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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 %
ZCM
651
Zebra Capital Management
Connecticut
$2.23M +$2.23M +12,130 New
MAM
652
Marquette Asset Management
Minnesota
$2.22M -$589K -3,208 -21%
KTA
653
Keeley-Teton Advisors
Illinois
$2.22M +$1.14M +6,199 +105%
LFAS
654
Level Four Advisory Services
Texas
$2.22M -$257K -1,399 -10%
Vontobel Holding
655
Vontobel Holding
Switzerland
$2.21M -$63.9K -348 -3%
BFG
656
Beacon Financial Group
Texas
$2.2M +$2.2K +12 +0.1%
MIS
657
Morningstar Investment Services
Illinois
$2.2M +$22.5K +122 +1%
MWP
658
MYCIO Wealth Partners
Pennsylvania
$2.2M +$2.14M +11,661 +3,599%
WTB
659
Washington Trust Bank
Washington
$2.19M +$74.3K +405 +4%
GLA
660
Great Lakes Advisors
Illinois
$2.19M +$195K +1,064 +10%
SYBT
661
Stock Yards Bank & Trust
Kentucky
$2.19M +$85.1K +464 +4%
HTC
662
Haverford Trust Company
Pennsylvania
$2.18M -$4.04K -22 -0.2%
OWA
663
Octavia Wealth Advisors
Ohio
$2.18M +$23.7K +129 +1%
NWM
664
NEIRG Wealth Management
Massachusetts
$2.18M -$342K -1,862 -14%
VCM
665
Vivaldi Capital Management
Illinois
$2.18M +$59K +314 +3%
PFG
666
Pinnacle Financial Group
Illinois
$2.17M +$102K +555 +5%
CP
667
Camelot Portfolios
Ohio
$2.17M -$617K -3,359 -22%
SC
668
Stephens Consulting
Michigan
$2.16M -$181K -987 -8%
R
669
Rebalance
California
$2.16M +$2.16M +11,754 New
MAM
670
McLean Asset Management
Virginia
$2.15M +$470K +2,563 +28%
IBOK
671
Independence Bank of Kentucky
Kentucky
$2.14M -$116K -631 -5%
JPLA
672
Joseph P. Lucia & Associates
New York
$2.14M +$107K +581 +5%
HWA
673
Hilltop Wealth Advisors
North Carolina
$2.14M -$30.7K -167 -1%
SWM
674
Soundmark Wealth Management
Washington
$2.13M +$1.07M +5,810 +100%
BWM
675
Brickley Wealth Management
California
$2.12M -$7.71K -42 -0.4%
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