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 %
MGWM
1101
Marks Group Wealth Management
Minnesota
$558K +$1.14K +6 +0.2%
CAI
1102
Capital Advisors Inc
Oklahoma
$558K +$14.2K +75 +3%
SBH
1103
Segall Bryant & Hamill
Illinois
$555K +$62.5K +330 +13%
JSW
1104
Journey Strategic Wealth
New Jersey
$551K +$190 +1 +0%
NG
1105
Northstar Group
New York
$546K +$569 +3 +0.1%
HAS
1106
HBW Advisory Services
California
$545K +$6.06K +32 +1%
VWA
1107
V Wealth Advisors
Kansas
$545K +$80.9K +427 +17%
TCBWMS
1108
Texas Capital Bank Wealth Management Services
Texas
$543K +$543K +2,866 New
EWM
1109
Evergreen Wealth Management
Michigan
$543K +$49.5K +261 +10%
AG
1110
Advocate Group
Minnesota
$536K +$2.09K +11 +0.4%
AAG
1111
Armstrong Advisory Group
Massachusetts
$536K -$38.7K -204 -7%
BFG
1112
Bouchey Financial Group
New York
$536K -$45.1K -238 -8%
EWP
1113
Elevation Wealth Partners
California
$534K +$534K +2,819 New
CFO
1114
CVA Family Office
Colorado
$534K – – –
EL
1115
EWA LLC
Pennsylvania
$534K +$534K +2,904 New
GWM
1116
Geneos Wealth Management
Colorado
$533K +$32K +169 +6%
CIA
1117
Cohen Investment Advisors
New Hampshire
$532K +$38.9K +205 +8%
E
1118
ETFidea
New York
$531K +$11K +58 +2%
CCA
1119
Cobblestone Capital Advisors
New York
$526K -$84.2K -444 -14%
ADL
1120
Asset Dedication LLC
California
$526K -$24.1K -127 -4%
T
1121
TRUADVICE
Florida
$525K +$80.4K +429 +18%
FA
1122
FC Advisory
Pennsylvania
$517K +$2.28K +12 +0.4%
SIC
1123
Sigma Investment Counselors
Michigan
$517K +$1.33K +7 +0.3%
GIA
1124
Guyasuta Investment Advisors
Pennsylvania
$516K +$45.9K +242 +10%
CAAM
1125
Cornerstone Advisors Asset Management
Pennsylvania
$514K – – –
43 44
45
46 47