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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 %
KTM
1151
Keeler Thomas Management
Utah
$491K +$491K +2,675 New
BB
1152
Bell Bank
North Dakota
$491K +$46.4K +253 +10%
FPCG
1153
Forum Private Client Group
Indiana
$489K +$184 +1 +0%
KFSC
1154
Keystone Financial Services (Colorado)
Colorado
$489K – – –
WJA
1155
Willis Johnson & Associates
Texas
$488K +$20.2K +110 +4%
GWM
1156
Geneos Wealth Management
Colorado
$485K -$3.85K -21 -0.8%
FWP
1157
FAS Wealth Partners
Kansas
$483K +$38.9K +212 +9%
ERWM
1158
Elk River Wealth Management
Colorado
$483K – – –
KCM
1159
Kendall Capital Management
Maryland
$482K – – –
COCM
1160
Charter Oak Capital Management
New Hampshire
$479K +$31.4K +171 +7%
EWM
1161
Evergreen Wealth Management
Michigan
$478K +$478K +2,604 New
CIA
1162
Cohen Investment Advisors
New Hampshire
$478K +$3.3K +18 +0.7%
SBH
1163
Segall Bryant & Hamill
Illinois
$477K -$88.2K -481 -16%
BCI
1164
Brinker Capital Investments
Pennsylvania
$477K -$367 -2 -0.1%
SWA
1165
Sightline Wealth Advisors
Connecticut
$472K +$472K +2,573 New
RWMH
1166
Riverpoint Wealth Management Holdings
Illinois
$472K +$367 +2 +0.1%
SWA
1167
Sax Wealth Advisors
New Jersey
$469K +$184 +1 +0%
TWP
1168
Total Wealth Planning
Ohio
$469K +$1.47K +8 +0.3%
T
1169
TRUADVICE
Florida
$465K +$38.2K +195 +9%
SF
1170
SBK Financial
Virginia
$465K -$112K -610 -19%
IPW
1171
Intergy Private Wealth
Colorado
$465K -$77.6K -423 -14%
GD
1172
Grandfield & Dodd
New York
$464K -$4.59K -25 -1%
JEST
1173
JTC Employer Solutions Trustee
Jersey
$464K – – –
BWL
1174
Bogart Wealth LLC
Virginia
$464K -$7.71K -42 -2%
FC
1175
Family CFO
California
$463K – – –
45 46
47
48 49