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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 %
TWP
1676
Tempus Wealth Planning
California
– -$241K -1,312 Closed
LL
1677
LWMG LLC
Minnesota
– -$239K -1,301 Closed
SFS
1678
Stiles Financial Services
Minnesota
– -$390K -1,295 Closed
GCM
1679
Gallacher Capital Management
Colorado
– -$237K -1,292 Closed
BWM
1680
BCGM Wealth Management
Indiana
– -$236K -1,287 Closed
BF
1681
Brooklyn FI
New York
– -$714K -1,256 Closed
PFG
1682
Pacific Financial Group
Washington
– -$230K -1,251 Closed
PEA
1683
Park Edge Advisors
Ohio
– -$229K -1,245 Closed
SIG
1684
Sargent Investment Group
Maryland
– -$225K -1,225 Closed
IAG
1685
Investmark Advisory Group
Connecticut
– -$224K -1,218 Closed
OPCM
1686
Osborne Partners Capital Management
California
– -$213K -1,161 Closed
MCP
1687
Mirador Capital Partners
California
– -$211K -1,151 Closed
NCG
1688
Newport Capital Group
New Jersey
– -$209K -1,137 Closed
CAWM
1689
Capital Advisors Wealth Management
Washington
– -$203K -1,107 Closed
AWM
1690
Accurate Wealth Management
Florida
– -$175K -919 Closed
NSB
1691
Norway Savings Bank
Maine
– -$139K -756 Closed
WCG
1692
Wall Capital Group
Arizona
– -$131K -681 Closed
Qube Research & Technologies (QRT)
1693
Qube Research & Technologies (QRT)
United Kingdom
– -$104K -565 Closed
AF
1694
Affiance Financial
Minnesota
– -$67.9K -370 Closed
MWM
1695
MinichMacGregor Wealth Management
New York
– -$46.8K -255 Closed
PCA
1696
Providence Capital Advisors
North Carolina
– -$45.5K -248 Closed
OWA
1697
One Wealth Advisors
California
– -$40.4K -220 Closed
LS
1698
Leelyn Smith
Illinois
– -$39.4K -215 Closed
AC
1699
Arjuna Capital
North Carolina
– -$19.6K -107 Closed
AFG
1700
Albion Financial Group
Utah
– -$16.2K -88 Closed
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