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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 %
DWT
601
Dorsey & Whitney Trust
South Dakota
$2.63M -$16.5K -87 -0.6%
ACA
602
Affinity Capital Advisors
California
$2.63M -$80.4K -424 -3%
PAM
603
Peak Asset Management
Colorado
$2.62M +$1.24M +6,552 +90%
MFGM
604
Marshall Financial Group (Maryland)
Maryland
$2.61M -$44.4K -234 -2%
AA
605
Alesco Advisors
New York
$2.61M -$11.4K -60 -0.4%
RFP
606
Roth Financial Partners
Texas
$2.61M -$116K -610 -4%
JAG
607
Journey Advisory Group
Kentucky
$2.61M +$1.65M +8,701 +173%
SMC
608
Smith, Moore & Co
Missouri
$2.6M -$96.1K -507 -4%
PIAS
609
PCA Investment Advisory Services
Ohio
$2.59M +$2.59M +13,670 New
HWM
610
HFG Wealth Management
Texas
$2.59M +$2.59M +13,660 New
OCM
611
Objective Capital Management
Ohio
$2.59M +$152K +801 +6%
CI
612
Conning Inc
Connecticut
$2.58M -$289K -1,525 -10%
MWM
613
Meridian Wealth Management
Kentucky
$2.58M +$149K +785 +6%
UB
614
UMB Bank
Missouri
$2.57M -$920K -4,855 -26%
GPI
615
General Partner Inc
Pennsylvania
$2.56M – – –
BWA
616
BDO Wealth Advisors
Florida
$2.55M -$169K -892 -6%
WB
617
West Bancorporation
Iowa
$2.55M -$40.4K -213 -2%
SCM
618
SOL Capital Management
Maryland
$2.55M -$6.64K -35 -0.3%
TWM
619
Thrive Wealth Management
Pennsylvania
$2.53M +$25.6K +135 +1%
CA
620
Claro Advisors
Massachusetts
$2.52M -$216K -1,141 -8%
WA
621
Waverly Advisors
Alabama
$2.51M -$22.4K -118 -0.9%
WCM
622
Windham Capital Management
Massachusetts
$2.51M +$17.8K +94 +0.7%
HCMT
623
Highland Capital Management (Tennessee)
Tennessee
$2.48M +$72.2K +381 +3%
HT
624
Heritage Trust
Oklahoma
$2.48M – – –
TFA
625
Trinity Financial Advisors
Ohio
$2.47M -$98.6K -520 -4%
23 24
25
26 27