VB icon

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 %
FA
751
FDx Advisors
Illinois
$1.73M – – –
SLWA
752
San Luis Wealth Advisors
California
$1.72M +$1.72M +9,071 New
ME
753
McIlrath & Eck
Washington
$1.72M +$301K +1,588 +21%
BHWM
754
Beaird Harris Wealth Management
Texas
$1.7M -$11.4K -60 -0.7%
LWM
755
Liberty Wealth Management
California
$1.69M +$1.69M +8,897 New
MOS
756
MGO One Seven
Ohio
$1.68M -$109K -573 -6%
CFA
757
Cahill Financial Advisors
Minnesota
$1.68M +$77.3K +408 +5%
IRAG
758
Investment Research & Advisory Group
Georgia
$1.68M -$2.23M -11,768 -57%
PWP
759
Principle Wealth Partners
Connecticut
$1.68M -$960K -5,066 -36%
MA
760
MONECO Advisors
Connecticut
$1.67M -$100K -529 -6%
AIM
761
Anchor Investment Management
South Carolina
$1.66M +$24.5K +129 +1%
FNBOO
762
First National Bank of Omaha
Nebraska
$1.66M -$254K -1,338 -13%
MCA
763
Maryland Capital Advisors
Maryland
$1.66M -$107K -566 -6%
CFGSD
764
Compass Financial Group (South Dakota)
South Dakota
$1.65M -$758 -4 -0%
FFN
765
Focus Financial Network
Minnesota
$1.65M +$1.65M +8,710 New
CGPCS
766
Capital Group Private Client Services
California
$1.65M -$388K -2,049 -19%
SFG
767
StrategIQ Financial Group
Indiana
$1.64M – – –
PPFA
768
Provida Pension Fund Administrator
Chile
$1.63M – – –
MAM
769
McLean Asset Management
Virginia
$1.63M -$598K -3,153 -27%
KFA
770
Kelleher Financial Advisors
New York
$1.62M +$549K +2,895 +51%
EA
771
Eclectic Associates
California
$1.6M +$136K +715 +9%
BHIC
772
Bassett Hargrove Investment Counsel
Delaware
$1.6M -$94.8K -500 -6%
CSB
773
City State Bank
Iowa
$1.6M -$14.6K -77 -0.9%
PFSC
774
Peoples Financial Services Corp
Pennsylvania
$1.59M +$487K +2,568 +44%
AWM
775
Avior Wealth Management
Nebraska
$1.58M +$120K +641 +8%
29 30
31
32 33