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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 %
RA
1251
Riverstone Advisors
Texas
$352K – – –
VCM
1252
Vision Capital Management
Oregon
$350K – – –
AWM
1253
AllSquare Wealth Management
New York
$345K -$379 -2 -0.1%
FNBOMD
1254
First National Bank of Mount Dora
Florida
$345K – – –
MIC
1255
Means Investment Company
Maine
$342K +$379 +2 +0.1%
VWM
1256
Vigilare Wealth Management
Arizona
$341K – – –
WMWM
1257
Whitaker-Myers Wealth Managers
Ohio
$340K -$9.67K -51 -3%
MIA
1258
Milestone Investment Advisors
Wisconsin
$340K – – –
MFG
1259
MidWestOne Financial Group
Iowa
$339K -$33.4K -176 -9%
GP
1260
Girard Partners
Pennsylvania
$339K -$14.4K -76 -4%
SC
1261
Searle & Co
Connecticut
$337K – – –
TCWM
1262
Total Clarity Wealth Management
Illinois
$337K -$8.53K -45 -2%
PCA
1263
Pallas Capital Advisors
Massachusetts
$337K -$4.15K -22 -1%
WP
1264
WealthShield Partners
North Carolina
$337K -$7.77K -41 -2%
KCPG
1265
Kavar Capital Partners Group
Kansas
$336K – – –
PP
1266
Patron Partners
Texas
$336K -$13.8K -73 -4%
CWS
1267
Confluence Wealth Services
Pennsylvania
$336K -$42.7K -225 -11%
LWM
1268
Lodestone Wealth Management
Washington
$335K -$4.36K -23 -1%
BCM
1269
Barden Capital Management
Texas
$334K -$361K -1,730 -52%
OBGC
1270
O'Brien Greene & Co
Pennsylvania
$334K -$34.2K -180 -9%
TWM
1271
Tolleson Wealth Management
Texas
$334K – – –
QPWM
1272
Quadrant Private Wealth Management
Pennsylvania
$332K – – –
BCM
1273
Basso Capital Management
Connecticut
$332K – – –
ACA
1274
Atlas Capital Advisors
Wyoming
$331K -$26.9K -142 -8%
IWA
1275
Inspirion Wealth Advisors
Illinois
$330K -$1.52K -8 -0.5%
49 50
51
52 53