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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 %
FA
1626
Financial Avengers
California
$3.41K – – –
CIM
1627
Contravisory Investment Management
Massachusetts
$3.22K – – –
IRC
1628
Investors Research Corp
Georgia
$3.22K – – –
NMG
1629
New Millennium Group
Utah
$2.76K – – –
GI
1630
Gradient Investments
Minnesota
$2.46K -$4.17K -22 -63%
CSWG
1631
Cardinal Strategic Wealth Guidance
Kentucky
$2.28K – – –
WWM
1632
Wolff Wiese Magana
California
$2.09K – – –
AC
1633
AlphaCore Capital
California
$1.9K – – –
FA
1634
Faithward Advisors
Pennsylvania
$1.84K +$736 +4 +67%
CMA
1635
Cedar Mountain Advisors
Oregon
$948 – – –
BWP
1636
Baldwin Wealth Partners
Massachusetts
$758 – – –
NA
1637
Nordwand Advisors
Pennsylvania
$569 +$569 +3 New
SG
1638
StoneX Group
New York
– -$17.4M -94,965 Closed
PG
1639
Prostatis Group
Maryland
– -$3.99M -21,727 Closed
TWA
1640
Tillar-Wenstrup Advisors
Ohio
– -$3.73M -20,293 Closed
WIM
1641
WealthPlan Investment Management
Nebraska
– -$3.77M -18,581 Closed
EWM
1642
Echo Wealth Management
Minnesota
– -$3.3M -16,839 Closed
ZCM
1643
Zebra Capital Management
Connecticut
– -$2.23M -12,130 Closed
RCM
1644
Radnor Capital Management
Pennsylvania
– -$1.96M -10,204 Closed
CCP
1645
Clarkston Capital Partners
Michigan
– -$1.27M -6,934 Closed
AIA
1646
Avalon Investment & Advisory
Texas
– -$1.23M -6,683 Closed
Belvedere Trading
1647
Belvedere Trading
Illinois
– -$1.1M -6,000 Closed
MFWM
1648
Motley Fool Wealth Management
Virginia
– -$925K -5,048 Closed
EB
1649
Eastern Bank
Massachusetts
– -$911K -4,965 Closed
GCL
1650
Gouws Capital LLC
North Carolina
– -$902K -4,912 Closed
64 65
66
67 68