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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 %
AIA
726
Angeles Investment Advisors
California
$1.88M +$1.88M +9,925 New
DP
727
Denver PWM
Colorado
$1.87M -$25.2K -136 -1%
DCM
728
Dimension Capital Management
Florida
$1.86M – – –
OBWG
729
Onyx Bridge Wealth Group
New York
$1.86M -$3.62M -19,083 -66%
IP
730
Investment Partners
Ohio
$1.86M -$122K -641 -6%
WCP
731
Wick Capital Partners
Pennsylvania
$1.85M +$416K +2,193 +29%
JFA
732
JNBA Financial Advisors
Minnesota
$1.85M -$21.2K -112 -1%
ML
733
Mayport LLC
Massachusetts
$1.84M +$36.4K +192 +2%
B
734
Bailard
California
$1.82M – – –
WIM
735
Westside Investment Management
California
$1.81M -$305K -1,611 -14%
TI
736
Truepoint Inc
Ohio
$1.81M +$7.77K +41 +0.4%
RI
737
Ridgewood Investments
New Jersey
$1.8M -$21.6K -114 -1%
FT
738
Fiduciary Trust
Massachusetts
$1.8M -$14.2K -75 -0.8%
SAF
739
Smith Anglin Financial
Texas
$1.8M +$5.69K +30 +0.3%
SFS
740
Security Financial Services
Indiana
$1.8M +$6.07K +32 +0.3%
WFA
741
Wellspring Financial Advisors
Ohio
$1.8M +$190 +1 +0%
IA
742
IFP Advisors
Florida
$1.79M -$2.16M -17,682 -55%
LHEI
743
Leo H. Evart Inc
California
$1.79M -$51.6K -272 -3%
TFO
744
Tarbox Family Office
California
$1.79M – – –
CAM
745
Columbia Asset Management
Michigan
$1.79M +$84.6K +446 +5%
AFO
746
Arrowroot Family Office
California
$1.79M +$1.79M +9,426 New
PFP
747
Pinnacle Financial Partners
Tennessee
$1.77M – – –
DWP
748
Destiny Wealth Partners
Florida
$1.77M +$85.3K +450 +5%
EWA
749
Encompass Wealth Advisors
Oregon
$1.73M -$37.2K -196 -2%
CM
750
Columbus Macro
Pennsylvania
$1.73M – – –
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