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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,545 hedge funds and large institutions have $22.6B invested in Vanguard Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 691 increasing their positions, 550 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,545
Holders Change
-48
Holders Change %
-3.01%
% of All Funds
26.12%
Holding in Top 10
169
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.6%
% of All Funds
2.86%
New
80
Increased
691
Reduced
550
Closed
108
Calls
$9.81M
Puts
$4.95M
Net Calls
+$4.86M
Net Calls Change
+$2.77M

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
+$203M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$105M
3
CIAS
CBIZ Investment Advisory Services
Ohio
+$53.5M
4
AAS
Annex Advisory Services
Wisconsin
+$41.6M
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$41.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$711M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$267M
3
Citadel Advisors
Citadel Advisors
Florida
-$202M
4
CSIA
Charles Schwab Investment Advisory
California
-$141M
5
AWA
Aaron Wealth Advisors
Illinois
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
226
Woodmont Investment Counsel
Tennessee
$9.43M +$1.07M +6,101 +13%
WA
227
Wealth Architects
California
$9.37M +$242K +1,375 +3%
GRP
228
Global Retirement Partners
California
$9.31M -$211K -1,196 -2%
SFS
229
Solitude Financial Services
Virginia
$9.22M +$3.49M +19,788 +61%
IHWM
230
Iron Horse Wealth Management
Iowa
$9.21M +$1.08M +6,141 +13%
RWI
231
Red Wave Investments
Pennsylvania
$9.2M -$63K -358 -0.7%
DC
232
DeDora Capital
California
$9M +$343K +1,946 +4%
WTA
233
Washington Trust Advisors
Massachusetts
$8.99M +$660K +3,748 +8%
UFA
234
US Financial Advisors
Massachusetts
$8.94M +$188K +1,070 +2%
GAM
235
Gemmer Asset Management
California
$8.79M -$1.4M -7,927 -14%
MIAN
236
Mariner Independent Advisor Network
Kansas
$8.59M +$740K +4,077 +9%
SPP
237
Single Point Partners
Massachusetts
$8.58M +$872K +4,950 +11%
SPC
238
Sigma Planning Corp
Michigan
$8.45M +$670K +3,804 +9%
ARC
239
Advisor Resource Council
Texas
$8.44M +$8.44M +47,897 New
WFA
240
Wells Financial Advisors
Massachusetts
$8.37M -$3.45M -19,582 -29%
BCWM
241
Bartlett & Co Wealth Management
Ohio
$8.34M +$1.01M +5,752 +14%
BC
242
Bartlett & Co
Ohio
$8.34M +$1.01M +5,752 +14%
PPWP
243
Proquility Private Wealth Partners
Nevada
$8.34M -$276K -1,566 -3%
MNG
244
Manning & Napier Group
New York
$8.26M -$8.63M – –
GT
245
Glenview Trust
Kentucky
$8.25M +$188K +1,070 +2%
Financial Engines Advisors
246
Financial Engines Advisors
California
$8.22M +$1.05M +5,977 +15%
NIM
247
Northeast Investment Management
Massachusetts
$8.21M +$2M +11,383 +32%
MWC
248
MBM Wealth Consultants
Missouri
$8.2M +$157K +891 +2%
AFS
249
Axiom Financial Strategies
Indiana
$8.2M +$177K +1,006 +2%
AWA
250
Arete Wealth Advisors
Illinois
$8.13M +$445K +2,527 +6%
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