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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 %
SXL
1326
Summit X LLC
Missouri
$285K +$23.3K +123 +9%
HIG
1327
Heritage Investment Group
Florida
$281K – – –
RZH
1328
Relyea Zuckerberg Hanson
Connecticut
$278K +$947 +5 +0.3%
BHWM
1329
Bar Harbor Wealth Management
New Hampshire
$277K -$183K -965 -40%
OFP
1330
OLIO Financial Planning
Virginia
$277K -$184K -972 -40%
HA
1331
Herold Advisors
New York
$276K +$276K +1,458 New
PTP
1332
Platform Technology Partners
New York
$275K -$9.48K -50 -3%
CC
1333
Callan Capital
California
$275K – – –
FCC
1334
Flower City Capital
New York
$275K -$2.09K -11 -0.8%
CNB
1335
Camden National Bank
Maine
$274K – – –
LW
1336
Linscomb Wealth
Texas
$274K -$49.1K -259 -15%
CAM
1337
Congress Asset Management
Massachusetts
$274K – – –
WFA
1338
WMG Financial Advisors
Tennessee
$273K -$18.2K -96 -6%
DA
1339
Drake & Associates
Wisconsin
$272K +$35.1K +185 +15%
BI
1340
Berkeley Inc
Idaho
$272K -$23.9K -126 -8%
LCOV
1341
London Company of Virginia
Virginia
$272K +$1.71K +9 +0.6%
WSWA
1342
Warren Street Wealth Advisors
California
$271K +$20.9K +110 +8%
BWP
1343
Balboa Wealth Partners
Arizona
$271K +$46.4K +245 +21%
AA
1344
Argent Advisors
Louisiana
$270K – – –
RWP
1345
RWA Wealth Partners
Massachusetts
$270K +$67.1K +354 +33%
SFG
1346
SNS Financial Group
Minnesota
$269K -$35.3K -186 -12%
HIC
1347
Holderness Investments Company
North Carolina
$269K +$1.52K +8 +0.6%
FCM
1348
Firestone Capital Management
Florida
$269K +$1.14K +6 +0.4%
RFN
1349
RDA Financial Network
Iowa
$267K -$3.41K -18 -1%
PCG
1350
Prosperity Consulting Group
Maryland
$266K -$6.07K -32 -2%
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