VB icon

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 %
CGPCS
701
Capital Group Private Client Services
California
$1.97M +$1.32M +7,166 +201%
GWM
702
Greenwich Wealth Management
Connecticut
$1.97M -$184 -1 -0%
SAS
703
Sanford Advisory Services
Michigan
$1.96M +$1.96M +10,675 New
D
704
Dentgroup
Louisiana
$1.96M +$225K +1,226 +13%
SFWC
705
Strategic Family Wealth Counselors
New Jersey
$1.96M -$94.9K -517 -5%
RCM
706
Radnor Capital Management
Pennsylvania
$1.96M – – –
SOS
707
Silver Oak Securities
Tennessee
$1.95M -$207K -1,130 -10%
IWM
708
IHT Wealth Management
Illinois
$1.95M -$383K -2,085 -16%
MPWT
709
MassMutual Private Wealth & Trust
Connecticut
$1.94M -$147K -801 -7%
LFG
710
Larson Financial Group
Missouri
$1.94M +$188K +1,022 +11%
BCM
711
BTC Capital Management
Iowa
$1.93M – – –
IP
712
Investment Partners
Ohio
$1.92M -$164K -896 -8%
TIM
713
Tortoise Investment Management
New York
$1.91M -$23.3K -127 -1%
VCM
714
Viewpoint Capital Management
Washington
$1.91M +$76K +414 +4%
PFS
715
Prospera Financial Services
Texas
$1.89M +$293K +1,594 +18%
OFG
716
Oxford Financial Group
Indiana
$1.88M +$996K +5,426 +112%
DP
717
Denver PWM
Colorado
$1.87M +$701K +3,822 +60%
TFM
718
TFC Financial Management
Massachusetts
$1.86M +$21.1K +115 +1%
FNBOO
719
First National Bank of Omaha
Nebraska
$1.85M +$60.4K +329 +3%
EGWAG
720
Elwood & Goetz Wealth Advisory Group
Georgia
$1.85M -$19.1K -104 -1%
CCFM
721
Clear Creek Financial Management
Washington
$1.84M -$42K -229 -2%
LSAG
722
Lake Street Advisors Group
New Hampshire
$1.84M -$876K -4,773 -32%
MFIMFI
723
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.83M – – –
ACI
724
Alpha Cubed Investments
California
$1.82M +$201K +1,093 +12%
BFG
725
Berger Financial Group
Minnesota
$1.81M -$106K -580 -6%
27 28
29
30 31