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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.

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
1
Envestnet Asset Management
Illinois
$608M
2
Bank of America
2
Bank of America
North Carolina
$3.73B
3
WL
3
WIT LLC
District of Columbia
$141M
4
Ameriprise
4
Ameriprise
Minnesota
$496M
5
CIAS
5
CBIZ Investment Advisory Services
Ohio
$57.3M

Top Sellers

1
PFO
1
Pathstone Family Office
New Jersey
$68.4M
2
BlackRock
2
BlackRock
New York
$49.7M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$20.9M
4
CAM
4
Cresset Asset Management
Illinois
$6.27M
5
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$81.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
101
MilWealth Group
Wisconsin
$29.9M -$433K -2,283 -1%
HIMC
102
Heritage Investors Management Corp
Maryland
$29.8M -$127K -671 -0.4%
FCFS
103
First Command Financial Services
Texas
$29.3M +$29.1M +153,707 +16,095%
FCB
104
First Command Bank
Texas
$29.3M +$29.1M +153,707 +16,095%
EI
105
Ellevest Inc
New York
$29.3M +$628K +3,312 +2%
MMA
106
Miracle Mile Advisors
California
$28.5M -$8.5M -44,861 -23%
AA
107
Aufman Associates
Pennsylvania
$28.1M -$248K -1,308 -0.9%
Legacy Financial Group (Iowa)
108
Legacy Financial Group (Iowa)
Iowa
$28M -$591K -3,119 -2%
CL
109
Choreo LLC
Illinois
$27.8M +$5.15M +27,158 +23%
BBA
110
BLB&B Advisors
Pennsylvania
$27.5M -$149K -787 -0.5%
MWM
111
MBE Wealth Management
Wisconsin
$26.6M +$183K +966 +0.7%
CCA
112
Column Capital Advisors
Indiana
$26.4M -$17.5M -180,980 -40%
PIMG
113
Patriot Investment Management Group
Tennessee
$25.9M +$632K +3,336 +3%
CA
114
Clearstead Advisors
Ohio
$25.9M +$596K +3,144 +2%
FMWA
115
Forvis Mazars Wealth Advisors
Missouri
$25.9M +$4.4M +23,231 +21%
FSWA
116
Financial Synergies Wealth Advisors
Texas
$25.8M +$33.6K +177 +0.1%
PWLP
117
Prio Wealth Limited Partnership
Massachusetts
$25M +$577K +3,042 +2%
NW
118
NewEdge Wealth
Pennsylvania
$24.9M +$2.02M +10,631 +9%
RFC
119
Regions Financial Corp
Alabama
$24.9M -$1.01M -5,318 -4%
AWS
120
Atria Wealth Solutions
New York
$24.6M -$267K -1,411 -1%
W
121
Wealthquest
Ohio
$24.4M +$339K +1,790 +1%
DIA
122
Davidson Investment Advisors
Montana
$24.3M +$3.6M +18,974 +17%
BOH
123
Bank of Hawaii
Hawaii
$24.1M -$136K -718 -0.6%
PP
124
PrairieView Partners
Minnesota
$23.6M +$728K +3,842 +3%
WIC
125
Whitegate Investment Counselors
New Hampshire
$23.4M +$398K +2,102 +2%
3 4
5
6 7