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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 %
TH
1176
Team Hewins
California
$447K – – –
Chevy Chase Trust
1177
Chevy Chase Trust
Maryland
$447K -$69K -364 -13%
EA
1178
Eudaimonia Advisors
Tennessee
$446K -$87.8K -463 -16%
WSFS
1179
Wilmington Savings Fund Society
Delaware
$445K -$13.3K -70 -3%
SWA
1180
Stratos Wealth Advisors
Ohio
$443K -$502K -2,647 -53%
KL
1181
KWMG LLC
Kansas
$443K +$11K +58 +3%
AP
1182
Appleton Partners
Massachusetts
$440K +$2.85K +15 +0.7%
MIA
1183
MainStreet Investment Advisors
Illinois
$440K – – –
CC
1184
Copperleaf Capital
North Carolina
$437K +$437K +2,304 New
CAL
1185
Capital Advisors Ltd
Ohio
$434K -$2.84K -15 -0.7%
NF
1186
Nikulski Financial
Iowa
$434K +$5.69K +30 +1%
MWM
1187
Merriman Wealth Management
Washington
$434K +$58K +306 +15%
IPW
1188
Intergy Private Wealth
Colorado
$433K -$46.6K -246 -10%
PC
1189
Pecaut & Co
Iowa
$432K +$33.2K +175 +8%
MWM
1190
Mascoma Wealth Management
New Hampshire
$432K -$299K -1,598 -41%
PWW
1191
Pettyjohn Wood & White
Virginia
$431K +$33.4K +176 +8%
SIM
1192
Stratos Investment Management
Ohio
$429K -$9.29K -49 -2%
PCM
1193
Pennsylvania Capital Management
Pennsylvania
$428K – – –
BWA
1194
Bordeaux Wealth Advisors
California
$428K +$36.4K +192 +9%
TW
1195
Transform Wealth
Colorado
$427K +$214K +1,128 +100%
BWM
1196
Birchcreek Wealth Management
Ohio
$427K -$18.4K -97 -4%
CWM
1197
Capital Wealth Management
Rhode Island
$424K -$2.58M -13,603 -86%
MA
1198
MJP Associates
Connecticut
$423K +$569 +3 +0.1%
MC
1199
Montag & Caldwell
Georgia
$417K – – –
PTC
1200
Philadelphia Trust Company
Pennsylvania
$415K – – –
46 47
48
49 50