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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 %
FBFS
901
First Business Financial Services
Wisconsin
$1.05M – – –
RRA
902
Round Rock Advisors
Connecticut
$1.05M – – –
BAM
903
BOS Asset Management
Illinois
$1.05M +$1.05M +5,735 New
CWM
904
Circle Wealth Management
New Jersey
$1.05M – – –
CF
905
Centaurus Financial
California
$1.05M -$4.48M -24,388 -81%
SSW
906
Stone Summit Wealth
Florida
$1.05M +$46.8K +255 +5%
VFA
907
Valeo Financial Advisors
Indiana
$1.04M +$34.1K +186 +3%
TCPWM
908
Traverso Chambers Private Wealth Management
California
$1.04M – – –
SF
909
Safeguard Financial
Wisconsin
$1.04M +$233K +1,269 +29%
TA
910
TFG Advisers
Michigan
$1.04M +$16.9K +92 +2%
MWP
911
Meridian Wealth Partners
Pennsylvania
$1.04M +$39.8K +217 +4%
KFA
912
Kelleher Financial Advisors
New York
$1.04M +$395K +2,153 +62%
MAS
913
Madden Advisory Services
Florida
$1.03M -$3.67K -20 -0.4%
CSIC
914
Clifford Swan Investment Counsel
California
$1.02M – – –
Neuberger Berman Group
915
Neuberger Berman Group
New York
$1.02M +$10.1K +55 +1%
BWP
916
BSW Wealth Partners
Colorado
$1.02M -$183K -995 -15%
KIA
917
KCM Investment Advisors
California
$1.01M +$8.81K +48 +0.9%
OA
918
Oxbow Advisors
Texas
$1M – – –
LFS
919
Lutz Financial Services
Nebraska
$1,000K – – –
1WM
920
1900 Wealth Management
Texas
$994K -$44.1K -240 -4%
CSPAM
921
Cary Street Partners Asset Management
Virginia
$990K -$19.6K -107 -2%
ZF
922
Zhang Financial
Michigan
$987K +$72.1K +393 +8%
SHFA
923
SC&H Financial Advisors
Maryland
$983K +$2.39K +13 +0.2%
CMBA
924
C.M. Bidwell & Associates
Hawaii
$978K -$2.39K -13 -0.2%
VIM
925
Vista Investment Management
Pennsylvania
$972K -$8.81K -48 -0.9%
35 36
37
38 39