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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
1
Envestnet Asset Management
Illinois
$608M
2
Bank of America
2
Bank of America
North Carolina
$3.73B
3
WL
3
WIT LLC
District of Columbia
$141M
4
Ameriprise
4
Ameriprise
Minnesota
$496M
5
CIAS
5
CBIZ Investment Advisory Services
Ohio
$57.3M

Top Sellers

1
PFO
1
Pathstone Family Office
New Jersey
$68.4M
2
BlackRock
2
BlackRock
New York
$49.7M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$20.9M
4
CAM
4
Cresset Asset Management
Illinois
$6.27M
5
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$81.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPW
76
Invictus Private Wealth
Colorado
$49M +$1.65M +8,727 +3%
WSTAM
77
Wilbanks Smith & Thomas Asset Management
Virginia
$46.6M +$1.22M +6,425 +3%
AssetMark Inc
78
AssetMark Inc
California
$45.7M +$907K +4,785 +2%
EH
79
Equitable Holdings
New York
$45.5M +$2.62M +13,810 +6%
PAI
80
Pittenger & Anderson Inc
Nebraska
$44.4M +$2.58M +13,600 +6%
MW
81
Marcum Wealth
Ohio
$42.8M -$2.44M -12,884 -5%
AAS
82
Avantax Advisory Services
Texas
$41.6M +$1.07M +5,659 +3%
EIG
83
Ellenbecker Investment Group
Wisconsin
$39.4M +$2.5M +13,190 +7%
JFGLC
84
Johnson Financial Group LLC (Colorado)
Colorado
$39.3M +$1.94M +10,251 +5%
CAN
85
Cetera Advisor Networks
California
$37.4M +$9.83M +51,846 +36%
Bessemer Group
86
Bessemer Group
New Jersey
$37.4M +$84K +443 +0.2%
GC
87
Garde Capital
Washington
$37.3M +$642K +3,389 +2%
CTC
88
Central Trust Company
Missouri
$37M -$2.12M -11,171 -5%
CTB
89
Country Trust Bank
Illinois
$36.3M -$8.03M -42,358 -18%
NHC
90
Nicholas Hoffman & Company
Georgia
$35.1M +$7.83M +41,323 +29%
PA
91
Parallel Advisors
California
$34.9M +$27.4M +144,731 +367%
Cerity Partners
92
Cerity Partners
New York
$34.6M +$3.39M +17,907 +11%
AFAS
93
Acorn Financial Advisory Services
Virginia
$34.4M +$190K +1,002 +0.6%
TTWM
94
TCV Trust & Wealth Management
Virginia
$33.9M -$200K -1,057 -0.6%
KAS
95
Kestra Advisory Services
Texas
$33.7M -$18.7M -98,787 -36%
CFG
96
Citizens Financial Group
Rhode Island
$32.6M -$1.2M -6,336 -4%
NA
97
NewEdge Advisors
Louisiana
$32.2M -$342K -1,823 -1%
UCFA
98
United Capital Financial Advisors
Texas
$31.4M -$3.25M -17,158 -9%
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$31.2M -$507K -2,674 -2%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$30.8M +$130K +684 +0.4%
2 3
4
5 6