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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.

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
1
Envestnet Asset Management
Illinois
$608M
2
Bank of America
2
Bank of America
North Carolina
$3.73B
3
WL
3
WIT LLC
District of Columbia
$141M
4
Ameriprise
4
Ameriprise
Minnesota
$496M
5
CIAS
5
CBIZ Investment Advisory Services
Ohio
$57.3M

Top Sellers

1
PFO
1
Pathstone Family Office
New Jersey
$68.4M
2
BlackRock
2
BlackRock
New York
$49.7M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$20.9M
4
CAM
4
Cresset Asset Management
Illinois
$6.27M
5
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$81.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
51
Karpus Investment Management
New York
$71M +$933K +4,921 +1%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$70.4M -$1.04M -5,461 -1%
PGFC
53
Peapack-Gladstone Financial Corp
New Jersey
$70.1M +$1.45M +7,646 +2%
RMDI
54
R.M. Davis Inc
Maine
$68.6M +$6.18M +32,576 +10%
PFO
55
Pathstone Family Office
New Jersey
$68.4M -$67.7M -357,098 -50%
FFW
56
Fusion Family Wealth
New York
$68.4M +$1.39M +7,331 +2%
M&T Bank
57
M&T Bank
New York
$66.8M -$2.18M -11,480 -3%
WANY
58
Wealthspire Advisors (New York)
New York
$64.2M +$1.01M +5,341 +2%
HWA
59
Heartwood Wealth Advisors
Virginia
$63.8M +$1.59M +8,370 +3%
PAG
60
Private Advisor Group
New Jersey
$62.3M -$3.02M -15,924 -5%
TNBTD
61
Trustmark National Bank Trust Department
Mississippi
$62M +$8.46M +44,620 +16%
Corient Private Wealth
62
Corient Private Wealth
Florida
$60.4M -$540K -2,848 -0.9%
MML Investors Services
63
MML Investors Services
Massachusetts
$60.1M -$2.8M -14,753 -4%
BAAM
64
Baker Avenue Asset Management
California
$59.2M +$969K +5,110 +2%
Citigroup
65
Citigroup
New York
$59.2M -$1.25M -6,580 -2%
MGIA
66
Moneta Group Investment Advisors
Missouri
$58.8M +$27.3M +144,246 +87%
VCP
67
Vista Capital Partners
Oregon
$57.8M -$101K -532 -0.2%
CIAS
68
CBIZ Investment Advisory Services
Ohio
$57.3M +$54.6M +287,890 +1,968%
AT
69
American Trust
Kentucky
$56.1M +$31.1M +164,327 +125%
CFB
70
Cullen/Frost Bankers
Texas
$55M +$1.21M +6,401 +2%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$54.4M +$10.7M +57,255 +24%
ST
72
Smithfield Trust
Pennsylvania
$50.3M +$516K +2,725 +1%
CAM
73
Chandler Asset Management
California
$49.8M -$8.92M -47,078 -15%
BlackRock
74
BlackRock
New York
$49.7M -$42.5M -224,118 -46%
MECA
75
Miller Equity Capital Advisors
Texas
$49.1M +$6.94M +36,632 +16%
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