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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 %
ACP
501
Aveo Capital Partners
Colorado
$3.46M +$157K +827 +5%
CFO
502
Colony Family Offices
North Carolina
$3.44M -$376K -1,984 -10%
MMPW
503
Mitchell McLeod Pugh & Williams
Alabama
$3.44M +$604K +3,189 +21%
COI
504
Connable Office Inc
Michigan
$3.44M +$28.8K +152 +0.8%
WP
505
WealthPLAN Partners
Nebraska
$3.43M -$91K -480 -3%
AG
506
Ascent Group
Virginia
$3.43M +$186K +983 +6%
FB
507
First Bancorp
Maine
$3.43M -$241K -1,272 -7%
ACM
508
AlphaStar Capital Management
North Carolina
$3.42M +$1.68M +8,983 +96%
FLPIM
509
F.L. Putnam Investment Management
Massachusetts
$3.42M +$87.4K +461 +3%
JFG
510
JMG Financial Group
Illinois
$3.4M +$2.65K +14 +0.1%
CB
511
Commerce Bank
Missouri
$3.38M -$4.36K -23 -0.1%
LWA
512
LWS Wealth Advisors
New Jersey
$3.38M +$112K +591 +3%
SAM
513
S.A. Mason
Michigan
$3.36M -$285K -1,502 -8%
SFPM
514
Sensible Financial Planning & Management
Massachusetts
$3.35M -$1.14K -6 -0%
FDCDDQ
515
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.35M +$202K +1,063 +6%
BF
516
BOK Financial
Oklahoma
$3.33M -$2.48M -13,077 -43%
WA
517
Wealth Alliance
New York
$3.32M -$83.8K -442 -2%
RBC
518
Roble Belko & Company
Pennsylvania
$3.32M +$168K +884 +5%
TT
519
TI-Trust
Illinois
$3.29M +$94.4K +498 +3%
MAM
520
Mystic Asset Management
Rhode Island
$3.29M -$13.6K -72 -0.4%
UBV
521
United Bank (Virginia)
Virginia
$3.28M -$261K -1,377 -7%
RFO
522
RiverGlades Family Offices
Florida
$3.28M -$122K -645 -4%
FF
523
Financial Futures
New Jersey
$3.27M +$8.91K +47 +0.3%
MWM
524
MY Wealth Management
Maryland
$3.26M +$13.1K +69 +0.4%
MAG
525
Mokosak Advisory Group
Iowa
$3.25M +$112K +589 +4%
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