VB icon

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 %
WDL
1426
Well Done LLC
Michigan
$222K -$36.8K -194 -14%
AMIM
1427
Aull & Monroe Investment Management
Alabama
$221K – – –
LC
1428
Lincoln Capital
Nebraska
$221K -$84K -443 -28%
CMP
1429
Courage Miller Partners
Virginia
$220K – – –
GIA
1430
GHP Investment Advisors
Colorado
$220K – – –
DE
1431
Day & Ennis
Georgia
$220K +$758 +4 +0.3%
HW
1432
Hancock Whitney
Mississippi
$220K +$220K +1,159 New
BMWM
1433
Brown Miller Wealth Management
Virginia
$219K – – –
CAG
1434
Csenge Advisory Group
Florida
$219K -$27.9K -147 -11%
QC
1435
Quent Capital
New York
$218K +$218K +1,148 New
RWRC
1436
R.W. Roge & Company
New York
$217K -$189 -1 -0.1%
RCM
1437
Raleigh Capital Management
North Carolina
$217K +$8.53K +45 +4%
SPA
1438
Sentinel Pension Advisors
Massachusetts
$217K -$185 -1 -0.1%
ZIC
1439
ZWJ Investment Counsel
Georgia
$216K -$5.88K -31 -3%
JPG
1440
Jordan Park Group
California
$214K -$56.3K -297 -21%
T
1441
TCWP
Ohio
$214K -$80.9K -427 -27%
OC
1442
Oarsman Capital
Wisconsin
$212K -$3.79K -20 -2%
Barclays
1443
Barclays
United Kingdom
$212K +$25K +132 +13%
ZIM
1444
Zacks Investment Management
Illinois
$209K -$29.6K -156 -12%
PWM
1445
PBMares Wealth Management
Virginia
$208K -$25.2K -133 -11%
SMWM
1446
Silvia McColl Wealth Management
California
$208K – – –
NRWA
1447
North Ridge Wealth Advisors
Oregon
$208K +$208K +1,095 New
EL
1448
Essex LLC
Illinois
$207K – – –
FIM
1449
Fernwood Investment Management
Massachusetts
$207K +$207K +1,093 New
PJSIMP
1450
P.J. Schmidt Investment Management (PJS)
Wisconsin
$206K – – –
56 57
58
59 60