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 %
MSS
851
Mitchell Sinkler & Starr
Pennsylvania
$1.21M -$5.51K -30 -0.5%
VC
852
Vicus Capital
Pennsylvania
$1.21M -$174K -947 -13%
IC
853
IEQ Capital
California
$1.21M -$140K -763 -10%
AP
854
Adero Partners
California
$1.21M – – –
SVWAG
855
Sound View Wealth Advisors Group
Georgia
$1.2M +$624K +2,924 +108%
API
856
Advisor Partners II
California
$1.2M – – –
CIC
857
Carnegie Investment Counsel
Ohio
$1.2M +$10.1K +55 +0.8%
AL
858
ACAS LLC
California
$1.2M +$1.2M +6,526 New
EBA
859
Eagle Bay Advisors
New York
$1.19M +$394K +2,145 +50%
CFO
860
Collective Family Office
Pennsylvania
$1.18M -$731K -3,983 -38%
BC
861
Barrett & Company
Rhode Island
$1.18M – – –
PCIA
862
Prime Capital Investment Advisors
Kansas
$1.18M +$522K +2,845 +80%
SC
863
SouthState Corp
Florida
$1.17M -$1.1K -6 -0.1%
BFIM
864
Beese Fulmer Investment Management
Ohio
$1.17M +$25.5K +139 +2%
GJIC
865
Gamble Jones Investment Counsel
California
$1.17M – – –
SSWG
866
Seven Springs Wealth Group
Tennessee
$1.16M – – –
BMCM
867
Bryn Mawr Capital Management
Pennsylvania
$1.15M +$654K +3,564 +133%
RWM
868
Refined Wealth Management
Utah
$1.14M +$22.6K +123 +2%
CPA
869
Cardiff Park Advisors
California
$1.14M +$15.4K +84 +1%
LG
870
LAM Group
Oregon
$1.14M +$1.14M +6,210 New
RIM
871
Rockbridge Investment Management
New York
$1.14M -$46.8K -255 -4%
EAM
872
Evanson Asset Management
California
$1.14M -$51.8K -282 -4%
Lido Advisors
873
Lido Advisors
California
$1.13M +$150K +816 +15%
PTC
874
Private Trust Company
Ohio
$1.13M -$114K -621 -9%
FI
875
FIDELIS iM
Oregon
$1.12M -$1.01M -5,495 -47%
33 34
35
36 37