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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 %
SWA
951
Stratos Wealth Advisors
Ohio
$915K -$79.1K -431 -8%
DFA
952
Delta Financial Advisors
Louisiana
$913K +$1.84K +10 +0.2%
EB
953
Eastern Bank
Massachusetts
$911K – – –
SWM
954
Spire Wealth Management
Virginia
$911K +$261K +1,420 +40%
OW
955
Olistico Wealth
Oklahoma
$908K +$908K +4,949 New
PD
956
Planning Directions
Pennsylvania
$907K -$41.6K -227 -4%
AWM
957
Axxcess Wealth Management
California
$903K +$3.67K +20 +0.4%
AMR
958
Asset Management Resources
Massachusetts
$902K +$110K +599 +14%
GCL
959
Gouws Capital LLC
North Carolina
$902K -$10.3K -56 -1%
PNC
960
Park National Corp
Ohio
$901K +$901K +4,907 New
RA
961
Rodgers & Associates
Pennsylvania
$895K +$12.8K +70 +1%
ZB
962
Zions Bancorporation
Utah
$886K -$120K -653 -12%
CFP
963
Catalyst Financial Partners
Massachusetts
$884K +$884K +4,819 New
HSA
964
HBK Sorce Advisory
Pennsylvania
$883K +$240K +1,309 +37%
CAL
965
Capital Analysts LLC
Pennsylvania
$882K +$211K +1,151 +31%
CFA
966
CWS Financial Advisors
Michigan
$879K -$1.14M -5,334 -56%
DFC
967
DBK Financial Counsel
Ohio
$879K +$184 +1 +0%
SG
968
Somerset Group
Minnesota
$877K -$4.04K -22 -0.5%
SS
969
Simplicity Solutions
Minnesota
$877K -$351K -1,912 -29%
AFG
970
Allegheny Financial Group
Pennsylvania
$873K +$56.2K +306 +7%
LPAM
971
Lodestar Private Asset Management
California
$864K +$864K +4,709 New
AAMC
972
Asset Allocation & Management Company
Illinois
$863K – – –
ORC
973
O'Rourke & Company
Massachusetts
$863K +$48.5K +264 +6%
SFG
974
Sunburst Financial Group
Alabama
$860K +$542K +2,953 +171%
VFIC
975
Valley Forge Investment Consultants
Pennsylvania
$860K -$277K -1,509 -24%
37 38
39
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