Vanguard Small-Cap ETF
1,641 hedge funds and large institutions have $24.5B invested in Vanguard Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 686 increasing their positions, 617 reducing their positions, and 75 closing their positions.
309% more call options, than puts
Call options by funds: $17.6M | Put options by funds: $4.29M
35% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 75
11% more repeat investments, than reductions
Existing positions increased: 686 | Existing positions reduced: 617
4.03% more ownership
Funds ownership: 57.65% → 61.68% (+4%)
1% more capital invested
Capital invested by funds: $24.3B → $24.5B (+$220M)
1% more funds holding in top 10
Funds holding in top 10: 179 → 180 (+1)
1% less funds holding
Funds holding: 1,657 → 1,641 (-16)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.04B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$299M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$57.1M |
| 4 |
CIAS
CBIZ Investment Advisory Services
Independence,
Ohio
|
+$55.8M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$51.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$69.3M |
| 2 |
BlackRock
New York
|
-$43.5M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$42.2M |
| 4 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$40.6M |
| 5 |
CCA
Column Capital Advisors
Indianapolis,
Indiana
|
-$35.1M |
VB Hedge Fund Activity: Q1 2023 in Review
1,641 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q1 2023, worth a combined $24.5B — up 0.91% from $24.3B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new VB positions and 75 closed out — a net gain of 26 holders — while 686 added to existing stakes and 617 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $2.04B. The largest seller was Pathstone Family Office, cutting an estimated $69.3M.
- 1,641 institutional investors held Vanguard Small-Cap ETF (VB) as of Q1 2023, down from 1,657 in Q4 2022.
- Funds reported $24.5B of Vanguard Small-Cap ETF stock for Q1 2023, up 0.91% quarter-over-quarter.
- 101 funds opened new Vanguard Small-Cap ETF positions in Q1 2023 and 75 closed out, a net change of +26 holders.
- The largest Vanguard Small-Cap ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $2.04B added.
- The largest Vanguard Small-Cap ETF seller in Q1 2023 was Pathstone Family Office, an estimated $69.3M sold.
Based on aggregated 13F filings for Q1 2023.