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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
1
Gibson Wealth Advisors
Texas
$143M
2
AAS
2
Annex Advisory Services
Wisconsin
$200M
3
US Bancorp
3
US Bancorp
Minnesota
$86.9M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$141M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$60.2M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.37B
2
Bank of America
2
Bank of America
North Carolina
$3.33B
3
AWA
3
Arete Wealth Advisors
Illinois
$941M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$148M
5
Ameriprise
5
Ameriprise
Minnesota
$428M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
1651
Faithward Advisors
Pennsylvania
$1.1K +$367 +2 +50%
HH
1652
HWG Holdings
Texas
$1K +$1K +5 New
CMA
1653
Cedar Mountain Advisors
Oregon
$918 – – –
RFS
1654
Retirement Financial Solutions
Tennessee
$918 +$918 +5 New
BWP
1655
Baldwin Wealth Partners
Massachusetts
$734 – – –
CMP
1656
Coston McIsaac & Partners
Maine
$129 +$88 +479 +213%
MA
1657
MUFG Americas
New York
– -$68.9M -402,970 Closed
SA
1658
Shilanski & Associates
Alaska
– -$10.1M -59,226 Closed
HFG
1659
Heron Financial Group
New York
– -$6.43M -37,593 Closed
HPWM
1660
Highland Private Wealth Management
Washington
– -$3.53M -20,668 Closed
Millennium Management
1661
Millennium Management
New York
– -$1.74M -10,161 Closed
YIH
1662
Y-Intercept (HK)
Hong Kong
– -$1.2M -7,047 Closed
CWM
1663
Cabot Wealth Management
Massachusetts
– -$1.03M -6,050 Closed
OWA
1664
Outlook Wealth Advisors
Texas
– -$1.01M -5,897 Closed
AAM
1665
Aureus Asset Management
Massachusetts
– -$769K -4,500 Closed
CCMD
1666
Cypress Capital Management (Delaware)
Delaware
– -$694K -4,060 Closed
BFA
1667
Beacon Financial Advisory
Ohio
– -$681K -3,987 Closed
HWM
1668
Hohimer Wealth Management
Washington
– -$678K -3,969 Closed
Citadel Advisors
1669
Citadel Advisors
Florida
– -$566K -3,310 Closed
AGP
1670
Autumn Glory Partners
Texas
– -$518K -3,028 Closed
UCB
1671
United Community Bank
South Carolina
– -$451K -2,638 Closed
RGF
1672
Retirement Guys Formula
Ohio
– -$409K -2,395 Closed
AP
1673
Americana Partners
Texas
– -$386K -2,263 Closed
MRWM
1674
ML&R Wealth Management
Texas
– -$374K -2,189 Closed
TNA
1675
True North Advisors
Texas
– -$342K -2,003 Closed
65 66
67
68 69