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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 %
GLLW
676
Graves Light Lenhart Wealth
Virginia
$2.16M +$76.8K +405 +4%
WI
677
Wintrust Investments
Illinois
$2.16M +$78.5K +414 +4%
BFG
678
Beacon Financial Group
Texas
$2.15M -$88.9K -476 -4%
CBFP
679
Cedar Brook Financial Partners
Ohio
$2.15M +$77.9K +411 +4%
BWM
680
Brickley Wealth Management
California
$2.15M -$41.1K -217 -2%
TIM
681
Tortoise Investment Management
New York
$2.15M +$173K +912 +9%
ACA
682
Aptus Capital Advisors
Alabama
$2.15M +$1.7M +8,990 +384%
KA
683
Klingman & Associates
New York
$2.15M +$75.8K +400 +4%
FA
684
Forefront Analytics
Pennsylvania
$2.15M +$8.53K +45 +0.4%
IWM
685
IHT Wealth Management
Illinois
$2.14M +$133K +701 +7%
CWM
686
Calamos Wealth Management
Illinois
$2.14M – – –
JPLA
687
Joseph P. Lucia & Associates
New York
$2.12M -$84.2K -444 -4%
VCP
688
Verus Capital Partners
Arizona
$2.12M +$341K +1,797 +19%
CP
689
Camelot Portfolios
Ohio
$2.12M -$120K -633 -5%
MSS
690
Mitchell Sinkler & Starr
Pennsylvania
$2.11M +$852K +4,497 +68%
SOS
691
Silver Oak Securities
Tennessee
$2.1M +$83.2K +439 +4%
HFAS
692
Hummer Financial Advisory Services
Illinois
$2.09M -$25K -132 -1%
Carson Wealth (CWM LLC)
693
Carson Wealth (CWM LLC)
Nebraska
$2.09M +$660K +3,483 +46%
NEWAS
694
N.E.W. Advisory Services
Wisconsin
$2.08M -$24.1K -127 -1%
SPIO
695
Seven Post Investment Office
California
$2.07M – – –
KSWA
696
Kathleen S. Wright Associates
Pennsylvania
$2.07M +$23.3K +123 +1%
NFP
697
Narus Financial Partners
Utah
$2.05M -$92.5K -488 -4%
GL
698
Graypoint LLC
New York
$2.05M -$351K -1,854 -15%
SEI Investments
699
SEI Investments
Pennsylvania
$2.04M -$190 -1 -0%
D
700
Dentgroup
Louisiana
$2.03M +$10.6K +56 +0.5%
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