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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 %
BFO
1076
Biltmore Family Office
North Carolina
$609K – – –
SAM
1077
SignalPoint Asset Management
Missouri
$608K -$4.04K -22 -0.7%
EW
1078
Enzi Wealth
Texas
$608K – – –
OIA
1079
Optimum Investment Advisors
Illinois
$608K +$6.42K +35 +1%
Renaissance Technologies
1080
Renaissance Technologies
New York
$606K +$606K +3,300 New
ONB
1081
Old National Bancorp
Indiana
$604K +$45K +245 +8%
MWM
1082
Maripau Wealth Management
Indiana
$603K +$30.4K +159 +5%
SWM
1083
Stockman Wealth Management
Montana
$602K -$16K -87 -3%
SFI
1084
SPC Financial Inc
Maryland
$601K +$46.6K +254 +8%
PFM
1085
Parsec Financial Management
North Carolina
$599K +$60.2K +328 +11%
MPW
1086
Melone Private Wealth
Michigan
$592K -$8.26K -45 -1%
CCA
1087
Cobblestone Capital Advisors
New York
$591K +$163K +888 +38%
NWM
1088
Northwest Wealth Management
Iowa
$585K -$10.6K -58 -2%
TC
1089
TAP Consulting
Missouri
$580K -$110K -598 -16%
OA
1090
Operose Advisors
Wisconsin
$579K – – –
THL
1091
Tillman Hartley LLC
Colorado
$579K +$579K +3,155 New
MCG
1092
McCollum Christoferson Group
New York
$575K +$28.8K +157 +5%
SWM
1093
Segment Wealth Management
Texas
$574K +$1.84K +10 +0.3%
TH
1094
TCTC Holdings
Texas
$573K – – –
AMCA
1095
Arthur M. Cohen & Associates
Illinois
$568K +$2.02K +11 +0.4%
ZCM
1096
Ziegler Capital Management
Illinois
$565K – – –
MPW
1097
MGO Private Wealth
California
$565K +$60.2K +328 +12%
Principal Financial Group
1098
Principal Financial Group
Iowa
$564K +$6.24K +34 +1%
BFG
1099
Bouchey Financial Group
New York
$563K -$358K -1,948 -39%
SIA
1100
Schechter Investment Advisors
Michigan
$561K +$18.7K +102 +3%
42 43
44
45 46