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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 %
MIA
1201
MainStreet Investment Advisors
Illinois
$426K – – –
FANJ
1202
Financial Architects (New Jersey)
New Jersey
$425K +$62.2K +339 +17%
SIM
1203
Stratos Investment Management
Ohio
$425K +$19.5K +106 +5%
MWA
1204
Moser Wealth Advisors
Washington
$424K – – –
TDC
1205
Thompson Davis & Co
Virginia
$423K -$22.9K -125 -5%
AP
1206
Appleton Partners
Massachusetts
$423K -$7.34K -40 -2%
CAL
1207
Capital Advisors Ltd
Ohio
$423K +$14.7K +80 +4%
FWIA
1208
Fort Washington Investment Advisors
Ohio
$422K +$32.9K +179 +8%
KL
1209
KWMG LLC
Kansas
$418K -$92.1K -502 -18%
LGWM
1210
Litman Gregory Wealth Management
California
$415K +$111K +603 +36%
NF
1211
Nikulski Financial
Iowa
$415K – – –
KFP
1212
KMG Fiduciary Partners
Ohio
$411K +$411K +2,237 New
CCWM
1213
Cassaday & Co Wealth Management
Virginia
$410K +$410K +2,232 New
MA
1214
MJP Associates
Connecticut
$409K -$23.3K -127 -5%
DT
1215
Diversified Trust
Tennessee
$407K +$87.1K +474 +27%
MC
1216
Montag & Caldwell
Georgia
$404K -$370K -2,017 -48%
Nomura Asset Management
1217
Nomura Asset Management
Japan
$404K – – –
PTC
1218
Philadelphia Trust Company
Pennsylvania
$402K – – –
OL
1219
Optas LLC
Texas
$401K +$401K +2,185 New
CT
1220
Clearstead Trust
Maine
$401K +$109K +592 +37%
BFC
1221
Bedel Financial Consulting
Indiana
$397K +$13.4K +73 +3%
TVWM
1222
Tower View Wealth Management
Wisconsin
$396K +$44.2K +241 +13%
PL
1223
Plancorp LLC
Missouri
$394K -$18.7K -102 -5%
CFO
1224
Callan Family Office
Pennsylvania
$394K +$394K +2,144 New
FIB
1225
First Interstate Bank
Montana
$393K -$10.3K -56 -3%
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