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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 %
CWM
526
Cornerstone Wealth Management
Missouri
$3.25M +$3.25M +17,144 New
FHA
527
First Horizon Advisors
Tennessee
$3.24M -$531K -2,800 -14%
MAS
528
Meeder Advisory Services
Ohio
$3.24M +$333K +1,757 +11%
FI
529
Financial Insights
Washington
$3.23M +$620K +3,269 +24%
FFL
530
Financial Freedom LLC
Ohio
$3.23M +$185K +978 +6%
AHC
531
Anderson Hoagland & Co
Missouri
$3.22M +$62.4K +329 +2%
PWMG
532
Pioneer Wealth Management Group
Texas
$3.22M +$1.9K +10 +0.1%
FWS
533
FinDec Wealth Services
California
$3.19M -$45.9K -242 -1%
DI
534
DAGCO Inc
Ohio
$3.17M +$1.42M +7,479 +81%
JWCA
535
J.W. Cole Advisors
Florida
$3.17M -$2.15M -11,343 -40%
AL
536
Aspiriant LLC
California
$3.17M +$624K +3,294 +25%
GCP
537
Gill Capital Partners
Colorado
$3.14M +$188K +994 +6%
MC
538
McMorgan & Co
California
$3.14M -$5.04M -26,601 -62%
Deutsche Bank
539
Deutsche Bank
Germany
$3.14M -$205K -1,082 -6%
MG
540
Mather Group
Illinois
$3.1M +$93.8K +495 +3%
SB
541
Strategic Blueprint
Georgia
$3.1M +$67.9K +358 +2%
MFG
542
Magnus Financial Group
New York
$3.09M +$10.6K +56 +0.3%
TFS
543
Thoroughbred Financial Services
Tennessee
$3.08M +$65.6K +346 +2%
GBT
544
Grove Bank & Trust
Florida
$3.05M -$365K -1,927 -11%
WFA
545
West Financial Advisors
Iowa
$3.05M +$20.1K +106 +0.7%
MSWMA
546
Market Street Wealth Management Advisors
Indiana
$3.04M -$1.47M -7,750 -33%
RSWM
547
Robertson Stephens Wealth Management
California
$3.04M -$1.53M -8,056 -33%
CAMG
548
CWA Asset Management Group
Florida
$3.02M +$66K +348 +2%
CHA
549
Carmichael Hill & Associates
Maryland
$3.01M +$51.8K +273 +2%
RIG
550
Ramiah Investment Group
Wisconsin
$3.01M -$42.8K -226 -1%
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