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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 %
ZB
951
Zions Bancorporation
Utah
$915K – – –
RWM
952
Revisor Wealth Management
Ohio
$915K +$915K +4,826 New
SFP
953
Strategic Financial Partners
Oregon
$911K -$43.4K -229 -5%
FFA
954
Founders Financial Alliance
North Carolina
$910K -$38.5K -203 -4%
LFS
955
Lutz Financial Services
Nebraska
$910K -$123K -648 -12%
ZCM
956
Ziegler Capital Management
Illinois
$906K +$322K +1,698 +55%
SG
957
Somerset Group
Minnesota
$904K -$1.9K -10 -0.2%
FAIM
958
Financial Advocates Investment Management
Washington
$903K -$750K -3,958 -45%
WEG
959
World Equity Group
Illinois
$899K +$542K +13,415 +152%
TC
960
TownSquare Capital
Utah
$898K +$259K +1,366 +41%
ORC
961
O'Rourke & Company
Massachusetts
$892K +$1.14K +6 +0.1%
AMM
962
American Money Management
California
$891K -$64.3K -339 -7%
AAMC
963
Asset Allocation & Management Company
Illinois
$891K – – –
RCA
964
Ranch Capital Advisors
Florida
$890K +$16.9K +89 +2%
VFIC
965
Valley Forge Investment Consultants
Pennsylvania
$889K +$1.52K +8 +0.2%
OFG
966
Oxford Financial Group
Indiana
$882K -$1.06M -5,615 -55%
RW
967
REDW Wealth
New Mexico
$876K +$86.4K +456 +11%
BBNB
968
Baker Boyer National Bank
Washington
$873K – – –
VFG
969
V2 Financial group
Illinois
$870K +$379 +2 +0%
XF
970
XML Financial
Maryland
$869K – – –
IAA
971
Independent Advisor Alliance
North Carolina
$868K -$3.03K -16 -0.3%
WFAG
972
Wescott Financial Advisory Group
Pennsylvania
$867K -$6.83K -36 -0.8%
JWM
973
Jeppson Wealth Management
California
$864K +$17.8K +94 +2%
CWM
974
Cahill Wealth Management
Michigan
$862K -$27.3K -144 -3%
DFC
975
DBK Financial Counsel
Ohio
$859K -$49.3K -260 -5%
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