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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 %
SEIA
1126
Signature Estate & Investment Advisors
California
$512K -$49.9K -263 -9%
TA
1127
TrueWealth Advisors
Alabama
$509K -$5.5K -29 -1%
C
1128
Certuity
Florida
$509K – – –
PWM
1129
Penobscot Wealth Management
Maine
$509K -$758 -4 -0.1%
BCM
1130
Becker Capital Management
Oregon
$508K +$508K +2,678 New
BB
1131
Bell Bank
North Dakota
$507K – – –
BHIA
1132
Birch Hill Investment Advisors
Massachusetts
$499K -$24.8K -131 -5%
ERWM
1133
Elk River Wealth Management
Colorado
$498K – – –
KCM
1134
Kendall Capital Management
Maryland
$498K – – –
CT
1135
Colonial Trust
South Carolina
$496K -$1.04M -5,484 -68%
SWA
1136
Sax Wealth Advisors
New Jersey
$494K +$9.67K +51 +2%
WIP
1137
WealthCare Investment Partners
Rhode Island
$494K -$62K -327 -11%
RWMH
1138
Riverpoint Wealth Management Holdings
Illinois
$489K +$1.33K +7 +0.3%
TWP
1139
Total Wealth Planning
Ohio
$488K +$2.84K +15 +0.6%
GD
1140
Grandfield & Dodd
New York
$482K +$2.84K +15 +0.6%
BWL
1141
Bogart Wealth LLC
Virginia
$481K +$2.28K +12 +0.5%
SIA
1142
Schechter Investment Advisors
Michigan
$480K -$99.3K -524 -17%
FC
1143
Family CFO
California
$478K – – –
WKWM
1144
Walter & Keenan Wealth Management
Indiana
$478K +$14.6K +77 +3%
FWM
1145
Focused Wealth Management
New York
$478K -$637K -3,360 -57%
JEST
1146
JTC Employer Solutions Trustee
Jersey
$478K – – –
PI
1147
PFG Investments
New York
$476K +$476K +2,514 New
HCA
1148
Heck Capital Advisors
Wisconsin
$471K +$1.9K +10 +0.4%
BBHC
1149
Brown Brothers Harriman & Co
New York
$469K -$202K -1,064 -30%
CIAS
1150
Capital Investment Advisory Services
North Carolina
$468K -$40.4K -213 -8%
44 45
46
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