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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 %
CRC
1351
Curi RMB Capital
Illinois
$266K -$138K -728 -34%
ACP
1352
Aviance Capital Partners
Florida
$265K +$265K +1,396 New
GSWM
1353
Greenup Street Wealth Management
Michigan
$263K -$579K -3,052 -69%
DFA
1354
DHJJ Financial Advisors
Illinois
$263K – – –
VFPW
1355
Vantage Financial Partners (Wisconsin)
Wisconsin
$262K -$17.1K -90 -6%
B
1356
Bensler
Washington
$261K +$28.4K +150 +12%
CC
1357
Cannell & Co
New York
$259K -$3.22K -17 -1%
GC
1358
Gilbert & Cook
Iowa
$259K -$1.52K -8 -0.6%
HWM
1359
Hohimer Wealth Management
Washington
$259K +$259K +1,364 New
VIA
1360
Vident Investment Advisory
Georgia
$258K +$258K +1,362 New
FG
1361
Foster Group
Iowa
$258K +$258K +1,362 New
NDSI
1362
Newman Dignan & Sheerar Inc
Rhode Island
$256K +$948 +5 +0.4%
CG
1363
Clifford Group
Massachusetts
$256K – – –
FTC
1364
Farmers Trust Company
Ohio
$256K -$37.9K -200 -13%
CPSC
1365
Carl P. Sherr & Co
Massachusetts
$255K – – –
RMCM
1366
Reynders McVeigh Capital Management
Massachusetts
$255K -$122K -641 -32%
CAM
1367
Crestone Asset Management
Colorado
$254K -$142K -750 -36%
KFI
1368
Key Financial Inc
Pennsylvania
$253K +$216K +1,137 +580%
MA
1369
MBA Advisors
Pennsylvania
$252K – – –
CB
1370
Community Bank
New York
$251K – – –
HH
1371
Hilltop Holdings
Texas
$250K +$22.2K +117 +10%
ULWM
1372
Upper Left Wealth Management
Florida
$249K +$249K +1,315 New
BB
1373
Busey Bank
Illinois
$249K +$9.48K +50 +4%
WA
1374
Wambolt & Associates
Colorado
$249K -$1.52K -8 -0.6%
PCP
1375
Proficio Capital Partners
Massachusetts
$248K +$248K +1,310 New
53 54
55
56 57