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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 %
HWA
1201
HHM Wealth Advisors
Tennessee
$414K +$14.2K +75 +4%
MM
1202
Meridian Management
Arkansas
$412K +$412K +2,172 New
FFM
1203
Forum Financial Management
Illinois
$411K -$42.1K -222 -9%
FCB
1204
First County Bank
Connecticut
$411K -$40.8K -215 -9%
TCM
1205
True Capital Management
California
$409K +$58.4K +308 +17%
PB
1206
Pinnacle Bancorp
Nebraska
$409K +$21K +111 +5%
KFS
1207
Kelly Financial Services
Massachusetts
$407K +$23.1K +122 +6%
FIB
1208
First Interstate Bank
Montana
$406K +$379 +2 +0.1%
LL
1209
LPWM LLC
Minnesota
$405K +$74.3K +392 +22%
AT
1210
Arden Trust
Delaware
$404K – – –
GAM
1211
Griffin Asset Management
New York
$402K +$19K +100 +5%
PL
1212
Plancorp LLC
Missouri
$401K -$5.88K -31 -1%
MAM
1213
Meeder Asset Management
Ohio
$401K +$17.4K +92 +5%
WDG
1214
Wealth Dimensions Group
Ohio
$401K +$1.14K +6 +0.3%
CFP
1215
Catalyst Financial Partners
Massachusetts
$401K -$513K -2,706 -56%
MW
1216
MBL Wealth
North Carolina
$395K – – –
OW
1217
Olistico Wealth
Oklahoma
$393K -$545K -2,873 -58%
WJA
1218
Willis Johnson & Associates
Texas
$393K -$111K -586 -22%
3LCM
1219
3D/L Capital Management
Connecticut
$392K -$156K -822 -28%
WAM
1220
WNY Asset Management
New York
$388K +$12.9K +68 +3%
ST
1221
Spinnaker Trust
Maine
$383K – – –
WFS
1222
Weitzel Financial Services
Iowa
$383K -$2.27K -12 -0.6%
BFC
1223
Bedel Financial Consulting
Indiana
$382K -$27.5K -145 -7%
NAM
1224
NTV Asset Management
West Virginia
$378K +$137K +722 +57%
UL
1225
Unionview LLC
Washington
$378K +$1.33K +7 +0.4%
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