Vanguard Small-Cap ETF
1,657 hedge funds and large institutions have $24.3B invested in Vanguard Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 692 increasing their positions, 567 reducing their positions, and 54 closing their positions.
531% more call options, than puts
Call options by funds: $20M | Put options by funds: $3.17M
294% more first-time investments, than exits
New positions opened: 213 | Existing positions closed: 54
22% more repeat investments, than reductions
Existing positions increased: 692 | Existing positions reduced: 567
14% more capital invested
Capital invested by funds: $21.2B → $24.3B (+$3.02B)
8% more funds holding
Funds holding: 1,531 → 1,657 (+126)
3% more funds holding in top 10
Funds holding in top 10: 173 → 179 (+6)
0.75% more ownership
Funds ownership: 56.89% → 57.65% (+0.75%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWA
Gibson Wealth Advisors
Tyler,
Texas
|
+$141M |
| 2 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$69.6M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$65.9M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$48.2M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
+$44.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$375M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$128M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$65.9M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$34.6M |
| 5 |
State Street
Boston,
Massachusetts
|
-$31.3M |
VB Hedge Fund Activity: Q4 2022 in Review
1,657 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q4 2022, worth a combined $24.3B — up 14% from $21.2B a quarter earlier.
Buyers outnumbered sellers: 213 funds opened new VB positions and 54 closed out — a net gain of 159 holders — while 692 added to existing stakes and 567 trimmed.
The largest buyer was Gibson Wealth Advisors, adding an estimated $141M. The largest seller was Jones Financial Companies, cutting an estimated $375M.
- 1,657 institutional investors held Vanguard Small-Cap ETF (VB) as of Q4 2022, up from 1,531 in Q3 2022.
- Funds reported $24.3B of Vanguard Small-Cap ETF stock for Q4 2022, up 14% quarter-over-quarter.
- 213 funds opened new Vanguard Small-Cap ETF positions in Q4 2022 and 54 closed out, a net change of +159 holders.
- The largest Vanguard Small-Cap ETF buyer in Q4 2022 was Gibson Wealth Advisors, an estimated $141M added.
- The largest Vanguard Small-Cap ETF seller in Q4 2022 was Jones Financial Companies, an estimated $375M sold.
Based on aggregated 13F filings for Q4 2022.