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 %
SPWM
1151
Schrum Private Wealth Management
Florida
$466K -$60.3K -318 -11%
FWP
1152
FAS Wealth Partners
Kansas
$466K -$32.4K -171 -7%
SWM
1153
SFG Wealth Management
Maryland
$466K – – –
HSA
1154
HBK Sorce Advisory
Pennsylvania
$465K -$447K -2,358 -49%
ACM
1155
Armbruster Capital Management
New York
$465K -$95.9K -506 -17%
FWIA
1156
Fort Washington Investment Advisors
Ohio
$464K +$28.6K +151 +7%
MBT
1157
Montecito Bank & Trust
California
$464K – – –
TSS
1158
Two Sigma Securities
New York
$464K +$464K +2,446 New
HAIM
1159
Hunter Associates Investment Management
Pennsylvania
$462K +$192K +1,017 +71%
COCM
1160
Charter Oak Capital Management
New Hampshire
$462K -$33.2K -175 -7%
SFO
1161
Stokes Family Office
Louisiana
$462K +$103K +542 +29%
TDC
1162
Thompson Davis & Co
Virginia
$460K +$23.5K +124 +5%
KFSC
1163
Keystone Financial Services (Colorado)
Colorado
$459K – – –
WCWM
1164
Willow Creek Wealth Management
California
$457K – – –
GHA
1165
Granite Harbor Advisors
Texas
$455K -$9.86K -52 -2%
VNA
1166
Valley National Advisers
Pennsylvania
$454K -$62.5K -332 -12%
FRA
1167
Front Row Advisors
California
$454K -$3.41K -18 -0.7%
FF
1168
Francis Financial
$452K -$117K -615 -21%
BWM
1169
Boyd Wealth Management
California
$452K – – –
OSNBOA
1170
Old Second National Bank of Aurora
Illinois
$452K – – –
TVWM
1171
Tower View Wealth Management
Wisconsin
$451K +$42.1K +222 +10%
BFA
1172
Beaumont Financial Advisors
Massachusetts
$450K -$68.8K -363 -13%
FPCG
1173
Forum Private Client Group
Indiana
$449K -$56.5K -298 -11%
MPW
1174
Melone Private Wealth
Michigan
$448K -$148K -800 -25%
GCM
1175
Glaxis Capital Management
Florida
$447K +$1.9K +10 +0.4%
45 46
47
48 49