RCA
404
Riverview Capital Advisers
Massachusetts
$5.24M +$202K +1,064 +4%
FPB
405
First PREMIER Bank
South Dakota
$5.23M +$397K +2,093 +8%
DL
406
DOHJ LLC
Washington
$5.21M -$192K -1,013 -4%
CWMU
407
Caliber Wealth Management (Utah)
Utah
$5.19M +$1.59M +8,383 +44%
ECG
408
Edge Capital Group
Georgia
$5.17M -$863K -4,552 -14%
CFP
409
Curran Financial Partners
South Carolina
$5.17M +$242K +1,276 +5%
PWP
410
Perfromance Wealth Partners
Illinois
$5.1M +$3.6M +19,017 +242%
MSFS
411
Main Street Financial Solutions
Pennsylvania
$5.06M +$423K +2,233 +9%
HTC
412
Haverford Trust Company
Pennsylvania
$4.96M +$2.7M +14,252 +120%
ECM
413
Evergreen Capital Management
Washington
$4.91M +$129K +680 +3%
AAS
414
Ameritas Advisory Services
Nebraska
$4.9M -$2.45M -12,967 -33%
WPC
415
Wedmont Private Capital
Pennsylvania
$4.89M -$26.7K -143 -0.5%
DAS
416
Dynamic Advisor Solutions
Arizona
$4.88M +$3.49M +18,411 +252%
PWM
417
Perigon Wealth Management
California
$4.87M -$289K -1,523 -6%
FMC
418
First Merchants Corp
Indiana
$4.87M -$51.9K -274 -1%
BHWM
419
Bay Harbor Wealth Management
Maryland
$4.84M -$315K -1,662 -6%
WCM
420
Washburn Capital Management
Florida
$4.81M +$500K +2,636 +12%
5SA
421
5th Street Advisors
Connecticut
$4.8M +$1.72M +9,074 +56%
PCA
422
Prosperity Capital Advisors
Ohio
$4.78M +$2.41M +12,720 +102%
HIM
423
Hanlon Investment Management
New Jersey
$4.78M -$2.23M -11,770 -32%
HR
424
Hardy Reed
Mississippi
$4.74M – – –
SAG
425
SageView Advisory Group
California
$4.73M -$628K -3,315 -12%
15 16
17
18 19