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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,528 hedge funds and large institutions have $21.2B invested in Vanguard Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 699 increasing their positions, 509 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,528
Holders Change
-17
Holders Change %
-1.1%
% of All Funds
26.42%
Holding in Top 10
172
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.78%
% of All Funds
2.97%
New
77
Increased
699
Reduced
509
Closed
70
Calls
$11.3M
Puts
$3.81M
Net Calls
+$7.45M
Net Calls Change
+$2.59M

Top Buyers

1
PFO
Pathstone Family Office
New Jersey
+$66.9M
2
CTB
Country Trust Bank
Illinois
+$39.4M
3
CSIA
Charles Schwab Investment Advisory
California
+$31.1M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$27.9M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$25.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$703M
2
OWM
Orgel Wealth Management
Wisconsin
-$188M
3
CIAS
CBIZ Investment Advisory Services
Ohio
-$53.5M
4
Wells Fargo
Wells Fargo
California
-$48M
5
State Street
State Street
Massachusetts
-$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
5L
226
55I LLC
Massachusetts
$9.53M +$2.85M +16,650 +43%
GRP
227
Global Retirement Partners
California
$9.47M -$459K -2,444 -5%
GAM
228
Gemmer Asset Management
California
$9.38M +$850K +4,976 +10%
ECG
229
Edge Capital Group
Georgia
$9.37M +$4.37M +25,543 +87%
WA
230
Wealth Architects
California
$9.33M +$244K +1,426 +3%
HNB
231
Huntington National Bank
Ohio
$9.33M -$9.94M – –
CST
232
Charles Schwab Trust
Nevada
$9.26M +$1.97M +11,510 +27%
MFA
233
McClarren Financial Advisors
Pennsylvania
$9.21M +$7.7M +45,076 +513%
UFA
234
US Financial Advisors
Massachusetts
$9.19M +$515K +3,011 +6%
SW
235
SVB Wealth
Massachusetts
$9.15M +$2.32M +13,564 +34%
OBWG
236
Onyx Bridge Wealth Group
New York
$9.1M +$3.4M +19,584 +60%
RWI
237
Red Wave Investments
Pennsylvania
$8.91M -$19.7K -115 -0.2%
BC
238
Bartlett & Co
Ohio
$8.91M +$816K +4,772 +10%
BCWM
239
Bartlett & Co Wealth Management
Ohio
$8.91M +$816K +4,772 +10%
SFS
240
Solitude Financial Services
Virginia
$8.81M -$133K -778 -1%
WI
241
WBI Investments
New Jersey
$8.76M +$8.76M +51,574 New
DC
242
DeDora Capital
California
$8.72M -$11.6K -68 -0.1%
PA
243
Parallel Advisors
California
$8.72M -$3.54M -20,686 -29%
MWM
244
Marietta Wealth Management
Georgia
$8.64M +$782K +4,573 +10%
WTA
245
Washington Trust Advisors
Massachusetts
$8.59M -$137K -800 -2%
OWM
246
Orgel Wealth Management
Wisconsin
$8.5M -$188M -1,102,253 -96%
Kovitz Investment Group Partners
247
Kovitz Investment Group Partners
Illinois
$8.49M -$1.85M -10,806 -18%
MIAN
248
Mariner Independent Advisor Network
Kansas
$8.43M +$338K +1,976 +4%
GT
249
Glenview Trust
Kentucky
$8.42M +$411K +2,403 +5%
AWA
250
Arkadios Wealth Advisors
Georgia
$8.32M +$679K +3,975 +9%
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