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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 %
KF
826
Krilogy Financial
Missouri
$1.35M -$78.1K -412 -5%
GA
827
GFS Advisors
Texas
$1.35M – – –
TWA
828
TCI Wealth Advisors
Arizona
$1.34M -$1.71K -9 -0.1%
FB
829
Fulton Bank
Pennsylvania
$1.34M +$59K +311 +5%
SIS
830
Strategic Investment Solutions
Illinois
$1.32M +$126K +663 +10%
API
831
Advisor Partners II
California
$1.32M +$83K +438 +7%
CF
832
Centaurus Financial
California
$1.32M +$235K +1,242 +22%
TCOV
833
Trust Company of Vermont
Vermont
$1.31M -$19.7K -104 -1%
ESB
834
Essex Savings Bank
Connecticut
$1.31M – – –
SIAS
835
Summit Investment Advisory Services
Minnesota
$1.29M +$1.52K +8 +0.1%
FPIS
836
Financial Planning & Information Services
Wisconsin
$1.29M -$265K -1,397 -17%
SWM
837
Southern Wealth Management
Texas
$1.28M +$311K +1,640 +32%
PIFP
838
Partners in Financial Planning
Virginia
$1.28M -$1.71K -9 -0.1%
PCM
839
Passive Capital Management
Maryland
$1.28M – – –
RBC
840
Romano Brothers & Co
Illinois
$1.27M -$37.9K -200 -3%
CWP
841
Cyndeo Wealth Partners
Florida
$1.27M – – –
LNWWM
842
Laird Norton Wetherby Wealth Management
California
$1.27M +$2.28K +12 +0.2%
CFO
843
Collective Family Office
Pennsylvania
$1.26M +$37.5K +198 +3%
SWA
844
Sutton Wealth Advisors
Florida
$1.25M -$82.8K -437 -6%
WP
845
WMS Partners
Maryland
$1.25M -$86.1K -454 -6%
BC
846
Barrett & Company
Rhode Island
$1.25M +$33.7K +178 +3%
Luther King Capital Management (LKCM)
847
Luther King Capital Management (LKCM)
Texas
$1.25M -$1.23M – –
CIC
848
Carnegie Investment Counsel
Ohio
$1.25M +$11.6K +61 +0.9%
AL
849
ACAS LLC
California
$1.25M +$12.1K +64 +1%
BWM
850
BCS Wealth Management
Tennessee
$1.25M +$297K +1,565 +31%
32 33
34
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