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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 %
TMWM
576
Taylor & Morgan Wealth Management
Michigan
$2.69M -$28.1K -153 -1%
CIAS
577
CBIZ Investment Advisory Services
Ohio
$2.68M +$2.68M +14,628 New
KFGK
578
Keystone Financial Group (Kentucky)
Kentucky
$2.67M +$12.8K +70 +0.5%
BKA
579
Brick & Kyle Associates
Pennsylvania
$2.65M -$28.6K -156 -1%
CA
580
Claro Advisors
Massachusetts
$2.65M +$704K +3,837 +36%
RFP
581
Roth Financial Partners
Texas
$2.64M – – –
ONSWM
582
Old North State Wealth Management
North Carolina
$2.64M +$14K +76 +0.5%
BWA
583
BDO Wealth Advisors
Florida
$2.64M -$134K -729 -5%
BFA
584
Bragg Financial Advisors
North Carolina
$2.63M -$45.3K -247 -2%
ACA
585
Affinity Capital Advisors
California
$2.62M +$78K +425 +3%
PFM
586
Phillips Financial Management
Indiana
$2.62M -$57.4K -313 -2%
SMC
587
Smith, Moore & Co
Missouri
$2.61M +$90.7K +494 +4%
CWMGP
588
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.61M -$92.7K -505 -3%
BIM
589
Bridges Investment Management
Nebraska
$2.61M – – –
GPWA
590
Great Point Wealth Advisors
Massachusetts
$2.6M – – –
RC
591
Roundview Capital
New Jersey
$2.58M +$112K +610 +5%
WJWM
592
Williams Jones Wealth Management
New York
$2.58M -$343K -1,870 -12%
MF
593
Meridian Financial
Massachusetts
$2.58M +$14.5K +79 +0.6%
MFGM
594
Marshall Financial Group (Maryland)
Maryland
$2.57M -$112K -611 -4%
BBWP
595
Beacon Bridge Wealth Partners
Pennsylvania
$2.57M +$2.57M +13,990 New
FRA
596
Frank Rimerman Advisors
California
$2.57M +$567K +3,089 +28%
DWT
597
Dorsey & Whitney Trust
South Dakota
$2.57M +$159K +867 +7%
PWP
598
Principle Wealth Partners
Connecticut
$2.55M -$301K -1,639 -11%
CWC
599
Carolinas Wealth Consulting
North Carolina
$2.55M -$21.1K -115 -0.8%
AA
600
Alesco Advisors
New York
$2.54M +$477K +2,601 +23%
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