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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 %
Belvedere Trading
876
Belvedere Trading
Illinois
$1.1M +$1.1M +6,000 New
STB
877
S&T Bank
Pennsylvania
$1.1M – – –
WPC
878
Waters Parkerson & Co
Louisiana
$1.1M – – –
HCC
879
Hirtle Callaghan & Co
Pennsylvania
$1.1M -$42.9K -234 -4%
VWM
880
Venturi Wealth Management
Texas
$1.09M +$693K +3,775 +173%
TFF
881
The Family Firm
Maryland
$1.09M -$136K -742 -11%
KP
882
Keel Point
Alabama
$1.09M +$148K +805 +16%
AWA
883
Alta Wealth Advisors
Massachusetts
$1.09M -$4.04K -22 -0.4%
G
884
Gainplan
Michigan
$1.09M -$365K -1,990 -25%
BIA
885
Bell Investment Advisors
California
$1.08M +$24K +131 +2%
Wealth Enhancement Advisory Services
886
Wealth Enhancement Advisory Services
Minnesota
$1.08M +$75.8K +384 +8%
TA
887
Tiedemann Advisors
New York
$1.08M – – –
MWM
888
Modera Wealth Management
New Jersey
$1.08M +$516K +2,814 +91%
FWM
889
Focused Wealth Management
New York
$1.08M +$968K +5,274 +867%
WWM
890
Western Wealth Management
Colorado
$1.08M -$759K -4,136 -41%
SGCA
891
Steel Grove Capital Advisors
Tennessee
$1.07M -$768K -4,183 -42%
CPP
892
Capasso Planning Partners
South Carolina
$1.07M -$19.1K -104 -2%
PFSC
893
Peoples Financial Services Corp
Pennsylvania
$1.07M +$101K +551 +10%
NRC
894
New Republic Capital
North Carolina
$1.07M +$1.07M +5,808 New
TFCP
895
Twin Focus Capital Partners
Massachusetts
$1.06M +$47.7K +260 +5%
RWG
896
Regal Wealth Group
California
$1.06M +$367 +2 +0%
GC
897
Gibson Capital
Pennsylvania
$1.06M -$184 -1 -0%
CWA
898
Cornerstone Wealth Advisors
Minnesota
$1.06M -$148K -808 -12%
QCG
899
Quadrant Capital Group
Ohio
$1.06M -$115K -628 -10%
DI
900
Disciplined Investments
Oklahoma
$1.06M +$8.44K +46 +0.8%
34 35
36
37 38