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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 %
CW
451
Cabot-Wellington
Massachusetts
$4.16M -$131K -692 -3%
FCI
452
Financial Counselors Inc
Kansas
$4.11M -$43.6K -230 -1%
HL
453
HeadInvest LLC
Maine
$4.11M -$133K -700 -3%
KTC
454
Kistler-Tiffany Companies
Pennsylvania
$4.1M +$24.5K +129 +0.6%
GWM
455
Greenhouse Wealth Management
Connecticut
$4.09M -$38.3K -202 -0.9%
FHC
456
First Heartland Consultants
Missouri
$4.09M +$377K +1,989 +10%
AO
457
Advisor OS
Illinois
$4.09M -$24.1K -127 -0.6%
AIP
458
Ameritas Investment Partners
Nebraska
$4.06M +$311K +1,641 +8%
OCM
459
One Capital Management
California
$4.05M -$379 -2 -0%
CA
460
Continuum Advisory
Idaho
$4.02M +$489K +2,579 +14%
RA
461
Ruggaard & Associates
Ohio
$4.01M +$4.01M +21,129 New
FCH
462
Freestone Capital Holdings
Washington
$3.95M -$451K -2,381 -10%
WPW
463
Waldron Private Wealth
Pennsylvania
$3.94M -$15.2K -80 -0.4%
SFS
464
Sowell Financial Services
Arkansas
$3.92M -$2.57M -13,583 -40%
FTS
465
Fifth Third Securities
Ohio
$3.9M -$22.9K -121 -0.6%
APC
466
Aspire Private Capital
North Carolina
$3.9M +$30K +158 +0.8%
FAAM
467
First Ascent Asset Management
Colorado
$3.87M -$86.6K -457 -2%
Franklin Resources
468
Franklin Resources
California
$3.85M -$319K -1,683 -8%
PFA
469
Pathway Financial Advisors
Vermont
$3.84M -$78.7K -415 -2%
IAN
470
Integrated Advisors Network
Texas
$3.83M -$1.24M -6,534 -24%
WLIM
471
White Lighthouse Investment Management
Massachusetts
$3.82M +$189K +998 +5%
PWA
472
Peterson Wealth Advisors
Utah
$3.82M +$137K +721 +4%
SFG
473
Sovereign Financial Group
Connecticut
$3.8M +$228K +1,201 +6%
LFP
474
Leeward Financial Partners
Washington
$3.8M +$162K +855 +4%
WIM
475
Waycross Investment Management
Washington
$3.79M +$13.6K +72 +0.4%
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