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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 %
LW
1001
Libra Wealth
California
$770K -$23.7K -129 -3%
NSIM
1002
North Star Investment Management
Illinois
$768K -$65.9K -359 -8%
TCM
1003
Traynor Capital Management
Pennsylvania
$767K -$11.2K -61 -1%
RW
1004
REDW Wealth
New Mexico
$765K -$78.2K -426 -9%
CPO
1005
Cerity Partners OCIO
New York
$763K +$170K +928 +29%
SFA
1006
Souders Financial Advisors
Ohio
$762K -$80.4K -438 -10%
CWM
1007
CCG Wealth Management
California
$757K +$479K +2,611 +172%
BCP
1008
Berkeley Capital Partners
Georgia
$757K +$1.29K +7 +0.2%
HWA
1009
Heritage Wealth Advisors
Virginia
$755K +$10.1K +55 +1%
DF
1010
DecisionPoint Financial
Arizona
$750K +$750K +4,085 New
EFL
1011
ERn Financial LLC
Wisconsin
$745K +$745K +4,061 New
RWM
1012
Ritholtz Wealth Management
New York
$744K -$28.1K -153 -4%
KNFPWM
1013
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$742K +$742K +4,043 New
BWCS
1014
Beirne Wealth Consulting Services
Connecticut
$734K -$2.81M -15,283 -79%
CPSAC
1015
Chas P. Smith & Associates (CPS)
Florida
$732K +$13.9K +76 +2%
SWM
1016
SeaCrest Wealth Management
New York
$727K +$15.8K +86 +2%
WFA
1017
Websterrogers Financial Advisors
South Carolina
$726K -$17.8K -97 -2%
EWA
1018
Etesian Wealth Advisors
Oregon
$717K +$717K +3,908 New
MWM
1019
Mascoma Wealth Management
New Hampshire
$716K -$1.93M -10,514 -73%
SNBOSD
1020
Security National Bank of So Dak
Iowa
$715K -$44.8K -244 -6%
BF
1021
Brooklyn FI
New York
$714K -$1.76M -3,100 -71%
SDWMA
1022
Schneider Downs Wealth Management Advisors
Pennsylvania
$712K +$84.6K +461 +13%
1SB
1023
1ST Source Bank
Indiana
$711K +$139K +757 +24%
RWM
1024
Rockwood Wealth Management
Pennsylvania
$708K +$112K +609 +19%
LWM
1025
Lyell Wealth Management
California
$704K -$119K -650 -14%
39 40
41
42 43