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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 %
BSSFA
651
Baron Silver Stevens Financial Advisors
Florida
$2.3M -$637K -3,360 -22%
BMM
652
Berkshire Money Management
Massachusetts
$2.3M -$176K -927 -7%
RWP
653
Revolve Wealth Partners
New Jersey
$2.3M -$116K -614 -5%
WTB
654
Washington Trust Bank
Washington
$2.29M +$29.4K +155 +1%
EWM
655
Evermay Wealth Management
Virginia
$2.29M -$120K -633 -5%
Vontobel Holding
656
Vontobel Holding
Switzerland
$2.28M -$8.15K -43 -0.4%
CIA
657
Compass Ion Advisors
Pennsylvania
$2.27M -$61.8K -326 -3%
MWP
658
MYCIO Wealth Partners
Pennsylvania
$2.27M +$2.46K +13 +0.1%
MAM
659
Marquette Asset Management
Minnesota
$2.27M -$24.3K -128 -1%
OWA
660
Octavia Wealth Advisors
Ohio
$2.26M +$11.6K +61 +0.5%
MIS
661
Morningstar Investment Services
Illinois
$2.26M +$45.2K +243 +2%
GLA
662
Great Lakes Advisors
Illinois
$2.26M – – –
BG
663
Benedetti & Gucer
Georgia
$2.26M -$57.3K -302 -2%
AWM
664
Apollon Wealth Management
South Carolina
$2.25M -$191K -1,005 -8%
ACI
665
Alpha Cubed Investments
California
$2.25M +$366K +1,931 +19%
GWM
666
Greenwich Wealth Management
Connecticut
$2.24M +$211K +1,113 +10%
R
667
Rebalance
California
$2.24M +$7.01K +37 +0.3%
LFAS
668
Level Four Advisory Services
Texas
$2.23M -$59.7K -315 -3%
SC
669
Stephens Consulting
Michigan
$2.23M -$6.82K -36 -0.3%
ECA
670
Elevated Capital Advisors
Utah
$2.2M +$48.5K +256 +2%
NWM
671
NEIRG Wealth Management
Massachusetts
$2.19M -$60.5K -319 -3%
AWA
672
Acorn Wealth Advisors
Michigan
$2.19M +$3.6K +19 +0.2%
NFP
673
NorthLanding Financial Partners
New York
$2.18M -$711K -3,751 -25%
IBOK
674
Independence Bank of Kentucky
Kentucky
$2.18M -$37K -195 -2%
BRM
675
Boston Research & Management
Massachusetts
$2.17M -$23.7K -125 -1%
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