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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 %
APA
976
Astoria Portfolio Advisors
New York
$859K +$859K +4,413 New
WFAG
977
Wescott Financial Advisory Group
Pennsylvania
$846K +$3.67K +20 +0.4%
RCA
978
Ranch Capital Advisors
Florida
$846K -$38K -207 -4%
BBNB
979
Baker Boyer National Bank
Washington
$845K – – –
IAA
980
Independent Advisor Alliance
North Carolina
$844K +$844K +4,597 New
VFG
981
V2 Financial group
Illinois
$843K -$3.12K -17 -0.4%
XF
982
XML Financial
Maryland
$842K +$91.6K +499 +12%
HKIMG
983
Hutchens & Kramer Investment Management Group
Indiana
$836K -$6.24K -34 -0.7%
JWM
984
Jeppson Wealth Management
California
$819K +$140K +764 +21%
HIA
985
Harbor Investment Advisory
Maryland
$819K +$104K +565 +15%
GSWM
986
Greenup Street Wealth Management
Michigan
$815K +$131K +715 +19%
CAM
987
CPA Asset Management
Florida
$804K +$804K +4,380 New
TWD
988
True Wealth Design
Ohio
$803K +$803K +4,374 New
PFGIA
989
Patriot Financial Group Insurance Agency
Massachusetts
$802K +$20.2K +110 +3%
EP
990
Equius Partners
California
$793K +$793K +4,323 New
LA
991
LexAurum Advisors
Kansas
$793K -$96.7K -527 -11%
BOM
992
Bank of Marin
California
$789K – – –
WIC
993
Willis Investment Counsel
Georgia
$783K -$1.61M -8,750 -67%
RCA
994
Rex Capital Advisors
Rhode Island
$781K – – –
IIC
995
Integrated Investment Consultants
Michigan
$777K +$6.61K +36 +0.9%
NCM
996
Northwest Capital Management
Oregon
$777K +$184 +1 +0%
AWM
997
Aspire Wealth Management
Massachusetts
$776K -$17.8K -97 -2%
SCM
998
Spreng Capital Management
Ohio
$776K -$20.4K -111 -3%
NGA
999
Naples Global Advisors
Florida
$773K +$30.8K +168 +4%
EFG
1000
Everhart Financial Group
Ohio
$771K -$14K -77 -2%
38 39
40
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