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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 %
SCA
426
Snowden Capital Advisors
New York
$4.72M -$128K -673 -3%
PPP
427
Private Portfolio Partners
New Jersey
$4.7M +$23.1K +122 +0.5%
CAC
428
Certified Advisory Corp
Florida
$4.7M +$396K +2,089 +9%
MFS
429
McNamara Financial Services
Massachusetts
$4.7M +$36K +190 +0.8%
PF
430
Parker Financial
Washington
$4.69M +$67.3K +355 +1%
CS
431
Comerica Securities
Michigan
$4.67M +$50.6K +267 +1%
WB
432
WesBanco Bank
West Virginia
$4.66M +$1.68M +8,854 +56%
NEAM
433
New England Asset Management
Connecticut
$4.65M +$134K +705 +3%
CAM
434
Cozad Asset Management
Illinois
$4.65M +$80.2K +423 +2%
WCA
435
Waypoint Capital Advisors
Minnesota
$4.63M +$19.7K +104 +0.4%
TWM
436
TriaGen Wealth Management
California
$4.56M +$46.3K +244 +1%
CG
437
Colony Group
Massachusetts
$4.56M -$191K -1,009 -4%
WAP
438
Wealthcare Advisory Partners
Pennsylvania
$4.55M +$829K +4,375 +22%
AA
439
ALPS Advisors
Colorado
$4.54M -$6.12M -32,310 -57%
VA
440
Valmark Advisers
Ohio
$4.47M +$418K +2,207 +10%
JE
441
JMAC Enterprises
Pennsylvania
$4.45M -$8.34K -44 -0.2%
TA
442
Trellis Advisors
Washington
$4.38M +$406K +2,144 +10%
BCA
443
Bay Colony Advisors
Massachusetts
$4.38M +$368K +1,982 +9%
BTI
444
Blue Trust Inc
Georgia
$4.37M +$277K +1,507 +7%
CWS
445
Cypress Wealth Services
California
$4.29M -$48.5K -256 -1%
JJBC
446
James J. Burns & Company
New York
$4.26M +$1.38M +7,273 +48%
IFA
447
Index Fund Advisors
California
$4.22M +$5.31K +28 +0.1%
TYCC
448
Texas Yale Capital Corp
Florida
$4.21M -$9.48K -50 -0.2%
WCFA
449
Walkner Condon Financial Advisors
Wisconsin
$4.19M +$57.4K +303 +1%
MWA
450
Martel Wealth Advisors
Washington
$4.18M +$28.4K +150 +0.7%
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