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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 %
APA
1651
Astoria Portfolio Advisors
New York
– -$859K -4,413 Closed
WIC
1652
Willis Investment Counsel
Georgia
– -$783K -4,267 Closed
SFA
1653
Souders Financial Advisors
Ohio
– -$762K -4,153 Closed
AIA
1654
Acute Investment Advisory
Arizona
– -$699K -3,808 Closed
MHS
1655
M Holdings Securities
Oregon
– -$697K -3,795 Closed
MCC
1656
Money Concepts Capital
Florida
– -$694K -3,780 Closed
LBC
1657
Lawrence B. Cohen
– -$634K -3,452 Closed
Renaissance Technologies
1658
Renaissance Technologies
New York
– -$606K -3,300 Closed
RWA
1659
Redmont Wealth Advisors
Illinois
– -$514K -2,800 Closed
KTM
1660
Keeler Thomas Management
Utah
– -$491K -2,675 Closed
TL
1661
Tradewinds LLC
North Carolina
– -$456K -2,619 Closed
HHRDM
1662
H&H Retirement Design & Management
Nevada
– -$501K -2,553 Closed
LGWM
1663
Litman Gregory Wealth Management
California
– -$415K -2,263 Closed
CFO
1664
Callan Family Office
Pennsylvania
– -$394K -2,144 Closed
CIP
1665
Champlain Investment Partners
Vermont
– -$391K -2,130 Closed
TIA
1666
Traphagen Investment Advisors
New Jersey
– -$334K -1,820 Closed
HC
1667
HNP Capital
New York
– -$319K -1,740 Closed
VRM
1668
Vectors Research Management
New York
– -$319K -1,740 Closed
WG
1669
Welch Group
Alabama
– -$310K -1,688 Closed
FMTC
1670
Farmers & Merchants Trust Company
California
– -$287K -1,561 Closed
TVAMP
1671
Tennessee Valley Asset Management Partners
Tennessee
– -$285K -1,555 Closed
SFM
1672
Signet Financial Management
New Jersey
– -$283K -1,541 Closed
AA
1673
Advisory Alpha
Michigan
– -$279K -1,518 Closed
BTW
1674
Boston Trust Walden
Massachusetts
– -$253K -1,380 Closed
OWA
1675
Opal Wealth Advisors
New York
– -$243K -1,322 Closed
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67
68 69