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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 %
BRM
676
Boston Research & Management
Massachusetts
$2.12M -$11.2K -61 -0.5%
AWA
677
Acorn Wealth Advisors
Michigan
$2.11M +$4.77K +26 +0.2%
GJIA
678
Glass Jacobson Investment Advisors
Maryland
$2.11M +$2.11M +11,481 New
VBFP
679
Valtinson Bruner Financial Planning
Minnesota
$2.11M -$63.4K -328 -3%
ECA
680
Elevated Capital Advisors
Utah
$2.09M -$79.5K -433 -4%
NFP
681
Narus Financial Partners
Utah
$2.08M -$516K -2,812 -20%
CWM
682
Calamos Wealth Management
Illinois
$2.07M – – –
FA
683
Forefront Analytics
Pennsylvania
$2.07M +$11.4K +62 +0.6%
HFAS
684
Hummer Financial Advisory Services
Illinois
$2.05M – – –
SSB
685
Sandy Spring Bank
Maryland
$2.05M -$152K -829 -7%
NEWAS
686
N.E.W. Advisory Services
Wisconsin
$2.04M -$32.9K -179 -2%
WTA
687
Washington Trust Advisors
Massachusetts
$2.02M -$7.2M -39,238 -78%
GLLW
688
Graves Light Lenhart Wealth
Virginia
$2.02M +$210K +1,145 +12%
WI
689
Wintrust Investments
Illinois
$2.02M +$34.7K +189 +2%
CBFP
690
Cedar Brook Financial Partners
Ohio
$2.01M -$72.9K -397 -4%
KA
691
Klingman & Associates
New York
$2.01M +$132K +719 +7%
TPW
692
Tiller Private Wealth
Pennsylvania
$2M -$1.25M -6,826 -38%
SPIO
693
Seven Post Investment Office
California
$2M – – –
MBFW
694
Morton Brown Family Wealth
Pennsylvania
$2M -$34.7K -189 -2%
FNT
695
First National Trust
Pennsylvania
$1.99M -$156K -848 -7%
SWA
696
Strategies Wealth Advisors
Michigan
$1.99M +$1.99M +10,844 New
RWA
697
Ropes Wealth Advisors
Massachusetts
$1.99M -$53K -289 -3%
SW
698
SkyOak Wealth
Michigan
$1.99M +$7.53K +41 +0.4%
KSWA
699
Kathleen S. Wright Associates
Pennsylvania
$1.98M +$330K +1,797 +20%
SEI Investments
700
SEI Investments
Pennsylvania
$1.97M -$229K -1,250 -10%
26 27
28
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