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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 %
TFF
901
The Family Firm
Maryland
$1.07M -$61.4K -324 -5%
KWM
902
Kingsview Wealth Management
Oregon
$1.07M -$188K -994 -15%
DI
903
Disciplined Investments
Oklahoma
$1.06M -$26.7K -141 -2%
SGCA
904
Steel Grove Capital Advisors
Tennessee
$1.06M -$48K -253 -4%
Neuberger Berman Group
905
Neuberger Berman Group
New York
$1.05M – – –
CSIC
906
Clifford Swan Investment Counsel
California
$1.05M -$8.15K -43 -0.8%
BWP
907
BSW Wealth Partners
Colorado
$1.05M -$6.64K -35 -0.6%
SCP
908
Shorepoint Capital Partners
Massachusetts
$1.05M -$6.2M -32,711 -86%
CPP
909
Capasso Planning Partners
South Carolina
$1.04M -$62.9K -332 -6%
RRA
910
Round Rock Advisors
Connecticut
$1.04M -$45.5K -240 -4%
SCI
911
Stableford Capital II
Arizona
$1.04M +$1.04M +5,675 New
ARC
912
Advisor Resource Council
Texas
$1.03M +$1.03M +5,489 New
OA
913
Oxbow Advisors
Texas
$1.03M – – –
GW
914
GW & Wade
Massachusetts
$1.03M +$59.5K +314 +6%
CSWM
915
Cassady Schiller Wealth Management
Ohio
$1.02M +$33.2K +175 +3%
SHFA
916
SC&H Financial Advisors
Maryland
$1.02M +$1.71K +9 +0.2%
RWM
917
Refined Wealth Management
Utah
$1.02M -$165K -872 -14%
VCM
918
Virtue Capital Management
Tennessee
$1.01M +$1.01M +5,538 New
SF
919
Safeguard Financial
Wisconsin
$1.01M -$66.5K -351 -6%
VFA
920
Valeo Financial Advisors
Indiana
$1.01M -$70.7K -373 -7%
KFP
921
KMG Fiduciary Partners
Ohio
$1.01M +$581K +3,065 +137%
CSPAM
922
Cary Street Partners Asset Management
Virginia
$1M -$21.2K -112 -2%
AWM
923
Axxcess Wealth Management
California
$998K +$65.6K +346 +7%
1WM
924
1900 Wealth Management
Texas
$994K – – –
BP
925
BBR Partners
New York
$993K – – –
35 36
37
38 39