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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 %
SC
776
Scotia Capital
Ontario, Canada
$1.58M -$89.7K -473 -5%
VBFP
777
Valtinson Bruner Financial Planning
Minnesota
$1.57M -$490K -2,587 -24%
WIA
778
World Investment Advisors
California
$1.56M +$63.1K +333 +4%
EPP
779
ETF Portfolio Partners
Kansas
$1.56M +$1.9K +10 +0.1%
G
780
Gainplan
Michigan
$1.56M +$434K +2,288 +39%
RVPG
781
Relative Value Partners Group
$1.54M +$542K +2,862 +54%
RPCONE
782
Retirement Planning Company of New England
Rhode Island
$1.54M -$24.1K -127 -2%
IA
783
IFG Advisory
Georgia
$1.53M +$42.5K +224 +3%
GWMIA
784
Global Wealth Management Investment Advisory
Florida
$1.52M +$149K +787 +11%
STA
785
Summit Trail Advisors
New York
$1.51M -$254K -1,340 -14%
BJL
786
Brighton Jones LLC
Washington
$1.51M -$82.3K -434 -5%
FNT
787
First National Trust
Pennsylvania
$1.5M -$555K -2,929 -27%
TCA
788
Transcend Capital Advisors
New Jersey
$1.5M -$134K -709 -8%
ACIM
789
Azimuth Capital Investment Management
Michigan
$1.5M -$4.55K -24 -0.3%
PBF
790
Petix & Botte Financial
California
$1.5M +$1.5M +7,894 New
SAM
791
Sawgrass Asset Management
Florida
$1.49M – – –
SWM
792
Spire Wealth Management
Virginia
$1.49M +$550K +2,901 +58%
CFD
793
Creative Financial Designs
Indiana
$1.49M -$89.7K -473 -6%
SC
794
Schoolcraft Capital
Colorado
$1.49M -$5.88K -31 -0.4%
HFW
795
Horizon Family Wealth
Illinois
$1.48M +$14.2K +75 +1%
ATC
796
Argent Trust Co
Tennessee
$1.48M -$48.3K -255 -3%
CCM
797
Canal Capital Management
Virginia
$1.48M – – –
FNBT
798
FineMark National Bank & Trust
Florida
$1.48M +$5.31K +28 +0.4%
PTC
799
Private Trust Company
Ohio
$1.47M +$300K +1,585 +26%
KA
800
Kovack Advisors
Florida
$1.46M +$70.7K +373 +5%
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