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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 %
FMP
151
Financial Management Professionals
Texas
$19.2M +$19.2M +101,276 +843,967%
BFG
152
Bleakley Financial Group
New Jersey
$19M -$112K -591 -0.6%
SAM
153
SP Asset Management
California
$19M +$157K +828 +0.8%
DIP
154
DT Investment Partners
Pennsylvania
$18.7M +$91.4K +488 +0.5%
PAS
155
Park Avenue Securities
New York
$18.7M +$2.23M +11,747 +14%
BCM
156
Brookstone Capital Management
Illinois
$18.3M +$1.14M +6,039 +7%
LIM
157
Leavell Investment Management
Alabama
$17.9M +$719K +3,792 +4%
BP
158
BCK Partners
New York
$17.8M -$20.7K -109 -0.1%
WFM
159
Wolff Financial Management
Michigan
$17.7M +$922K +4,864 +5%
FIC
160
Family Investment Center
Missouri
$17.6M +$1.1M +5,810 +7%
AAP
161
Arax Advisory Partners
Colorado
$17.6M +$415K +2,187 +2%
OPS
162
Orion Portfolio Solutions
Nebraska
$17.2M +$147K +774 +0.9%
BCI
163
Brinker Capital Investments
Pennsylvania
$17.2M +$16.7M +88,209 +3,395%
IDA
164
Intelligence Driven Advisers
California
$16.9M +$1.97M +10,664 +13%
SC
165
Savant Capital
Illinois
$16.7M -$192K -1,013 -1%
CW
166
CreativeOne Wealth
Kansas
$16.5M +$1.19M +6,256 +8%
AF
167
Advisornet Financial
Minnesota
$16.4M +$1.16M +6,095 +8%
KBFS
168
Kohmann Bosshard Financial Services
Ohio
$16.4M -$237K -1,251 -1%
TLFA
169
True Link Financial Advisors
California
$16.3M +$538K +2,836 +3%
Jane Street
170
Jane Street
New York
$16.2M +$2.22M +11,716 +16%
CCG
171
Chatham Capital Group
Georgia
$16.1M +$667K +3,520 +4%
CCM
172
Coldstream Capital Management
Washington
$16M -$711K -3,750 -4%
NCM
173
Nelson Capital Management
California
$15.7M -$230K -1,214 -1%
AWM
174
AE Wealth Management
Kansas
$15.7M +$3.86M +20,373 +33%
CPIG
175
Chicago Partners Investment Group
Illinois
$15.7M +$1.69M +8,955 +12%
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