VB icon

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 %
AA
1351
Advisory Alpha
Michigan
$279K +$279K +1,518 New
TA
1352
TKG Advisors
Indiana
$278K +$278K +1,517 New
DDC
1353
DF Dent & Co
Maryland
$277K – – –
PTP
1354
Platform Technology Partners
New York
$276K -$40K -218 -13%
MPCL
1355
My Personal CFO LLC
Washington
$275K +$551 +3 +0.2%
BIAS
1356
Beacon Investment Advisory Services
New Jersey
$274K – – –
HIG
1357
Heritage Investment Group
Florida
$272K – – –
VFPW
1358
Vantage Financial Partners (Wisconsin)
Wisconsin
$270K -$103K -560 -28%
DAM
1359
Derbend Asset Management
Georgia
$270K +$1.47K +8 +0.5%
FCC
1360
Flower City Capital
New York
$268K -$73.1K -398 -21%
RZH
1361
Relyea Zuckerberg Hanson
Connecticut
$268K +$268K +1,461 New
HR
1362
Howe & Rusling
New York
$267K -$6.24K -34 -2%
CC
1363
Callan Capital
California
$266K +$1.65K +9 +0.6%
CNB
1364
Camden National Bank
Maine
$265K +$4.59K +25 +2%
CAM
1365
Congress Asset Management
Massachusetts
$265K – – –
PCG
1366
Prosperity Consulting Group
Maryland
$264K +$5.87K +32 +2%
JPG
1367
Jordan Park Group
California
$262K +$262K +1,427 New
RFN
1368
RDA Financial Network
Iowa
$262K -$1.24M -6,778 -83%
LCOV
1369
London Company of Virginia
Virginia
$261K +$261K +1,424 New
AA
1370
Argent Advisors
Louisiana
$261K -$7.34K -40 -3%
HIC
1371
Holderness Investments Company
North Carolina
$259K -$27.9K -152 -10%
FCM
1372
Firestone Capital Management
Florida
$259K +$259K +1,412 New
HAIM
1373
Hunter Associates Investment Management
Pennsylvania
$255K +$255K +1,425 New
CC
1374
Cannell & Co
New York
$254K -$12.5K -68 -5%
DFA
1375
DHJJ Financial Advisors
Illinois
$254K +$15.1K +82 +6%
53 54
55
56 57