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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 %
DAM
1401
Derbend Asset Management
Georgia
$232K -$46.6K -246 -17%
CIC
1402
Chilton Investment Company
Connecticut
$231K +$231K +1,221 New
IWP
1403
IAG Wealth Partners
Wisconsin
$231K +$12.1K +64 +6%
GFS
1404
GYL Financial Synergies
Connecticut
$231K +$3.03K +16 +1%
LOPW
1405
Live Oak Private Wealth
North Carolina
$231K – – –
ACG
1406
Allen Capital Group
Nebraska
$230K +$230K +1,211 New
RW
1407
RVW Wealth
California
$229K -$92.9K -490 -29%
RF
1408
RHS Financial
California
$229K -$29.2K -154 -11%
AC
1409
Anson Capital
Georgia
$228K +$228K +1,205 New
SGWM
1410
Sterling Group Wealth Management
California
$228K +$228K +1,205 New
JWM
1411
JGP Wealth Management
Oregon
$228K +$8.91K +47 +4%
PCTC
1412
Perkins Coie Trust Company
Washington
$228K – – –
WP
1413
Westmount Partners
California
$227K +$227K +1,199 New
PCMK
1414
Paragon Capital Management (Kansas)
Kansas
$226K +$948 +5 +0.4%
BCMLT
1415
Beacon Capital Management LLC (Tennessee)
Tennessee
$226K -$3.03K -16 -1%
PAIM
1416
Punch & Associates Investment Management
Minnesota
$225K -$1.21M -6,363 -84%
FCA
1417
FinTrust Capital Advisors
South Carolina
$225K – – –
Fisher Asset Management
1418
Fisher Asset Management
Washington
$225K +$225K +1,186 New
MNBTD
1419
Moody National Bank Trust Division
Texas
$225K – – –
AFA
1420
Alpha Financial Advisors
North Carolina
$224K -$135K -711 -38%
APP
1421
Avantax Planning Partners
Iowa
$224K -$2.65K -14 -1%
B
1422
Bridgeworth
Alabama
$224K +$224K +1,181 New
EW
1423
Enzi Wealth
Texas
$223K -$363K -1,915 -62%
AWM
1424
Aprio Wealth Management
Georgia
$222K +$222K +1,171 New
WA
1425
WESPAC Advisors
California
$222K +$222K +1,170 New
55 56
57
58 59