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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 %
TPCW
476
TD Private Client Wealth
New York
$3.79M +$89.5K +472 +2%
SWP
477
Summit Wealth Partners
Florida
$3.78M -$47.8K -252 -1%
SB
478
Simmons Bank
Arkansas
$3.78M -$385K -2,029 -9%
SL
479
Salomon & Ludwin
Virginia
$3.75M -$33.4K -176 -0.9%
WBCM
480
Wilson & Boucher Capital Management
California
$3.74M +$142K +750 +4%
EFS
481
Essex Financial Services
Connecticut
$3.74M -$84K -443 -2%
PFG
482
PAX Financial Group
Texas
$3.74M -$213K -1,124 -5%
PFS
483
Prospera Financial Services
Texas
$3.73M +$1.78M +9,379 +91%
FMII
484
Farmers & Merchants Investments Inc
Nebraska
$3.73M -$6.07K -32 -0.2%
TDWM
485
Topel & Distasi Wealth Management
California
$3.71M -$58.4K -308 -2%
EWA
486
Exencial Wealth Advisors
Oklahoma
$3.66M -$13.5K -71 -0.4%
NFG
487
Nadler Financial Group
Illinois
$3.62M +$296K +1,560 +9%
MCCA
488
Mill Creek Capital Advisors
Pennsylvania
$3.62M +$3.27M +17,262 +954%
LIG
489
Lokken Investment Group
Delaware
$3.58M +$665K +3,506 +23%
SWM
490
SigFig Wealth Management
California
$3.57M +$1.28M +6,739 +56%
PA
491
PFG Advisors
Arizona
$3.55M +$275K +1,451 +8%
BAM
492
Belpointe Asset Management
Nevada
$3.53M +$474K +2,501 +15%
NOI
493
Newton One Investments
Delaware
$3.53M -$142K -747 -4%
CSPIA
494
Cary Street Partners Investment Advisory
Virginia
$3.52M +$36.4K +192 +1%
AMBIA
495
Allen Mooney & Barnes Investment Advisors
Georgia
$3.52M -$414K -2,183 -11%
CPRC
496
Consolidated Portfolio Review Corp
New York
$3.51M +$3.51M +18,519 New
GG
497
Gleason Group
Kentucky
$3.5M +$13.8K +73 +0.4%
NL
498
NWAM LLC
Washington
$3.49M -$2.14M -11,271 -38%
IA
499
IFG Advisors
Missouri
$3.48M +$93.3K +492 +3%
RFA
500
RTD Financial Advisors
Pennsylvania
$3.46M -$59.3K -313 -2%
18 19
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