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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 %
RVPG
926
Relative Value Partners Group
$970K +$207K +1,129 +27%
BP
927
BBR Partners
New York
$962K – – –
SWM
928
Silverlake Wealth Management
Vermont
$958K -$196K -1,070 -17%
CSWM
929
Cassady Schiller Wealth Management
Ohio
$955K -$45.5K -248 -5%
CWM
930
Cahill Wealth Management
Michigan
$953K -$645K -3,179 -40%
SCA
931
Stillwater Capital Advisors
Pennsylvania
$949K – – –
RW
932
Rede Wealth
Virginia
$947K +$16.7K +91 +2%
FAB
933
First American Bank
Illinois
$943K +$43.9K +239 +5%
PA
934
Probity Advisors
Texas
$940K -$8.81K -48 -0.9%
GW
935
GW & Wade
Massachusetts
$938K +$9.36K +51 +1%
SWM
936
Southern Wealth Management
Texas
$937K +$32.9K +179 +4%
WRPWM
937
Werba Rubin Papier Wealth Management
California
$931K +$931K +5,075 New
CAM
938
Cidel Asset Management
Ontario, Canada
$926K +$926K +5,046 New
MFWM
939
Motley Fool Wealth Management
Virginia
$925K +$549K +2,992 +146%
AMM
940
American Money Management
California
$925K -$63.9K -348 -6%
JAG
941
Journey Advisory Group
Kentucky
$925K -$281K -1,532 -23%
SFP
942
Strategic Financial Partners
Oregon
$924K -$1.29K -7 -0.1%
Fiera Capital (Canada)
943
Fiera Capital (Canada)
Quebec, Canada
$922K +$15.4K +84 +2%
JCM
944
Jag Capital Management
Missouri
$921K – – –
DWM
945
Defined Wealth Management
Oregon
$920K -$116K -631 -11%
BWM
946
BCS Wealth Management
Tennessee
$920K +$245K +1,334 +36%
FFA
947
Founders Financial Alliance
North Carolina
$919K -$93.6K -510 -9%
ASW
948
Astoria Strategic Wealth
Texas
$918K +$2.2K +12 +0.2%
DSA
949
Droms Strauss Advisors
Missouri
$917K +$127K +694 +16%
PO
950
Private Ocean
California
$916K +$3.12K +17 +0.3%
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