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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 %
GA
826
GFS Advisors
Texas
$1.3M -$271K -1,475 -17%
WP
827
WMS Partners
Maryland
$1.3M – – –
SWA
828
Sutton Wealth Advisors
Florida
$1.29M -$137K -745 -10%
LPIC
829
LeJeune Puetz Investment Counsel
Michigan
$1.29M +$9.18K +50 +0.7%
TCOV
830
Trust Company of Vermont
Vermont
$1.29M +$353K +1,924 +38%
CCP
831
Clarkston Capital Partners
Michigan
$1.27M -$20.6K -112 -2%
RIM
832
RW Investment Management
Idaho
$1.27M +$1.27M +6,925 New
BWM
833
Baystate Wealth Management
Massachusetts
$1.27M +$82.2K +448 +7%
RBC
834
Romano Brothers & Co
Illinois
$1.27M -$5.51K -30 -0.4%
MI
835
Moneywise Inc
Virginia
$1.27M +$16.7K +91 +1%
MFWP
836
Mosaic Family Wealth Partners
Missouri
$1.27M +$1.27M +6,896 New
ESB
837
Essex Savings Bank
Connecticut
$1.26M +$30.3K +165 +2%
IAG
838
Investment Advisory Group
Massachusetts
$1.26M +$131K +714 +12%
FCM
839
Family Capital Management
Michigan
$1.25M +$1.25M +6,834 New
SIAS
840
Summit Investment Advisory Services
Minnesota
$1.25M +$1.25M +6,799 New
VC
841
Veery Capital
Delaware
$1.25M +$918 +5 +0.1%
FB
842
Fulton Bank
Pennsylvania
$1.24M +$33K +180 +3%
PCM
843
Passive Capital Management
Maryland
$1.24M – – –
PIFP
844
Partners in Financial Planning
Virginia
$1.23M +$2.74K +15 +0.2%
CWP
845
Cyndeo Wealth Partners
Florida
$1.23M +$1.23M +6,704 New
FCBT
846
First Citizens Bank & Trust
North Carolina
$1.23M -$218K -1,190 -15%
AIA
847
Avalon Investment & Advisory
Texas
$1.23M +$1.23M +6,683 New
LNWWM
848
Laird Norton Wetherby Wealth Management
California
$1.23M +$213K +1,160 +21%
Luther King Capital Management (LKCM)
849
Luther King Capital Management (LKCM)
Texas
$1.23M -$1.33M – –
KWM
850
Kingsview Wealth Management
Oregon
$1.21M +$490K +2,668 +68%
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34
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