VB icon

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 %
PFGIA
976
Patriot Financial Group Insurance Agency
Massachusetts
$857K +$29.2K +154 +4%
AMR
977
Asset Management Resources
Massachusetts
$850K -$81.9K -432 -9%
CCFM
978
Clear Creek Financial Management
Washington
$837K -$1.06M -5,596 -56%
PCIA
979
Prime Capital Investment Advisors
Kansas
$831K -$386K -2,036 -32%
CAM
980
CPA Asset Management
Florida
$830K – – –
SVWAG
981
Sound View Wealth Advisors Group
Georgia
$829K -$239K -1,262 -22%
NGA
982
Naples Global Advisors
Florida
$828K +$29.2K +154 +4%
LPAM
983
Lodestar Private Asset Management
California
$826K -$66.9K -353 -7%
NCM
984
Northwest Capital Management
Oregon
$816K +$13.8K +73 +2%
BOM
985
Bank of Marin
California
$815K – – –
TRCT
986
Tower Research Capital (TRC)
New York
$797K +$786K +4,147 +7,150%
AWM
987
Aspire Wealth Management
Massachusetts
$797K -$4.74K -25 -0.6%
LW
988
Libra Wealth
California
$795K – – –
SWA
989
Sightline Wealth Advisors
Connecticut
$793K +$305K +1,611 +63%
TCM
990
Traynor Capital Management
Pennsylvania
$793K +$379 +2 +0%
SCM
991
Spreng Capital Management
Ohio
$788K -$13.3K -70 -2%
CCA
992
Conservest Capital Advisors
Pennsylvania
$788K +$101K +535 +15%
HIA
993
Harbor Investment Advisory
Maryland
$786K -$59.9K -316 -7%
SCA
994
Stillwater Capital Advisors
Pennsylvania
$781K -$199K -1,050 -20%
EFG
995
Everhart Financial Group
Ohio
$781K -$15.8K -84 -2%
NSIM
996
North Star Investment Management
Illinois
$775K -$18K -95 -2%
HWA
997
Heritage Wealth Advisors
Virginia
$775K -$5.69K -30 -0.7%
RWM
998
Ritholtz Wealth Management
New York
$774K +$5.31K +28 +0.7%
BCP
999
Berkeley Capital Partners
Georgia
$770K -$11.6K -61 -1%
TWD
1000
True Wealth Design
Ohio
$758K -$71.1K -375 -9%
38 39
40
41 42