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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 %
GKWIM
1301
Gerber Kawasaki Wealth & Investment Management
California
$323K +$83K +452 +35%
QPWM
1302
Quadrant Private Wealth Management
Pennsylvania
$322K +$322K +1,752 New
IWA
1303
Inspirion Wealth Advisors
Illinois
$321K -$8.63K -47 -3%
BCM
1304
Basso Capital Management
Connecticut
$321K +$321K +1,750 New
HC
1305
HNP Capital
New York
$319K -$6.61K -36 -2%
VRM
1306
Vectors Research Management
New York
$319K -$6.6K -36 -2%
TW
1307
TrinityPoint Wealth
Connecticut
$317K +$9.18K +50 +3%
GAM
1308
GEM Asset Management
Michigan
$317K +$317K +1,725 New
JWCA
1309
J.W. Coons Advisors
Ohio
$315K +$2.75K +15 +0.9%
TA
1310
TFB Advisors
Kansas
$314K +$314K +1,710 New
LW
1311
Linscomb Wealth
Texas
$313K +$313K +1,703 New
RW
1312
RVW Wealth
California
$312K – – –
WG
1313
Welch Group
Alabama
$310K -$160K -870 -34%
FCM
1314
Fortis Capital Management
Washington
$308K -$551K -3,001 -64%
FAG
1315
Fortitude Advisory Group
Washington
$307K +$307K +1,670 New
ECG
1316
EPIQ Capital Group
California
$305K +$1.84K +10 +0.6%
VAS
1317
Vestmark Advisory Solutions
Massachusetts
$304K -$46.1K -251 -13%
PWAG
1318
Polaris Wealth Advisory Group
California
$304K +$1.74K +9 +0.6%
LWM
1319
LJI Wealth Management
Indiana
$304K +$304K +1,654 New
MWP
1320
Madison Wealth Partners
Wisconsin
$303K -$16K -87 -5%
CT
1321
Cambridge Trust
Massachusetts
$303K -$76.2K -415 -20%
HIGP
1322
Hill Investment Group Partners
Missouri
$302K – – –
CAM
1323
Carret Asset Management
New York
$302K +$8.26K +45 +3%
EARNEST Partners
1324
EARNEST Partners
Georgia
$300K +$300K +1,635 New
RRC
1325
Relaxing Retirement Coach
Massachusetts
$298K – – –
51 52
53
54 55