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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.

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
Corient Private Wealth
4
Corient Private Wealth
Florida
$59.1M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$141M

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
MA
4
MUFG Americas
New York
$0
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$148M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.33B 18,141,919 -688,758 -4%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.37B 7,452,902 -2,021,868 -21%
Morgan Stanley
3
Morgan Stanley
New York
$1.17B 6,371,865 -98,486 -2%
AWA
4
Arete Wealth Advisors
Illinois
$941M 5,129 -437 -8%
Wells Fargo
5
Wells Fargo
California
$782M 4,260,261 +107,837 +3%
UBS Group
6
UBS Group
Switzerland
$655M 3,570,153 +214,916 +6%
LPL Financial
7
LPL Financial
California
$628M 3,420,466 +36,981 +1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$579M 3,153,342 -104,208 -3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$533M 2,906,437 +204,638 +8%
Ameriprise
10
Ameriprise
Minnesota
$428M 2,331,328 -186,488 -7%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$366M 1,995,786 +63,551 +3%
Goldman Sachs
12
Goldman Sachs
New York
$356M 1,940,566 +29,545 +2%
Creative Planning
13
Creative Planning
Kansas
$350M 1,904,568 +7,998 +0.4%
CSIA
14
Charles Schwab Investment Advisory
California
$320M 1,744,628 -49,308 -3%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$280M 1,527,372 +1,553 +0.1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$273M 1,488,539 -72,917 -5%
Wealthfront Advisers
17
Wealthfront Advisers
California
$263M 1,433,289 +177,100 +14%
AAS
18
Annex Advisory Services
Wisconsin
$200M 1,088,056 +375,672 +53%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$185M 1,009,483 +70,880 +8%
GT
20
Glenmede Trust
Pennsylvania
$178M 969,107 -720 -0.1%
Osaic Holdings
21
Osaic Holdings
Arizona
$172M 935,123 +19,218 +2%
Stifel Financial
22
Stifel Financial
Missouri
$168M 916,789 +7,134 +0.8%
Mariner
23
Mariner
Kansas
$167M 910,664 +99,571 +12%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$158M 858,336 +28,782 +3%
TF
25
TIAA FSB
Florida
$152M 828,519 -5,153 -0.6%
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