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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 %
SWA
576
SOA Wealth Advisors
New York
$2.79M +$2.46K +13 +0.1%
WWC
577
Waypoint Wealth Counsel
Georgia
$2.78M -$269K -1,418 -9%
TMWM
578
Taylor & Morgan Wealth Management
Michigan
$2.78M +$1.33K +7 +0%
GCA
579
Gradient Capital Advisors
California
$2.77M -$52.5K -277 -2%
Prudential Financial
580
Prudential Financial
New Jersey
$2.75M -$82.5K -462 -3%
AI
581
Accredited Investors
Minnesota
$2.75M -$69K -364 -2%
CI
582
Cordant Inc
Oregon
$2.74M -$145K -767 -5%
BKA
583
Brick & Kyle Associates
Pennsylvania
$2.74M -$4.74K -25 -0.2%
LFG
584
Larson Financial Group
Missouri
$2.73M +$730K +3,853 +36%
ONSWM
585
Old North State Wealth Management
North Carolina
$2.73M +$7.59K +40 +0.3%
WF
586
Welch & Forbes
Massachusetts
$2.72M +$329K +1,737 +14%
LSAG
587
Lake Street Advisors Group
New Hampshire
$2.71M +$816K +4,307 +43%
BFP
588
Beacon Financial Planning
Massachusetts
$2.69M +$131K +689 +5%
GPWA
589
Great Point Wealth Advisors
Massachusetts
$2.69M – – –
SWM
590
Soundmark Wealth Management
Washington
$2.68M +$485K +2,557 +22%
PFM
591
Phillips Financial Management
Indiana
$2.68M -$25.2K -133 -0.9%
BFA
592
Bragg Financial Advisors
North Carolina
$2.68M -$41.7K -220 -2%
BIM
593
Bridges Investment Management
Nebraska
$2.66M -$30.3K -160 -1%
WJWM
594
Williams Jones Wealth Management
New York
$2.66M +$2.09K +11 +0.1%
MF
595
Meridian Financial
Massachusetts
$2.66M – – –
SF
596
Synovus Financial
Georgia
$2.66M +$81.3K +429 +3%
WFA
597
Wade Financial Advisory
California
$2.66M -$241K -1,270 -8%
FRA
598
Frank Rimerman Advisors
California
$2.65M – – –
AFP
599
Ausdal Financial Partners
Iowa
$2.64M +$252K +1,327 +11%
CWC
600
Carolinas Wealth Consulting
North Carolina
$2.64M +$5.31K +28 +0.2%
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