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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 %
PCH
1301
PGIM Custom Harvest
New Jersey
$307K -$153K -806 -33%
DACG
1302
Donor Advised Charitable Giving
California
$306K – – –
EWA
1303
EP Wealth Advisors
California
$303K -$18.6M -104,626 -98%
MWP
1304
Madison Wealth Partners
Wisconsin
$302K -$10.8K -57 -3%
LBC
1305
Lowe Brockenbrough & Co
Virginia
$302K -$3.79K -20 -1%
PSP
1306
Pacific Sage Partners
Washington
$302K – – –
WA
1307
WealthTrust Axiom
Pennsylvania
$301K +$39K +206 +15%
TFGT
1308
TS Financial Group (TSFG)
Illinois
$299K +$3.6K +19 +1%
DFG
1309
Delta Financial Group
New Jersey
$298K +$298K +1,574 New
EWM
1310
Elmwood Wealth Management
California
$297K +$190 +1 +0.1%
SAM
1311
Silvercrest Asset Management
New York
$297K – – –
CWM
1312
Congress Wealth Management
Massachusetts
$297K -$38.7K -204 -12%
PWAG
1313
Polaris Wealth Advisory Group
California
$297K -$1.9K -10 -0.6%
DLCIG
1314
D.L. Carlson Investment Group
New Hampshire
$296K – – –
FWTB
1315
First Western Trust Bank
Colorado
$295K -$65K -343 -18%
ICP
1316
Interchange Capital Partners
Pennsylvania
$295K +$295K +1,555 New
ECM
1317
EagleClaw Capital Management
Massachusetts
$294K – – –
PI
1318
Pachira Investments
California
$292K +$30.1K +159 +11%
CD
1319
Chapin Davis
Maryland
$292K +$75.1K +396 +35%
GLA
1320
Good Life Advisors
Pennsylvania
$292K +$1.14K +6 +0.4%
RCG
1321
Resource Consulting Group
Florida
$289K – – –
MPCL
1322
My Personal CFO LLC
Washington
$289K +$4.74K +25 +2%
ACM
1323
Advance Capital Management
Michigan
$289K -$13.5K -71 -4%
DDC
1324
DF Dent & Co
Maryland
$286K – – –
WPWM
1325
Windward Private Wealth Management
Kansas
$286K -$3.03K -16 -1%
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