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
$608M
2
Bank of America
Bank of America
North Carolina
$3.73B
3
WL
WIT LLC
District of Columbia
$141M
4
Ameriprise
Ameriprise
Minnesota
$496M
5
CIAS
CBIZ Investment Advisory Services
Ohio
$57.3M

Top Sellers

1
PFO
Pathstone Family Office
New Jersey
$68.4M
2
BlackRock
BlackRock
New York
$49.7M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$20.9M
4
CAM
Cresset Asset Management
Illinois
$6.27M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$81.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$23.4M +$2.42M +12,779 +12%
WF
127
Whelan Financial
California
$23.2M +$2.07M +10,933 +10%
CWM
128
Connecticut Wealth Management
Connecticut
$23.2M +$608K +3,208 +3%
Betterment LLC
129
Betterment LLC
New York
$23M +$643K +3,394 +3%
RC
130
Randolph Company
Ohio
$22.9M +$40K +211 +0.2%
SCA
131
Scott Capital Advisors
Oregon
$22.7M -$288K -1,521 -1%
EC
132
Estate Counselors
Wisconsin
$22.2M +$8.32M +43,868 +60%
CI
133
CX Institutional
Indiana
$22.1M +$813K +4,289 +4%
ANTB
134
AMG National Trust Bank
Colorado
$21.9M +$703K +3,707 +3%
Northern Trust
135
Northern Trust
Illinois
$21.9M +$1.51M +7,942 +7%
HIF
136
Hill Island Financial
Michigan
$21.2M +$1.38M +7,502 +7%
MWP
137
Moller Wealth Partners
$21M +$412K +2,175 +2%
Janus Henderson Group
138
Janus Henderson Group
United Kingdom
$20.9M -$41.3M -217,846 -66%
DOA
139
D'Orazio & Associates
Virginia
$20.7M -$1.52M -8,005 -7%
CFFP
140
Center for Financial Planning
Michigan
$20.7M +$62.2K +328 +0.3%
JIC
141
Joel Isaacson & Co
New York
$20.5M +$1.46M +7,715 +8%
SW
142
SoFi Wealth
California
$20.4M +$950K +5,010 +5%
PWMAG
143
Pinnacle Wealth Management Advisory Group
New Jersey
$20.2M +$197K +1,039 +1%
SS
144
Simplicity Solutions
Minnesota
$19.9M +$19M +100,224 +2,098%
Brown Advisory
145
Brown Advisory
Maryland
$19.9M +$1.5M +7,892 +8%
CA
146
Crewe Advisors
Utah
$19.8M – – –
BFA
147
Bluestem Financial Advisors
Illinois
$19.7M +$444K +2,344 +2%
BFPW
148
BOK Financial Private Wealth
Colorado
$19.6M -$295K -1,557 -1%
IFPL
149
Investments & Financial Planning LLC
Kentucky
$19.6M +$1.23M +6,497 +7%
BI
150
Ballast Inc
Kentucky
$19.5M +$272K +1,435 +1%
4 5
6
7 8