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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 %
AFG
926
Allegheny Financial Group
Pennsylvania
$990K +$88.1K +465 +10%
VIM
927
Vista Investment Management
Pennsylvania
$983K -$20.5K -108 -2%
SWM
928
Silverlake Wealth Management
Vermont
$982K -$7.58K -40 -0.8%
SFC
929
Strategic Financial Concepts
Texas
$980K +$980K +5,168 New
CAL
930
Capital Analysts LLC
Pennsylvania
$978K +$67.6K +357 +7%
PD
931
Planning Directions
Pennsylvania
$975K +$38.3K +202 +4%
Fiera Capital (Canada)
932
Fiera Capital (Canada)
Quebec, Canada
$969K +$16.9K +89 +2%
PO
933
Private Ocean
California
$964K +$18.4K +97 +2%
WRPWM
934
Werba Rubin Papier Wealth Management
California
$962K – – –
CAM
935
Cidel Asset Management
Ontario, Canada
$957K – – –
ZF
936
Zhang Financial
Michigan
$954K -$65.2K -344 -6%
CWMGP
937
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$953K -$1.74M -9,187 -65%
CMBA
938
C.M. Bidwell & Associates
Hawaii
$952K -$58.8K -310 -6%
JCM
939
Jag Capital Management
Missouri
$951K – – –
AWA
940
Arete Wealth Advisors
Illinois
$949K -$23.1K -122 -2%
FAB
941
First American Bank
Illinois
$947K -$27.1K -143 -3%
ASW
942
Astoria Strategic Wealth
Texas
$946K -$1.33K -7 -0.1%
DFA
943
Delta Financial Advisors
Louisiana
$944K +$1.52K +8 +0.2%
1SB
944
1ST Source Bank
Indiana
$944K +$210K +1,107 +29%
DWM
945
Defined Wealth Management
Oregon
$938K -$12.5K -66 -1%
RA
946
Rodgers & Associates
Pennsylvania
$925K +$190 +1 +0%
SFG
947
Sunburst Financial Group
Alabama
$922K +$33.7K +178 +4%
PNC
948
Park National Corp
Ohio
$921K -$9.29K -49 -1%
DSA
949
Droms Strauss Advisors
Missouri
$917K -$33.2K -175 -3%
DT
950
Diversified Trust
Tennessee
$916K +$496K +2,617 +118%
36 37
38
39 40