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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 %
AP
851
Adero Partners
California
$1.25M – – –
MWM
852
Modera Wealth Management
New Jersey
$1.24M +$121K +639 +11%
SIA
853
Soltis Investment Advisors
Utah
$1.23M +$665K +3,506 +118%
VC
854
Vicus Capital
Pennsylvania
$1.23M -$24.1K -127 -2%
FCP
855
Fidelis Capital Partners
Florida
$1.23M +$1.23M +6,610 New
EBA
856
Eagle Bay Advisors
New York
$1.22M -$6.64K -35 -0.5%
SC
857
SouthState Corp
Florida
$1.21M +$1.9K +10 +0.2%
BMCM
858
Bryn Mawr Capital Management
Pennsylvania
$1.2M +$14.4K +76 +1%
CPA
859
Cardiff Park Advisors
California
$1.19M +$10.2K +54 +0.9%
SSW
860
Stone Summit Wealth
Florida
$1.19M +$107K +566 +10%
ES
861
Eagle Strategies
New York
$1.18M -$174K -918 -13%
EAM
862
Evanson Asset Management
California
$1.18M +$1.9K +10 +0.2%
MFWP
863
Mosaic Family Wealth Partners
Missouri
$1.18M -$131K -692 -10%
RIM
864
Rockbridge Investment Management
New York
$1.17M -$1.14K -6 -0.1%
SSWG
865
Seven Springs Wealth Group
Tennessee
$1.17M -$20.1K -106 -2%
BFIM
866
Beese Fulmer Investment Management
Ohio
$1.17M -$34.9K -184 -3%
FI
867
FIDELIS iM
Oregon
$1.15M – – –
WPC
868
Waters Parkerson & Co
Louisiana
$1.15M +$19K +100 +2%
LG
869
LAM Group
Oregon
$1.15M -$29.4K -155 -2%
FCM
870
Family Capital Management
Michigan
$1.15M -$149K -788 -12%
SPI
871
Santori & Peters Inc
Pennsylvania
$1.15M +$1.15M +6,045 New
AWA
872
Alta Wealth Advisors
Massachusetts
$1.14M +$14K +74 +1%
HCC
873
Hirtle Callaghan & Co
Pennsylvania
$1.14M +$6.64K +35 +0.6%
STB
874
S&T Bank
Pennsylvania
$1.14M – – –
KP
875
Keel Point
Alabama
$1.14M +$11.6K +61 +1%
33 34
35
36 37