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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 %
GCM
1401
Gallacher Capital Management
Colorado
$237K +$237K +1,292 New
GEA
1402
Glen Eagle Advisors
New Jersey
$237K +$3.86K +21 +2%
BWM
1403
BCGM Wealth Management
Indiana
$236K +$184 +1 +0.1%
VNB
1404
Virginia National Bank
Virginia
$236K -$98.6K -537 -29%
GWM
1405
GSB Wealth Management
Connecticut
$235K -$9.18K -50 -4%
CA
1406
Cornerstone Advisory
Maryland
$234K – – –
CAM
1407
Covenant Asset Management
New Jersey
$234K – – –
NAM
1408
NTV Asset Management
West Virginia
$234K – – –
BB
1409
Busey Bank
Illinois
$232K -$23.7K -129 -9%
ZIM
1410
Zacks Investment Management
Illinois
$231K -$59.3K -323 -20%
MFA
1411
Millington Financial Advisors
Illinois
$231K +$231K +1,258 New
LRPA
1412
L. Roy Papp & Associates
Arizona
$230K – – –
PFG
1413
Pacific Financial Group
Washington
$230K +$230K +1,251 New
DA
1414
Drake & Associates
Wisconsin
$230K -$6.41M -34,920 -97%
BMO
1415
Beck Mack & Oliver
New York
$229K -$9.91K -54 -4%
PEA
1416
Park Edge Advisors
Ohio
$229K +$229K +1,245 New
RIA
1417
Realta Investment Advisors
Delaware
$228K +$30.6K +167 +16%
CPFP
1418
Clear Perspectives Financial Planning
Ohio
$227K -$551 -3 -0.2%
PWM
1419
PBMares Wealth Management
Virginia
$226K -$6.42K -35 -3%
B
1420
Bensler
Washington
$225K +$225K +1,227 New
FCA
1421
FinTrust Capital Advisors
South Carolina
$225K -$23.9K -130 -10%
SIG
1422
Sargent Investment Group
Maryland
$225K +$225K +1,225 New
IAG
1423
Investmark Advisory Group
Connecticut
$224K – – –
LOPW
1424
Live Oak Private Wealth
North Carolina
$223K – – –
BCMLT
1425
Beacon Capital Management LLC (Tennessee)
Tennessee
$221K +$6.43K +35 +3%
55 56
57
58 59