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 %
JSL
1101
JT Stratford LLC
Georgia
$561K -$14.7K -80 -3%
TFA
1102
TPG Financial Advisors
Oregon
$561K +$170K +926 +43%
VP
1103
Verum Partners
North Carolina
$559K +$559K +3,047 New
FNB
1104
Farmers National Bank
Kentucky
$557K +$4.96K +27 +0.9%
AAG
1105
Armstrong Advisory Group
Massachusetts
$557K +$557K +3,033 New
PIA
1106
Perennial Investment Advisors
California
$556K +$123K +672 +29%
BS
1107
Boenning & Scattergood
Pennsylvania
$554K -$1.04M -4,873 -65%
FWM
1108
Fingerlakes Wealth Management
New York
$552K +$367 +2 +0.1%
FF
1109
Francis Financial
$551K +$87.5K +477 +19%
FA
1110
Fiduciary Alliance
South Carolina
$549K +$549K +2,990 New
TPA
1111
Trivium Point Advisory
Connecticut
$548K +$33K +176 +6%
SIA
1112
Soltis Investment Advisors
Utah
$547K -$67.9K -370 -11%
IF
1113
Ironwood Financial
Arizona
$545K +$105K +572 +24%
CAS
1114
Coppell Advisory Solutions
Texas
$545K +$545K +2,968 New
CASC
1115
Coppell Advisory Solutions Corp
Texas
$545K +$545K +2,968 New
SEIA
1116
Signature Estate & Investment Advisors
California
$544K -$13.8K -75 -2%
ACM
1117
Armbruster Capital Management
New York
$543K -$445K -2,425 -45%
MGWM
1118
Marks Group Wealth Management
Minnesota
$540K +$918 +5 +0.2%
WIP
1119
WealthCare Investment Partners
Rhode Island
$538K -$85K -463 -14%
JSW
1120
Journey Strategic Wealth
New Jersey
$534K +$534K +2,907 New
LWMNY
1121
Landmark Wealth Management (New York)
New York
$531K -$202K -1,099 -28%
ADL
1122
Asset Dedication LLC
California
$531K +$157K +860 +42%
3LCM
1123
3D/L Capital Management
Connecticut
$531K -$21.1K -115 -4%
VNA
1124
Valley National Advisers
Pennsylvania
$529K -$561K -2,909 -51%
NG
1125
Northstar Group
New York
$528K +$918 +5 +0.2%
43 44
45
46 47