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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,654 hedge funds and large institutions have $24.2B invested in Vanguard Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 690 increasing their positions, 567 reducing their positions, and 54 closing their positions.

Holders
1,654
Holders Change
+126
Holders Change %
+8.25%
% of All Funds
26.69%
Holding in Top 10
178
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+3.49%
% of All Funds
2.87%
New
213
Increased
690
Reduced
567
Closed
54
Calls
$20M
Puts
$3.18M
Net Calls
+$16.8M
Net Calls Change
+$9.4M

Top Buyers

1
GWA
1
Gibson Wealth Advisors
Texas
$143M
2
AAS
2
Annex Advisory Services
Wisconsin
$200M
3
US Bancorp
3
US Bancorp
Minnesota
$86.9M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$59.1M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$141M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.37B
2
Bank of America
2
Bank of America
North Carolina
$3.33B
3
AWA
3
Arete Wealth Advisors
Illinois
$941M
4
MA
4
MUFG Americas
New York
$0
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$148M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
26
Wellington Management Group
Massachusetts
$148M 804,724 -355,829 -31%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$146M 796,566 +66,015 +9%
GWA
28
Gibson Wealth Advisors
Texas
$143M 773,563 +759,660 +5,464%
HighTower Advisors
29
HighTower Advisors
Illinois
$141M 768,084 +260,118 +51%
S
30
SignatureFD
Georgia
$138M 749,957 +14,854 +2%
PFO
31
Pathstone Family Office
New Jersey
$134M 718,024 -44,676 -6%
MWM
32
Mission Wealth Management
California
$126M 686,614 +10,552 +2%
CIBC Private Wealth Group
33
CIBC Private Wealth Group
Georgia
$126M 838,999 +59,982 +8%
MRC
34
Millburn Ridgefield Corp
New York
$126M 683,920 +64,686 +10%
CCA
35
Catalyst Capital Advisors
New York
$126M 683,876 +64,671 +10%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$122M 665,895 -6,587 -1%
JPMPWA
37
J.P. Morgan Private Wealth Advisors
California
$118M 640,717 +62,802 +11%
RJA
38
Raymond James & Associates
Florida
$117M 636,106 +49,778 +8%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$116M 633,918 +57,292 +10%
Truist Financial
40
Truist Financial
North Carolina
$107M 584,501 -91,991 -14%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$105M 538,243 +95,094 +21%
1832 Asset Management
42
1832 Asset Management
Ontario, Canada
$102M 555,816 -11,356 -2%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$99.4M 541,656 +38,921 +8%
BlackRock
44
BlackRock
New York
$89.2M 486,236 +26,842 +6%
US Bancorp
45
US Bancorp
Minnesota
$86.9M 473,306 +355,646 +302%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$85.1M 463,551 +89,327 +24%
BPWM
47
Badgley Phelps Wealth Managers
Washington
$78.7M 428,577 +4,006 +0.9%
EA
48
Efficient Advisors
Ohio
$78M 424,931 +21,109 +5%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$74.7M 407,156 +228,777 +128%
Natixis Advisors
50
Natixis Advisors
Massachusetts
$72.4M 394,534 +36,256 +10%
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