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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 %
FI
601
Financial Insights
Washington
$2.53M +$884K +4,814 +54%
WB
602
West Bancorporation
Iowa
$2.51M -$30.3K -165 -1%
SF
603
Synovus Financial
Georgia
$2.5M -$45.3K -247 -2%
TFA
604
Trinity Financial Advisors
Ohio
$2.49M -$191K -1,038 -7%
MHIC
605
Marble Harbor Investment Counsel
Massachusetts
$2.48M – – –
GPI
606
General Partner Inc
Pennsylvania
$2.48M +$2.48M +13,500 New
BFP
607
Beacon Financial Planning
Massachusetts
$2.48M +$2.48M +13,493 New
SCM
608
SOL Capital Management
Maryland
$2.47M -$95.4K -520 -4%
AL
609
Aspiriant LLC
California
$2.46M +$472K +2,571 +24%
NEAM
610
New England Asset Management
Connecticut
$2.46M +$165K +1,600 +7%
WA
611
Waverly Advisors
Alabama
$2.45M +$36.7K +200 +2%
RIA
612
Regal Investment Advisors
Michigan
$2.44M -$38.4K -209 -2%
TWM
613
Thrive Wealth Management
Pennsylvania
$2.43M -$444K -2,420 -15%
WCM
614
Windham Capital Management
Massachusetts
$2.41M +$333K +1,817 +16%
HT
615
Heritage Trust
Oklahoma
$2.4M -$960K -5,230 -29%
BMM
616
Berkshire Money Management
Massachusetts
$2.39M -$137K -745 -5%
LNWTC
617
Laird Norton Wetherby Trust Company
Washington
$2.38M +$1.16M +6,295 +94%
DWM
618
Dakota Wealth Management
Florida
$2.38M +$734 +4 +0%
AWM
619
Apollon Wealth Management
South Carolina
$2.37M +$119K +650 +5%
LF
620
Lee Financial
Texas
$2.36M +$109K +592 +5%
OCM
621
Objective Capital Management
Ohio
$2.36M +$111K +604 +5%
MWM
622
Meridian Wealth Management
Kentucky
$2.35M +$551 +3 +0%
PA
623
Procyon Advisors
Connecticut
$2.35M -$277K -1,511 -11%
AWAP
624
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.35M +$79.8K +435 +4%
LWP
625
Laurel Wealth Planning
Minnesota
$2.35M -$140K -763 -6%
23 24
25
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