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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 %
GT
876
Greenleaf Trust
Michigan
$1.13M +$1.13M +5,958 New
VWM
877
Venturi Wealth Management
Texas
$1.12M -$4.17K -22 -0.4%
VC
878
Veery Capital
Delaware
$1.12M -$164K -867 -13%
KIA
879
KCM Investment Advisors
California
$1.12M +$80.6K +425 +8%
CWA
880
Cornerstone Wealth Advisors
Minnesota
$1.12M +$27.7K +146 +3%
Wealth Enhancement Advisory Services
881
Wealth Enhancement Advisory Services
Minnesota
$1.12M +$77.3K +408 +7%
TA
882
Tiedemann Advisors
New York
$1.12M – – –
BIA
883
Bell Investment Advisors
California
$1.12M -$2.46K -13 -0.2%
TFCP
884
Twin Focus Capital Partners
Massachusetts
$1.1M +$4.74K +25 +0.4%
NRC
885
New Republic Capital
North Carolina
$1.1M +$3.41K +18 +0.3%
RWG
886
Regal Wealth Group
California
$1.1M +$9.1K +48 +0.8%
BAM
887
BOS Asset Management
Illinois
$1.1M +$12.3K +65 +1%
VFP
888
Verus Financial Partners
Virginia
$1.1M -$83.4K -460 -7%
CAS
889
Coppell Advisory Solutions
Texas
$1.09M +$543K +2,921 +98%
CASC
890
Coppell Advisory Solutions Corp
Texas
$1.09M +$543K +2,921 +98%
GC
891
Gibson Capital
Pennsylvania
$1.09M – – –
MWP
892
Meridian Wealth Partners
Pennsylvania
$1.09M +$20.1K +106 +2%
QCG
893
Quadrant Capital Group
Ohio
$1.09M – – –
RW
894
Rede Wealth
Virginia
$1.09M +$112K +589 +11%
TA
895
TFG Advisers
Michigan
$1.09M +$13.5K +71 +1%
FBFS
896
First Business Financial Services
Wisconsin
$1.09M – – –
CWM
897
Circle Wealth Management
New Jersey
$1.09M – – –
FCBT
898
First Citizens Bank & Trust
North Carolina
$1.08M -$189K -996 -15%
TCPWM
899
Traverso Chambers Private Wealth Management
California
$1.08M +$1.33K +7 +0.1%
MAS
900
Madden Advisory Services
Florida
$1.07M – – –
34 35
36
37 38