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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 %
TCM
1276
True Capital Management
California
$340K +$340K +1,852 New
YIA
1277
YHB Investment Advisors
Connecticut
$339K +$339K +1,848 New
VCM
1278
Vision Capital Management
Oregon
$339K -$159K -866 -32%
PP
1279
Patron Partners
Texas
$339K -$3.67K -20 -1%
WMWM
1280
Whitaker-Myers Wealth Managers
Ohio
$339K +$339K +1,845 New
AWM
1281
AllSquare Wealth Management
New York
$335K +$183 +1 +0.1%
TCWM
1282
Total Clarity Wealth Management
Illinois
$335K -$6.24K -34 -2%
TIA
1283
Traphagen Investment Advisors
New Jersey
$334K +$8.26K +45 +3%
FNBOMD
1284
First National Bank of Mount Dora
Florida
$334K +$11K +60 +3%
WP
1285
WealthShield Partners
North Carolina
$333K +$79.5K +433 +31%
WW
1286
Waterfront Wealth
Kansas
$333K -$56.4K -282 -14%
MCCA
1287
Mill Creek Capital Advisors
Pennsylvania
$332K +$332K +1,809 New
LL
1288
LPWM LLC
Minnesota
$332K -$12.9K -68 -4%
BW
1289
Bison Wealth
Georgia
$331K +$28.6K +145 +9%
MIC
1290
Means Investment Company
Maine
$330K +$734 +4 +0.2%
SC
1291
Searle & Co
Connecticut
$330K – – –
OWP
1292
Obermeyer Wealth Partners
Colorado
$330K +$61.7K +336 +23%
VWM
1293
Vigilare Wealth Management
Arizona
$330K -$11K -60 -3%
MIA
1294
Milestone Investment Advisors
Wisconsin
$329K +$329K +1,794 New
VPIM
1295
Vanguard Personalized Indexing Management
California
$329K -$27K -147 -8%
LWM
1296
Lodestone Wealth Management
Washington
$329K +$329K +1,790 New
KCPG
1297
Kavar Capital Partners Group
Kansas
$326K – – –
KW
1298
KWB Wealth
California
$325K -$7.71K -42 -2%
CWM
1299
Congress Wealth Management
Massachusetts
$325K – – –
TWM
1300
Tolleson Wealth Management
Texas
$323K – – –
50 51
52
53 54