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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 %
NPF
1226
Norris Perne & French
Michigan
$377K – – –
IA
1227
Insight Advisors
Pennsylvania
$377K +$190 +1 +0.1%
MAM
1228
McCarthy Asset Management
California
$376K -$2.84K -15 -0.8%
LFA
1229
LifeGuide Financial Advisors
Pennsylvania
$375K – – –
AWC
1230
Adamsbrown Wealth Consultants
Kansas
$374K +$1.14K +6 +0.3%
LSA
1231
Lion Street Advisors
Texas
$373K +$373K +1,970 New
APW
1232
Austin Private Wealth
Texas
$370K -$1.52K -8 -0.4%
NB
1233
Nicolet Bankshares
Wisconsin
$370K +$74.9K +395 +25%
RPSA
1234
Richard P. Slaughter Associates
Texas
$370K -$3.22K -17 -0.9%
MTIC
1235
Missouri Trust & Investment Company
Missouri
$365K -$29.4K -155 -7%
HT
1236
HighTower Trust
Texas
$363K – – –
SKK
1237
Shepherd Kaplan Krochuk
Massachusetts
$363K +$190 +1 +0.1%
JWBC
1238
John W. Brooker & Co
California
$363K – – –
BLC
1239
Brown, Lisle/Cummings
Rhode Island
$361K +$324K +1,711 +891%
CS
1240
Capital Square
Tennessee
$359K +$359K +1,944 New
FAG
1241
Fortitude Advisory Group
Washington
$357K +$40.8K +215 +13%
HGWM
1242
Horst & Graben Wealth Management
Oregon
$357K -$2.27K -12 -0.6%
CCG
1243
Cypress Capital Group
Florida
$356K -$25.2K -133 -7%
BIAS
1244
Beacon Investment Advisory Services
New Jersey
$356K +$72.6K +383 +26%
FFG
1245
Frisch Financial Group
New York
$355K +$66.9K +353 +23%
CCWM
1246
Cassaday & Co Wealth Management
Virginia
$354K -$68.6K -362 -16%
MIC
1247
Meridian Investment Counsel
California
$353K – – –
PVI
1248
Pine Valley Investments
New Jersey
$353K +$353K +1,913 New
FANJ
1249
Financial Architects (New Jersey)
New Jersey
$353K -$86.3K -455 -20%
FCIM
1250
Fairview Capital Investment Management
California
$352K – – –
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50
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