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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 %
DC
626
Davenport & Co
Virginia
$2.47M +$132K +697 +6%
RIM
627
RW Investment Management
Idaho
$2.46M +$1.15M +6,054 +87%
PA
628
Procyon Advisors
Connecticut
$2.45M +$19.7K +104 +0.8%
SQA
629
Simon Quick Advisors
New Jersey
$2.43M +$20.7K +109 +0.9%
WA
630
WP Advisors
California
$2.43M +$1.92M +10,114 +372%
AWAP
631
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.42M -$9.1K -48 -0.4%
NFG
632
Nations Financial Group
Iowa
$2.41M +$56.1K +296 +2%
PIA
633
Pinion Investment Advisors
Kansas
$2.41M +$879K +4,639 +58%
WF
634
Warner Financial
Maryland
$2.41M +$26.5K +140 +1%
TWM
635
Tanager Wealth Management
United Kingdom
$2.39M -$20.9K -110 -0.9%
SFA
636
Sequoia Financial Advisors
Ohio
$2.38M -$18.4K -97 -0.8%
MCWS
637
McKinley Carter Wealth Services
West Virginia
$2.38M -$434K -2,291 -15%
SSB
638
Sandy Spring Bank
Maryland
$2.38M +$267K +1,407 +13%
MHIC
639
Marble Harbor Investment Counsel
Massachusetts
$2.38M -$190K -1,000 -7%
LC
640
Lindbrook Capital
California
$2.37M +$190 +1 +0%
Nuveen Asset Management
641
Nuveen Asset Management
Illinois
$2.37M -$9.2M -48,500 -80%
EDRH
642
Edmond de Rothschild Holding
Switzerland
$2.37M – – –
LF
643
Lee Financial
Texas
$2.36M -$77.9K -411 -3%
PFG
644
Pinnacle Financial Group
Illinois
$2.34M +$102K +537 +5%
WP
645
WealthSource Partners
California
$2.34M -$20.5K -108 -0.9%
BAMG
646
Brand Asset Management Group
Missouri
$2.34M +$11.8K +62 +0.5%
FA
647
Flagstar Advisors
New York
$2.33M -$452K -2,382 -16%
MFT
648
Moisand Fitzgerald Tamayo
Florida
$2.31M -$41.1K -217 -2%
MA
649
Mosaic Advisors
Texas
$2.31M +$9.29K +49 +0.4%
HWA
650
Hilltop Wealth Advisors
North Carolina
$2.3M +$88.5K +467 +4%
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