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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.

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
1
Envestnet Asset Management
Illinois
$608M
2
Bank of America
2
Bank of America
North Carolina
$3.73B
3
WL
3
WIT LLC
District of Columbia
$141M
4
Ameriprise
4
Ameriprise
Minnesota
$496M
5
CIAS
5
CBIZ Investment Advisory Services
Ohio
$57.3M

Top Sellers

1
PFO
1
Pathstone Family Office
New Jersey
$68.4M
2
BlackRock
2
BlackRock
New York
$49.7M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$20.9M
4
CAM
4
Cresset Asset Management
Illinois
$6.27M
5
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$81.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.73B 19,681,916 +1,539,997 +8%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.42B 7,477,290 +24,388 +0.3%
Morgan Stanley
3
Morgan Stanley
New York
$1.23B 6,468,640 +96,775 +2%
Wells Fargo
4
Wells Fargo
California
$804M 4,240,315 -19,946 -0.5%
LPL Financial
5
LPL Financial
California
$677M 3,571,614 +151,148 +4%
UBS Group
6
UBS Group
Switzerland
$671M 3,542,174 -27,979 -0.8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$608M 13,427,010 +10,520,573 +362%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$601M 3,173,126 +19,784 +0.6%
Ameriprise
9
Ameriprise
Minnesota
$496M 2,625,546 +294,218 +13%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$373M 1,969,961 -25,825 -1%
Goldman Sachs
11
Goldman Sachs
New York
$363M 1,914,698 -25,868 -1%
Creative Planning
12
Creative Planning
Kansas
$351M 1,853,910 -50,658 -3%
CSIA
13
Charles Schwab Investment Advisory
California
$317M 1,672,389 -72,239 -4%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$272M 1,435,442 -91,930 -6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$268M 1,414,955 -73,584 -5%
Wealthfront Advisers
16
Wealthfront Advisers
California
$261M 1,374,433 -58,856 -4%
AAS
17
Annex Advisory Services
Wisconsin
$210M 1,105,670 +17,614 +2%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$201M 1,062,932 +266,366 +33%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$183M 966,994 -42,489 -4%
GT
20
Glenmede Trust
Pennsylvania
$181M 954,494 -14,613 -2%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$175M 923,288 +118,564 +15%
Stifel Financial
22
Stifel Financial
Missouri
$173M 910,877 -5,912 -0.6%
Mariner
23
Mariner
Kansas
$172M 909,707 -957 -0.1%
Osaic Holdings
24
Osaic Holdings
Arizona
$170M 894,372 -40,751 -4%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$159M 828,193 -10,806 -1%
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