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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 %
AWA
1001
Aaron Wealth Advisors
Illinois
$758K +$60.1K +317 +9%
ECM
1002
Exchange Capital Management
Michigan
$756K +$112K +590 +17%
SWM
1003
SeaCrest Wealth Management
New York
$752K +$569 +3 +0.1%
WWM
1004
Western Wealth Management
Colorado
$751K -$360K -1,898 -32%
NRI
1005
NFP Retirement Inc
California
$750K +$89.1K +470 +13%
HKIMG
1006
Hutchens & Kramer Investment Management Group
Indiana
$746K -$117K -619 -14%
DF
1007
DecisionPoint Financial
Arizona
$746K -$28.2K -149 -4%
PI
1008
PFS Investments
Georgia
$745K +$57.1K +309 +8%
CPSAC
1009
Chas P. Smith & Associates (CPS)
Florida
$744K -$11.9K -63 -2%
EWA
1010
Etesian Wealth Advisors
Oregon
$734K -$6.45K -34 -0.9%
YIA
1011
YHB Investment Advisors
Connecticut
$734K +$384K +2,025 +110%
MIG
1012
McGuire Investment Group
Rhode Island
$732K +$92.5K +488 +14%
RWM
1013
Rockwood Wealth Management
Pennsylvania
$731K – – –
WA
1014
Waterford Advisors
New York
$730K +$23.3K +123 +3%
BTWM
1015
Baker Tilly Wealth Management
Wisconsin
$728K +$478K +2,523 +192%
BONH
1016
Bank of New Hampshire
New Hampshire
$724K +$20.9K +110 +3%
LDB
1017
Lee, Danner & Bass
Tennessee
$723K – – –
KAM
1018
KEB Asset Management
Illinois
$722K – – –
NWM
1019
Northwest Wealth Management
Iowa
$713K +$108K +571 +18%
TWM
1020
Trevian Wealth Management
Massachusetts
$711K -$3.22K -17 -0.5%
CWM
1021
CCG Wealth Management
California
$707K -$75.4K -398 -10%
FIA
1022
Foundations Investment Advisors
Arizona
$703K +$59K +311 +9%
BSWA
1023
Bromfield Sneider Wealth Advisors
Massachusetts
$703K +$35.6K +188 +5%
LWM
1024
Lyell Wealth Management
California
$700K -$27.7K -146 -4%
FPCP
1025
Fort Point Capital Partners
California
$699K -$10.8K -57 -2%
39 40
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