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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 %
WTFG
1026
Wells Trecaso Financial Group
Ohio
$699K +$59.7K +315 +9%
SDWMA
1027
Schneider Downs Wealth Management Advisors
Pennsylvania
$699K -$36.8K -194 -5%
EFL
1028
ERn Financial LLC
Wisconsin
$697K -$72.6K -383 -9%
CA
1029
CGN Advisors
Kansas
$696K +$65K +343 +10%
SEP
1030
Southland Equity Partners
Missouri
$696K -$1.71K -9 -0.2%
IIC
1031
Integrated Investment Consultants
Michigan
$694K -$108K -572 -14%
RCG
1032
Regatta Capital Group
California
$694K – – –
BSB
1033
Bangor Savings Bank
Maine
$690K – – –
RSS
1034
Rosenblum Silverman Sutton
California
$690K -$25.6K -135 -4%
HS
1035
Horan Securities
United States
$687K +$43K +227 +7%
AC
1036
Abbrea Capital
California
$687K – – –
DPI
1037
Diversified Portfolios Inc
Michigan
$684K +$684K +3,609 New
BFM
1038
Boston Financial Management
Massachusetts
$684K – – –
BWCS
1039
Beirne Wealth Consulting Services
Connecticut
$682K -$75.3K -397 -10%
SOAG
1040
Silver Oak Advisory Group
Oregon
$681K -$23.9K -126 -3%
RWA
1041
River Wealth Advisors
Pennsylvania
$679K -$11.6K -61 -2%
FNWM
1042
Financial Network Wealth Management
Utah
$677K +$46.4K +245 +7%
SSWM
1043
Smith Salley Wealth Management
North Carolina
$672K – – –
BC
1044
Brio Consultants
California
$669K -$8.91K -47 -1%
RG
1045
Rathbones Group
United Kingdom
$666K – – –
SFS
1046
Strategic Financial Services
New York
$664K – – –
RA
1047
RFG Advisory
Alabama
$662K +$18.6K +98 +3%
CIA
1048
Capital Investment Advisors
Georgia
$662K -$28.2K -149 -4%
HCM
1049
Hall Capital Management
Rhode Island
$662K +$14.4K +76 +2%
IF
1050
Ironwood Financial
Arizona
$660K +$97.6K +515 +17%
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42
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