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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 %
Brown Advisory
251
Brown Advisory
Maryland
$8.25M +$1.89M +11,033 +30%
RWA
252
Roberts Wealth Advisors
California
$8.09M +$220K +1,216 +3%
GWM
253
GDS Wealth Management
Texas
$8.06M +$685K +4,006 +9%
SPP
254
Single Point Partners
Massachusetts
$8.04M -$290K -1,694 -3%
HWM
255
Horizons Wealth Management
North Carolina
$8M -$26.1K -153 -0.3%
PPWP
256
Proquility Private Wealth Partners
Nevada
$7.99M -$98.6K -577 -1%
BFS
257
Bradley Foster & Sargent
Connecticut
$7.97M +$690K +4,035 +9%
FAM
258
Frontier Asset Management
Wyoming
$7.97M +$1.3M +7,611 +20%
PWM
259
Praetorian Wealth Management
California
$7.89M +$128K +749 +2%
TA
260
TruWealth Advisors
Louisiana
$7.87M +$259K +1,514 +3%
SPC
261
Sigma Planning Corp
Michigan
$7.87M -$332K -1,941 -4%
MNG
262
Manning & Napier Group
New York
$7.79M -$8.26M – –
TCM
263
Twele Capital Management
Minnesota
$7.74M +$269K +1,576 +4%
WFA
264
Wells Financial Advisors
Massachusetts
$7.74M -$388K -2,270 -5%
HNW
265
High Note Wealth
Minnesota
$7.7M -$22.1K -120 -0.3%
GWM
266
GoalFusion Wealth Management
Texas
$7.58M +$223K +1,303 +3%
APC
267
Asset Planning Corporation
Tennessee
$7.53M +$147K +858 +2%
G
268
GenTrust
Florida
$7.51M +$118K +689 +2%
SCA
269
STALEY CAPITAL ADVISERS
Pennsylvania
$7.47M +$809K +4,736 +12%
JWM
270
JFG Wealth Management
Colorado
$7.44M -$4.63M -27,092 -38%
H
271
HoyleCohen
California
$7.43M +$2.53M +14,785 +52%
TCM
272
TD Capital Management
Tennessee
$7.42M -$7.35K -43 -0.1%
CFS
273
CRA Financial Services
New Jersey
$7.41M +$265K +1,550 +4%
AMG
274
Asset Management Group
Connecticut
$7.39M +$855 +5 +0%
AFS
275
Annapolis Financial Services
Maryland
$7.35M +$75K +439 +1%
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