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Vanguard Small-Cap ETF
VB

1,641 hedge funds and large institutions have $24.5B invested in Vanguard Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 686 increasing their positions, 617 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $4.29M

35% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 75

11% more repeat investments, than reductions

Existing positions increased: 686 | Existing positions reduced: 617

4.03% more ownership

Funds ownership: 57.65% → 61.68% (+4%)

1% more capital invested

Capital invested by funds: $24.3B → $24.5B (+$220M)

1% more funds holding in top 10

Funds holding in top 10: 179 → 180 (+1)

1% less funds holding

Funds holding: 1,657 → 1,641 (-16)

Holders
1,641
Holders Change
-16
Holders Change %
-0.97%
% of All Funds
26.15%
Holding in Top 10
180
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.56%
% of All Funds
2.87%
New
101
Increased
686
Reduced
617
Closed
75
Calls
$17.6M
Puts
$4.29M
Net Calls
+$13.3M
Net Calls Change
-$3.57M

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.04B
2
Bank of America
Bank of America
North Carolina
+$299M
3
Ameriprise
Ameriprise
Minnesota
+$57.1M
4
CIAS
CBIZ Investment Advisory Services
Ohio
+$55.8M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$51.7M

Top Sellers

Rank Fund Capital Flow
1
PFO
Pathstone Family Office
New Jersey
-$69.3M
2
BlackRock
BlackRock
New York
-$43.5M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$42.2M
4
CAM
Cresset Asset Management
Illinois
-$40.6M
5
CCA
Column Capital Advisors
Indiana
-$35.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.73B +$299M +1,539,997 +8%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.42B +$4.73M +24,388 +0.3%
Morgan Stanley
3
Morgan Stanley
New York
$1.23B +$18.8M +96,775 +2%
Wells Fargo
4
Wells Fargo
California
$804M -$3.87M -19,946 -0.5%
LPL Financial
5
LPL Financial
California
$677M +$29.3M +151,148 +4%
UBS Group
6
UBS Group
Switzerland
$671M -$5.43M -27,979 -0.8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$608M +$2.04B +10,520,573 +362%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$601M +$3.84M +19,784 +0.6%
Ameriprise
9
Ameriprise
Minnesota
$496M +$57.1M +294,218 +13%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$373M -$5.01M -25,825 -1%
Goldman Sachs
11
Goldman Sachs
New York
$363M -$5.02M -25,868 -1%
Creative Planning
12
Creative Planning
Kansas
$351M -$9.82M -50,658 -3%
CSIA
13
Charles Schwab Investment Advisory
California
$317M -$14M -72,239 -4%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$272M -$17.8M -91,930 -6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$268M -$14.3M -73,584 -5%
Wealthfront Advisers
16
Wealthfront Advisers
California
$261M -$11.4M -58,856 -4%
AAS
17
Annex Advisory Services
Wisconsin
$210M +$3.42M +17,614 +2%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$201M +$51.7M +266,366 +33%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$183M -$8.24M -42,489 -4%
GT
20
Glenmede Trust
Pennsylvania
$181M -$2.83M -14,613 -2%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$175M +$23M +118,564 +15%
Stifel Financial
22
Stifel Financial
Missouri
$173M -$1.15M -5,912 -0.6%
Mariner
23
Mariner
Kansas
$172M -$186K -957 -0.1%
Osaic Holdings
24
Osaic Holdings
Arizona
$170M -$7.9M -40,751 -4%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$159M -$2.1M -10,806 -1%
1
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VB Hedge Fund Activity: Q1 2023 in Review

1,641 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q1 2023, worth a combined $24.5B — up 0.91% from $24.3B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new VB positions and 75 closed out — a net gain of 26 holders — while 686 added to existing stakes and 617 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.04B. The largest seller was Pathstone Family Office, cutting an estimated $69.3M.

  • 1,641 institutional investors held Vanguard Small-Cap ETF (VB) as of Q1 2023, down from 1,657 in Q4 2022.
  • Funds reported $24.5B of Vanguard Small-Cap ETF stock for Q1 2023, up 0.91% quarter-over-quarter.
  • 101 funds opened new Vanguard Small-Cap ETF positions in Q1 2023 and 75 closed out, a net change of +26 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $2.04B added.
  • The largest Vanguard Small-Cap ETF seller in Q1 2023 was Pathstone Family Office, an estimated $69.3M sold.

Based on aggregated 13F filings for Q1 2023.