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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 %
MWM
251
Marietta Wealth Management
Georgia
$8.1M +$328K +1,862 +4%
TLFA
252
True Link Financial Advisors
California
$8.08M +$3.41M +19,374 +73%
TWP
253
Tower Wealth Partners
Pennsylvania
$8.07M +$237K +1,344 +3%
PWM
254
Praetorian Wealth Management
California
$8M +$171K +971 +2%
CCM
255
Carlson Capital Management
Minnesota
$7.95M -$2.85M -16,174 -26%
RWA
256
Roberts Wealth Advisors
California
$7.91M +$129K +713 +2%
AWA
257
Arkadios Wealth Advisors
Georgia
$7.87M -$139K -788 -2%
CW
258
Cabot-Wellington
Massachusetts
$7.87M -$4.28M -24,310 -35%
TA
259
TruWealth Advisors
Louisiana
$7.85M +$7.85M +44,551 New
SLT
260
St Louis Trust
Missouri
$7.72M +$264K +1,501 +4%
TCM
261
Twele Capital Management
Minnesota
$7.7M +$115K +653 +2%
ANTB
262
AMG National Trust Bank
Colorado
$7.68M +$3.79M +21,214 +98%
KPWS
263
Kestra Private Wealth Services
Texas
$7.66M +$1.86M +10,572 +32%
TCM
264
TD Capital Management
Tennessee
$7.66M -$49.1K -279 -0.6%
PCMC
265
Private Capital Management (Colorado)
Colorado
$7.64M – – –
G
266
GenTrust
Florida
$7.62M +$941K +5,343 +14%
AMG
267
Asset Management Group
Connecticut
$7.61M -$170K -968 -2%
APC
268
Asset Planning Corporation
Tennessee
$7.61M +$392K +2,227 +5%
GWM
269
GDS Wealth Management
Texas
$7.6M +$957K +5,436 +14%
GWM
270
GoalFusion Wealth Management
Texas
$7.58M +$435K +2,472 +6%
CST
271
Charles Schwab Trust
Nevada
$7.51M -$122K -694 -2%
BFS
272
Bradley Foster & Sargent
Connecticut
$7.5M -$27.7K -157 -0.4%
AFS
273
Annapolis Financial Services
Maryland
$7.5M +$8.98K +51 +0.1%
MPW
274
Monterey Private Wealth
California
$7.4M -$782K -4,438 -10%
HNW
275
High Note Wealth
Minnesota
$7.37M +$56.9K +323 +0.8%
9 10
11
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