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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 %
MWM
1076
MorganRosel Wealth Management
Colorado
$618K +$232K +1,222 +60%
MCG
1077
McCollum Christoferson Group
New York
$605K +$11.4K +60 +2%
PIA
1078
Perennial Investment Advisors
California
$600K +$26.5K +140 +5%
WC
1079
Waterloo Capital
Texas
$598K +$598K +3,155 New
RIA
1080
Realta Investment Advisors
Delaware
$598K +$362K +1,912 +154%
TC
1081
TAP Consulting
Missouri
$598K -$1.52K -8 -0.3%
MWM
1082
Maripau Wealth Management
Indiana
$598K +$379 +2 +0.1%
SWM
1083
Segment Wealth Management
Texas
$594K +$1.33K +7 +0.2%
OA
1084
Operose Advisors
Wisconsin
$592K -$5.88K -31 -1%
TH
1085
TCTC Holdings
Texas
$592K – – –
THL
1086
Tillman Hartley LLC
Colorado
$592K -$6.45K -34 -1%
AMCA
1087
Arthur M. Cohen & Associates
Illinois
$588K +$1.71K +9 +0.3%
Nomura Asset Management
1088
Nomura Asset Management
Japan
$588K +$171K +900 +41%
JSL
1089
JT Stratford LLC
Georgia
$579K – – –
TFA
1090
TPG Financial Advisors
Oregon
$578K -$1.33K -7 -0.2%
VP
1091
Verum Partners
North Carolina
$578K – – –
FNB
1092
Farmers National Bank
Kentucky
$575K – – –
TPA
1093
Trivium Point Advisory
Connecticut
$573K +$19K +100 +3%
CI
1094
Chartist Inc
California
$573K +$573K +3,254 New
FWM
1095
Fingerlakes Wealth Management
New York
$573K +$2.28K +12 +0.4%
MPCG
1096
Matrix Private Capital Group
New York
$572K -$95K -501 -14%
TNB
1097
Thomasville National Bank
Georgia
$569K +$34.1K +180 +6%
PFBT
1098
Parkside Financial Bank & Trust
Missouri
$568K +$22.6K +119 +4%
FA
1099
Fiduciary Alliance
South Carolina
$565K -$1.71K -9 -0.3%
OWP
1100
Obermeyer Wealth Partners
Colorado
$564K +$223K +1,179 +66%
42 43
44
45 46