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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.

New
Increased
Maintained
Reduced
Closed
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
Gibson Wealth Advisors
Texas
+$141M
2
AAS
Annex Advisory Services
Wisconsin
+$69M
3
US Bancorp
US Bancorp
Minnesota
+$65.3M
4
HighTower Advisors
HighTower Advisors
Illinois
+$47.7M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$44.2M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$371M
2
Bank of America
Bank of America
North Carolina
-$126M
3
AWA
Arete Wealth Advisors
Illinois
-$80.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$65.3M
5
Ameriprise
Ameriprise
Minnesota
-$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TDWM
476
Topel & Distasi Wealth Management
California
$3.65M +$18.2K +99 +0.5%
GSIS
477
Global Strategic Investment Solutions
Arizona
$3.63M -$2.9M -15,825 -44%
AIP
478
Ameritas Investment Partners
Nebraska
$3.63M -$120K -653 -3%
FMII
479
Farmers & Merchants Investments Inc
Nebraska
$3.62M +$20.7K +113 +0.6%
WAP
480
Wealthcare Advisory Partners
Pennsylvania
$3.61M -$3.77M -20,552 -51%
FHC
481
First Heartland Consultants
Missouri
$3.6M +$50.7K +276 +1%
TPCW
482
TD Private Client Wealth
New York
$3.58M +$812K +4,424 +29%
WPW
483
Waldron Private Wealth
Pennsylvania
$3.57M – – –
PWA
484
Peterson Wealth Advisors
Utah
$3.57M +$514K +2,800 +17%
NOI
485
Newton One Investments
Delaware
$3.56M -$13.4K -73 -0.4%
FB
486
First Bancorp
Maine
$3.55M -$38K -207 -1%
EWA
487
Exencial Wealth Advisors
Oklahoma
$3.55M -$101K -551 -3%
SAM
488
S.A. Mason
Michigan
$3.53M -$106K -580 -3%
LFP
489
Leeward Financial Partners
Washington
$3.52M -$1.2M -6,553 -25%
WLIM
490
White Lighthouse Investment Management
Massachusetts
$3.52M -$112K -611 -3%
WBCM
491
Wilson & Boucher Capital Management
California
$3.49M -$18.2K -99 -0.5%
CWMU
492
Caliber Wealth Management (Utah)
Utah
$3.48M -$142K -776 -4%
SFG
493
Sovereign Financial Group
Connecticut
$3.46M -$322K -1,753 -9%
ODIJL
494
One Day In July LLC
Vermont
$3.45M +$2.17M +11,837 +170%
UBV
495
United Bank (Virginia)
Virginia
$3.43M +$784K +4,271 +30%
CA
496
Continuum Advisory
Idaho
$3.42M +$170K +925 +5%
RFA
497
RTD Financial Advisors
Pennsylvania
$3.41M -$73.8K -402 -2%
CSPIA
498
Cary Street Partners Investment Advisory
Virginia
$3.38M +$25.3K +138 +0.8%
UB
499
UMB Bank
Missouri
$3.38M -$130K -709 -4%
GG
500
Gleason Group
Kentucky
$3.38M +$73.2K +399 +2%
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