VB icon

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 %
ACM
1276
Advisors Capital Management
New Jersey
$330K +$69.5K +367 +27%
TW
1277
TrinityPoint Wealth
Connecticut
$329K +$1.33K +7 +0.4%
GAM
1278
GEM Asset Management
Michigan
$328K +$1.33K +7 +0.4%
TI
1279
Trexquant Investment
Connecticut
$328K -$29K -153 -8%
TA
1280
TFB Advisors
Kansas
$328K +$3.98K +21 +1%
WW
1281
Waterfront Wealth
Kansas
$328K +$11.9K +63 +4%
ICG
1282
InterOcean Capital Group
Tennessee
$327K -$137K -723 -30%
RFP
1283
Root Financial Partners
California
$327K +$327K +1,726 New
FWA
1284
FOCUS Wealth Advisors
Texas
$325K +$325K +1,717 New
KW
1285
KWB Wealth
California
$325K – – –
LA
1286
LexAurum Advisors
Kansas
$324K -$495K -2,612 -60%
CT
1287
Clearstead Trust
Maine
$323K -$91K -480 -22%
VT
1288
Vise Technologies
New York
$320K +$13.3K +70 +4%
EP
1289
Eudaimonia Partners
Tennessee
$318K +$62K +327 +24%
ECG
1290
EPIQ Capital Group
California
$316K +$1.14K +6 +0.4%
FCM
1291
Fortis Capital Management
Washington
$315K -$3.22K -17 -1%
TFA
1292
Triad Financial Advisors
North Carolina
$315K -$53.6K -283 -15%
VAS
1293
Vestmark Advisory Solutions
Massachusetts
$314K -$190 -1 -0.1%
LWM
1294
LJI Wealth Management
Indiana
$314K – – –
GKWIM
1295
Gerber Kawasaki Wealth & Investment Management
California
$313K -$20.7K -109 -6%
CAM
1296
Carret Asset Management
New York
$312K – – –
HSBC Holdings
1297
HSBC Holdings
United Kingdom
$310K -$9.04M -47,677 -97%
BW
1298
Bison Wealth
Georgia
$308K -$184 -1 -0.1%
RRC
1299
Relaxing Retirement Coach
Massachusetts
$307K – – –
TAM
1300
Tocqueville Asset Management
New York
$307K +$307K +1,618 New
50 51
52
53 54