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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 %
SYBT
701
Stock Yards Bank & Trust
Kentucky
$2.03M -$226K -1,193 -10%
SC
702
Sepio Capital
Utah
$2.03M -$322K -1,697 -14%
WWM
703
Windsor Wealth Management
Indiana
$2.02M +$414K +2,217 +26%
SWA
704
Strategies Wealth Advisors
Michigan
$2.02M -$36K -190 -2%
MFG
705
Merit Financial Group
Georgia
$2.01M +$314K +1,659 +19%
MPWT
706
MassMutual Private Wealth & Trust
Connecticut
$2M – – –
WTA
707
Washington Trust Advisors
Massachusetts
$1.99M -$97.2K -513 -5%
BCM
708
BTC Capital Management
Iowa
$1.99M – – –
VCM
709
Vivaldi Capital Management
Illinois
$1.98M -$216K -1,142 -10%
TFM
710
TFC Financial Management
Massachusetts
$1.97M +$49.9K +263 +3%
VCM
711
Viewpoint Capital Management
Washington
$1.97M – – –
SFWC
712
Strategic Family Wealth Counselors
New Jersey
$1.97M -$49.7K -262 -2%
CFA
713
CWS Financial Advisors
Michigan
$1.97M +$1.19M +6,281 +153%
RWA
714
Ropes Wealth Advisors
Massachusetts
$1.97M -$85.5K -451 -4%
LWP
715
Laurel Wealth Planning
Minnesota
$1.96M -$463K -2,443 -19%
FUBT
716
First United Bank & Trust
Maryland
$1.94M +$213K +1,122 +12%
BFG
717
Berger Financial Group
Minnesota
$1.94M +$67.7K +357 +4%
SFG
718
Sage Financial Group
Pennsylvania
$1.93M +$241K +1,271 +14%
SW
719
SkyOak Wealth
Michigan
$1.92M -$131K -691 -6%
BW
720
BIP Wealth
Georgia
$1.91M +$1.91M +10,054 New
TF
721
Tompkins Financial
New York
$1.9M +$91.7K +484 +5%
EGWAG
722
Elwood & Goetz Wealth Advisory Group
Georgia
$1.9M -$10K -53 -0.5%
LAM
723
Lynch Asset Management
Pennsylvania
$1.9M +$1.9M +10,000 New
MFIMFI
724
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.89M – – –
MBFW
725
Morton Brown Family Wealth
Pennsylvania
$1.88M -$180K -951 -9%
27 28
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