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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 %
VPIM
1376
Vanguard Personalized Indexing Management
California
$248K -$92.1K -486 -27%
AIC
1377
Archer Investment Corporation
Indiana
$247K +$190 +1 +0.1%
TA
1378
TKG Advisors
Indiana
$247K -$40.8K -215 -14%
JWCA
1379
J.W. Coons Advisors
Ohio
$247K -$78.7K -415 -24%
WFG
1380
Wills Financial Group
Virginia
$246K – – –
CFG
1381
Cooper Financial Group
California
$245K +$245K +1,295 New
CW
1382
Channel Wealth
California
$245K +$245K +1,294 New
HIGP
1383
Hill Investment Group Partners
Missouri
$245K -$67.1K -354 -21%
CPFP
1384
Clear Perspectives Financial Planning
Ohio
$243K +$8.15K +43 +3%
LAM
1385
LifePro Asset Management
California
$243K – – –
CA
1386
Cornerstone Advisory
Maryland
$242K – – –
CAM
1387
Covenant Asset Management
New Jersey
$242K – – –
VNB
1388
Virginia National Bank
Virginia
$242K -$1.9K -10 -0.8%
GWANC
1389
Guardian Wealth Advisors (North Carolina)
North Carolina
$242K +$36K +190 +18%
GWM
1390
GSB Wealth Management
Connecticut
$241K -$1.9K -10 -0.8%
CT
1391
Cambridge Trust
Massachusetts
$240K -$73K -385 -23%
GEA
1392
Glen Eagle Advisors
New Jersey
$238K -$5.88K -31 -2%
P
1393
Pitcairn
Pennsylvania
$238K +$238K +1,257 New
MFA
1394
Millington Financial Advisors
Illinois
$238K -$379 -2 -0.2%
LRPA
1395
L. Roy Papp & Associates
Arizona
$237K +$190 +1 +0.1%
BMO
1396
Beck Mack & Oliver
New York
$236K – – –
IIC
1397
Ironwood Investment Counsel
Arizona
$236K +$16.3K +86 +7%
CFAM
1398
Coury Firm Asset Management
Pennsylvania
$235K +$235K +1,242 New
IFWM
1399
Institute for Wealth Management
Colorado
$232K +$7.01K +37 +3%
TC
1400
Truvestments Capital
Florida
$232K +$15.7K +83 +7%
54 55
56
57 58