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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 %
PG
551
Proffitt & Goodson
Tennessee
$3.01M +$142K +748 +5%
SFB
552
STAR Financial Bank
Indiana
$3.01M +$30.9K +163 +1%
HI
553
Harbour Investments
Wisconsin
$3.01M -$232K -1,224 -7%
SLT
554
St Louis Trust
Missouri
$3M -$3.1M -16,358 -51%
MA
555
Modus Advisors
Minnesota
$3M -$10.6K -56 -0.4%
KeyBank National Association
556
KeyBank National Association
Ohio
$3M +$213K +1,126 +8%
GIA
557
Gladstone Institutional Advisory
Florida
$2.99M -$269K -1,421 -8%
RIA
558
Regal Investment Advisors
Michigan
$2.98M +$461K +2,431 +18%
EBWM
559
Eagle Bluffs Wealth Management
Missouri
$2.98M +$599K +3,160 +25%
CFGS
560
Concourse Financial Group Securities
Alabama
$2.97M -$26K -137 -0.9%
FAP
561
Financial Advisory Partners
Florida
$2.95M -$28.6K -151 -1%
LFA
562
Landmark Financial Advisors
Kentucky
$2.94M -$185K -975 -6%
MA
563
MAS Advisors
Florida
$2.93M -$143K -756 -5%
HFS
564
HBC Financial Services
Washington
$2.92M -$18.8K -99 -0.6%
KCM
565
Kennicott Capital Management
California
$2.92M -$78.9K -416 -3%
KTA
566
Keeley-Teton Advisors
Illinois
$2.88M +$592K +3,121 +26%
ODIJL
567
One Day In July LLC
Vermont
$2.86M -$707K -3,731 -20%
OGF
568
Orin Green Financial
California
$2.85M -$307K -1,620 -10%
GSIS
569
Global Strategic Investment Solutions
Arizona
$2.85M -$905K -4,773 -24%
KPWG
570
KFA Private Wealth Group
Virginia
$2.84M -$56.3K -297 -2%
CC
571
Courier Capital
New York
$2.84M +$7.39K +39 +0.3%
GIM
572
Goelzer Investment Management
Indiana
$2.81M -$22.2K -117 -0.8%
RC
573
Roundview Capital
New Jersey
$2.8M +$134K +709 +5%
DWM
574
Dakota Wealth Management
Florida
$2.8M +$338K +1,785 +14%
CWM
575
Cranbrook Wealth Management
Michigan
$2.79M -$398K -2,100 -12%
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