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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
$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 %
AIA
1526
Armor Investment Advisors
North Carolina
$64.3K +$758 +4 +1%
CWP
1527
Concord Wealth Partners
Virginia
$63.9K -$50.4K -266 -44%
MCM
1528
Magnolia Capital Management
New York
$63K +$35.7K +187 +131%
GFL
1529
Granite FO LLC
New Hampshire
$61.4K +$562 +3 +0.9%
PP
1530
Pacifica Partners
Canada
$58.2K – – –
MSFP
1531
Mark Sheptoff Financial Planning
Connecticut
$56.9K – – –
BWM
1532
BerganKDV Wealth Management
Minnesota
$52.1K -$1.33K -7 -2%
TC
1533
Trust Company
Kansas
$52.1K – – –
SCA
1534
Stonebridge Capital Advisors
Minnesota
$51.2K +$17.1K +90 +50%
TCM
1535
Tradewinds Capital Management
Washington
$50.2K +$33.2K +175 +194%
HCP
1536
Hexagon Capital Partners
Arkansas
$49.7K -$21.6K -114 -30%
GFWA
1537
Grey Fox Wealth Advisors
Delaware
$49.7K +$190 +1 +0.4%
RCM
1538
Robinson Capital Management
Michigan
$47.2K – – –
JMF
1539
Johnson Midwest Financial
Iowa
$47.2K – – –
MHR
1540
Matthew Hamilton Rosenberg
$46.1K +$37.7K +199 +452%
CWM
1541
Consultiva Wealth Management
Puerto Rico
$45.5K – – –
RFA
1542
Resurgent Financial Advisors
Georgia
$44.8K +$15.4K +81 +52%
PA
1543
PSI Advisors
Florida
$44.8K -$16.9K -89 -27%
RMC
1544
Resources Management Corp
Connecticut
$44K -$25.4K -506 -37%
LWANC
1545
Laurel Wealth Advisors (North Carolina)
North Carolina
$39.8K +$19K +100 +91%
CHC
1546
City Holding Co
West Virginia
$39.8K – – –
JGIA
1547
Jackson Grant Investment Advisers
Connecticut
$39K +$190 +1 +0.5%
RCM
1548
Rain Capital Management
Oregon
$37K +$190 +1 +0.5%
TFA
1549
Toth Financial Advisory
Virginia
$35.6K +$35.6K +188 New
BNP Paribas Financial Markets
1550
BNP Paribas Financial Markets
France
$34.9K +$9.86K +52 +39%
60 61
62
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