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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 %
LWCFA
1426
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$221K – – –
GFS
1427
GYL Financial Synergies
Connecticut
$221K +$221K +1,202 New
PCTC
1428
Perkins Coie Trust Company
Washington
$220K -$32.7K -178 -13%
HH
1429
Hilltop Holdings
Texas
$220K +$220K +1,200 New
APP
1430
Avantax Planning Partners
Iowa
$219K -$4.77K -26 -2%
MNBTD
1431
Moody National Bank Trust Division
Texas
$218K +$218K +1,186 New
PCMK
1432
Paragon Capital Management (Kansas)
Kansas
$218K +$1.29K +7 +0.6%
IFWM
1433
Institute for Wealth Management
Colorado
$218K -$8.45K -46 -4%
SM
1434
Sensible Money
Arizona
$217K +$217K +1,183 New
BWP
1435
Balboa Wealth Partners
Arizona
$217K -$40.7K -222 -16%
SPA
1436
Sentinel Pension Advisors
Massachusetts
$215K +$215K +1,174 New
ZIC
1437
ZWJ Investment Counsel
Georgia
$215K – – –
AMIM
1438
Aull & Monroe Investment Management
Alabama
$214K – – –
CMP
1439
Courage Miller Partners
Virginia
$213K +$213K +1,163 New
GIA
1440
GHP Investment Advisors
Colorado
$213K – – –
OPCM
1441
Osborne Partners Capital Management
California
$213K +$213K +1,161 New
IIC
1442
Ironwood Investment Counsel
Arizona
$213K +$213K +1,159 New
DE
1443
Day & Ennis
Georgia
$212K +$212K +1,157 New
IWP
1444
IAG Wealth Partners
Wisconsin
$212K -$6.79K -37 -3%
JWM
1445
JGP Wealth Management
Oregon
$212K +$212K +1,155 New
BMWM
1446
Brown Miller Wealth Management
Virginia
$212K +$212K +1,154 New
MCP
1447
Mirador Capital Partners
California
$211K +$211K +1,151 New
RWRC
1448
R.W. Roge & Company
New York
$211K +$211K +1,151 New
CD
1449
Chapin Davis
Maryland
$210K +$210K +1,145 New
OC
1450
Oarsman Capital
Wisconsin
$209K -$18.4K -100 -8%
56 57
58
59 60