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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 %
BC
1051
Brio Consultants
California
$656K -$12.5K -68 -2%
SSWM
1052
Smith Salley Wealth Management
North Carolina
$651K -$93.2K -508 -13%
National Bank of Canada
1053
National Bank of Canada
Quebec, Canada
$651K -$10.5K -57 -2%
BBHC
1054
Brown Brothers Harriman & Co
New York
$649K +$43.3K +236 +7%
BSWA
1055
Bromfield Sneider Wealth Advisors
Massachusetts
$646K +$1.84K +10 +0.3%
MPCG
1056
Matrix Private Capital Group
New York
$646K +$41.7K +227 +7%
RG
1057
Rathbones Group
United Kingdom
$645K – – –
SFS
1058
Strategic Financial Services
New York
$643K +$4.59K +25 +0.7%
NRI
1059
NFP Retirement Inc
California
$640K +$56.4K +307 +10%
PMG
1060
ProVise Management Group
Florida
$638K -$230K -1,254 -27%
LBC
1061
Lawrence B. Cohen
$634K +$634K +3,452 New
GG
1062
Gofen & Glossberg
Illinois
$632K – – –
HCM
1063
Hall Capital Management
Rhode Island
$627K +$30.3K +165 +5%
HS
1064
Horan Securities
United States
$624K -$53K -289 -8%
FIA
1065
Foundations Investment Advisors
Arizona
$624K +$54.9K +299 +10%
ECM
1066
Exchange Capital Management
Michigan
$623K – – –
MFA
1067
Mayflower Financial Advisors
Massachusetts
$622K -$4.77K -26 -0.8%
WTFG
1068
Wells Trecaso Financial Group
Ohio
$619K +$117K +635 +23%
MIG
1069
McGuire Investment Group
Rhode Island
$619K +$16.2K +88 +3%
TC
1070
TownSquare Capital
Utah
$619K -$2.39K -13 -0.4%
WCF
1071
West Coast Financial
California
$617K -$40.2K -219 -6%
FPTW
1072
Franklin, Parlapiano, Turner & Welch
Texas
$614K – – –
BCM
1073
Barden Capital Management
Texas
$611K +$294K +1,600 +92%
CA
1074
CGN Advisors
Kansas
$611K +$98.6K +537 +19%
FNWM
1075
Financial Network Wealth Management
Utah
$610K +$379K +2,063 +163%
41 42
43
44 45