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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.

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
1
Envestnet Asset Management
Illinois
$608M
2
Bank of America
2
Bank of America
North Carolina
$3.73B
3
WL
3
WIT LLC
District of Columbia
$141M
4
Ameriprise
4
Ameriprise
Minnesota
$496M
5
CIAS
5
CBIZ Investment Advisory Services
Ohio
$57.3M

Top Sellers

1
PFO
1
Pathstone Family Office
New Jersey
$68.4M
2
BlackRock
2
BlackRock
New York
$49.7M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$20.9M
4
CAM
4
Cresset Asset Management
Illinois
$6.27M
5
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$81.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
26
TIAA FSB
Florida
$155M -$2.05M -10,794 -1%
S
27
SignatureFD
Georgia
$143M +$967K +5,099 +0.7%
WL
28
WIT LLC
District of Columbia
$141M +$71.1M +375 +101%
MWM
29
Mission Wealth Management
California
$141M +$10.6M +55,971 +8%
HighTower Advisors
30
HighTower Advisors
Illinois
$139M -$6.1M -32,161 -4%
MRC
31
Millburn Ridgefield Corp
New York
$137M +$7.57M +39,927 +6%
CCA
32
Catalyst Capital Advisors
New York
$137M +$7.56M +39,897 +6%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$130M +$3.79M +19,987 +3%
JPMPWA
34
J.P. Morgan Private Wealth Advisors
California
$129M +$7.81M +41,180 +6%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$126M +$48.6M +256,388 +63%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$123M +$3.32M +17,537 +3%
RJA
37
Raymond James & Associates
Florida
$122M +$1.62M +8,540 +1%
State Street
38
State Street
Massachusetts
$115M +$41.7M +220,100 +57%
Truist Financial
39
Truist Financial
North Carolina
$110M -$720K -3,797 -0.6%
1832 Asset Management
40
1832 Asset Management
Ontario, Canada
$105M -$465K -2,452 -0.4%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$104M +$2.16M +11,386 +2%
US Bancorp
42
US Bancorp
Minnesota
$87.1M -$2.59M -13,683 -3%
BPWM
43
Badgley Phelps Wealth Managers
Washington
$83.2M +$1.96M +10,358 +2%
EA
44
Efficient Advisors
Ohio
$82.9M +$2.32M +12,256 +3%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$82.2M -$5.71M -30,129 -6%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$81.7M -$21M -110,732 -20%
Vanguard Group
47
Vanguard Group
Pennsylvania
$74.4M +$1.86M +9,812 +3%
Natixis Advisors
48
Natixis Advisors
Massachusetts
$73.5M -$1.26M -6,673 -2%
PA
49
Pinnacle Associates
New York
$72.9M +$673K +3,551 +0.9%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$71.9M +$440K +2,319 +0.6%
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