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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 %
PFBT
1126
Parkside Financial Bank & Trust
Missouri
$528K +$115K +628 +28%
CAI
1127
Capital Advisors Inc
Oklahoma
$527K -$86.3K -470 -14%
GKIM
1128
GW&K Investment Management
Massachusetts
$523K +$368K +2,004 +238%
HAS
1129
HBW Advisory Services
California
$522K +$86.3K +470 +20%
TNB
1130
Thomasville National Bank
Georgia
$518K +$6.43K +35 +1%
CFO
1131
CVA Family Office
Colorado
$517K -$8.26K -45 -2%
AG
1132
Advocate Group
Minnesota
$517K +$51.2K +279 +11%
EA
1133
Eudaimonia Advisors
Tennessee
$517K -$41.9K -228 -7%
RWA
1134
Redmont Wealth Advisors
Illinois
$514K – – –
SPWM
1135
Schrum Private Wealth Management
Florida
$510K -$734 -4 -0.1%
BHIA
1136
Birch Hill Investment Advisors
Massachusetts
$507K – – –
E
1137
ETFidea
New York
$503K – – –
BFA
1138
Beaumont Financial Advisors
Massachusetts
$503K +$503K +2,738 New
AWM
1139
Adams Wealth Management
Utah
$502K -$35.1K -191 -7%
HHRDM
1140
H&H Retirement Design & Management
Nevada
$501K -$72K -367 -13%
Chevy Chase Trust
1141
Chevy Chase Trust
Maryland
$500K +$250K +1,362 +100%
WA
1142
WP Advisors
California
$499K +$41.7K +227 +9%
SIC
1143
Sigma Investment Counselors
Michigan
$499K -$361K -1,965 -42%
TA
1144
TrueWealth Advisors
Alabama
$498K -$19.8K -108 -4%
FA
1145
FC Advisory
Pennsylvania
$498K +$111K +604 +29%
SWM
1146
Selective Wealth Management
Virginia
$498K -$17.9K -92 -3%
CAAM
1147
Cornerstone Advisors Asset Management
Pennsylvania
$498K +$498K +2,712 New
PWM
1148
Penobscot Wealth Management
Maine
$494K -$68.5K -373 -12%
C
1149
Certuity
Florida
$493K +$29.4K +160 +6%
CIAS
1150
Capital Investment Advisory Services
North Carolina
$492K -$60.2K -328 -11%
44 45
46
47 48