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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 %
WA
176
WBH Advisory
Maryland
$15.7M +$15.7M +82,587 New
EWM
177
Empirical Wealth Management
Washington
$15.6M +$752K +3,965 +5%
BAM
178
Berkshire Asset Management
Pennsylvania
$15.5M -$5.69K -30 -0%
WIC
179
Woodmont Investment Counsel
Tennessee
$15.4M +$2.64M +13,914 +21%
PFA
180
Pure Financial Advisors
California
$15.2M +$1.12M +5,931 +8%
IWC
181
Integrated Wealth Concepts
Massachusetts
$15.1M +$3.74M +19,720 +33%
JWM
182
JFG Wealth Management
Colorado
$15.1M +$22.7K +120 +0.2%
FA
183
Fiducient Advisors
Illinois
$14.9M -$1.11M -5,852 -7%
AllianceBernstein
184
AllianceBernstein
Tennessee
$14.9M +$1.35M +7,099 +10%
AWS
185
AJ Wealth Strategies
New York
$14.7M -$925K -4,882 -6%
GVAG
186
Great Valley Advisor Group
Delaware
$14.6M -$581K -3,065 -4%
BRWA
187
B. Riley Wealth Advisors
Florida
$14.6M +$966K +5,096 +7%
PCMC
188
Private Capital Management (Colorado)
Colorado
$14.4M +$650K +3,430 +5%
MFGP
189
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14.4M +$276K +1,458 +2%
MA
190
Montag & Associates
Georgia
$14.4M +$19.9K +105 +0.1%
REMPR
191
Roof Eidam Maycock Peralta (REMP)
California
$14.3M +$106K +560 +0.7%
SI
192
Stephens Inc
Arkansas
$14.3M -$16.7K -88 -0.1%
HWMG
193
Hurlow Wealth Management Group
Indiana
$14.2M +$848K +4,472 +6%
DADC
194
D.A. Davidson & Co
Montana
$14M +$730K +3,849 +5%
PW
195
Peninsula Wealth
California
$14M +$110K +581 +0.8%
FFG
196
Fullen Financial Group
Ohio
$14M +$1.98M +10,568 +17%
WCWM
197
Wooster Corthell Wealth Management
Connecticut
$13.6M +$33.7K +178 +0.2%
HWM
198
HB Wealth Management
Georgia
$13.4M -$190K -1,001 -1%
WIM
199
Warwick Investment Management
Texas
$13.3M -$630K -3,324 -5%
AM
200
AGF Management
Ontario, Canada
$13.2M -$892K -4,705 -6%
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