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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 %
CRC
1226
Curi RMB Capital
Illinois
$391K +$391K +2,131 New
AT
1227
Arden Trust
Delaware
$391K – – –
CIP
1228
Champlain Investment Partners
Vermont
$391K +$391K +2,130 New
SFS
1229
Stiles Financial Services
Minnesota
$390K +$390K +1,295 New
WDG
1230
Wealth Dimensions Group
Ohio
$387K -$55.3K -301 -12%
HWA
1231
HHM Wealth Advisors
Tennessee
$387K +$381K +2,074 +5,926%
PC
1232
Pecaut & Co
Iowa
$387K +$71K +387 +23%
PWW
1233
Pettyjohn Wood & White
Virginia
$385K +$34.3K +187 +10%
CAM
1234
Crestone Asset Management
Colorado
$383K +$120K +654 +46%
MW
1235
MBL Wealth
North Carolina
$383K +$34K +185 +10%
MTIC
1236
Missouri Trust & Investment Company
Missouri
$382K +$4.59K +25 +1%
BWA
1237
Bordeaux Wealth Advisors
California
$379K +$19.1K +104 +5%
PB
1238
Pinnacle Bancorp
Nebraska
$375K -$3.3K -18 -0.9%
MWM
1239
MorganRosel Wealth Management
Colorado
$374K +$53.4K +291 +17%
WFS
1240
Weitzel Financial Services
Iowa
$373K -$918 -5 -0.2%
KFS
1241
Kelly Financial Services
Massachusetts
$372K +$18.4K +100 +5%
MAM
1242
Meeder Asset Management
Ohio
$371K -$1.01M -5,488 -73%
GAM
1243
Griffin Asset Management
New York
$371K +$9.73K +53 +3%
ST
1244
Spinnaker Trust
Maine
$371K -$31.5K -172 -8%
CCG
1245
Cypress Capital Group
Florida
$369K – – –
MAM
1246
McCarthy Asset Management
California
$367K +$1.65K +9 +0.5%
WIM
1247
Westside Investment Management
California
$367K +$45.1K +1,378 +14%
CWS
1248
Confluence Wealth Services
Pennsylvania
$366K -$36K -196 -9%
NPF
1249
Norris Perne & French
Michigan
$365K – – –
UL
1250
Unionview LLC
Washington
$364K +$7.89K +43 +2%
48 49
50
51 52