VB icon

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 %
RA
1026
RFG Advisory
Alabama
$702K -$32.9K -159 -4%
LDB
1027
Lee, Danner & Bass
Tennessee
$700K -$10.1K -55 -1%
KAM
1028
KEB Asset Management
Illinois
$699K -$25.7K -140 -4%
AIA
1029
Acute Investment Advisory
Arizona
$699K +$311K +1,696 +80%
MHS
1030
M Holdings Securities
Oregon
$697K +$15.6K +85 +2%
MCC
1031
Money Concepts Capital
Florida
$694K +$488K +2,657 +237%
RCG
1032
Regatta Capital Group
California
$694K – – –
RSS
1033
Rosenblum Silverman Sutton
California
$692K +$39.4K +215 +6%
TWM
1034
Trevian Wealth Management
Massachusetts
$691K +$1.1K +6 +0.2%
TP
1035
Tranquility Partners
Tennessee
$688K -$20.7K -113 -3%
FPCP
1036
Fort Point Capital Partners
California
$688K +$19.1K +104 +3%
WA
1037
Waterford Advisors
New York
$684K +$684K +3,728 New
SOAG
1038
Silver Oak Advisory Group
Oregon
$683K – – –
PI
1039
PFS Investments
Georgia
$683K +$433K +2,360 +173%
BONH
1040
Bank of New Hampshire
New Hampshire
$681K – – –
TC
1041
Trilogy Capital
California
$677K +$204K +1,113 +43%
AWA
1042
Aaron Wealth Advisors
Illinois
$676K -$36K -196 -5%
SEP
1043
Southland Equity Partners
Missouri
$675K -$31.6K -172 -4%
RWA
1044
River Wealth Advisors
Pennsylvania
$669K +$149K +812 +29%
BSB
1045
Bangor Savings Bank
Maine
$668K -$14.1K -77 -2%
CIA
1046
Capital Investment Advisors
Georgia
$668K +$84.8K +462 +15%
AC
1047
Abbrea Capital
California
$665K +$63.9K +348 +11%
CCA
1048
Conservest Capital Advisors
Pennsylvania
$665K +$665K +3,621 New
BFM
1049
Boston Financial Management
Massachusetts
$662K +$350K +1,908 +112%
DI
1050
DFPG Investments
Utah
$662K +$23.2K +120 +4%
40 41
42
43 44