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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 %
AWM
276
Aries Wealth Management
Maine
$7.34M +$7.89K +42 +0.1%
MC
277
McMorgan & Co
California
$7.34M +$1.91M +11,155 +35%
SCA
278
Sandy Cove Advisors
Massachusetts
$7.34M +$622K +3,642 +9%
FNC
279
First National Corp
Massachusetts
$7.33M +$271K +1,585 +4%
BFEC
280
Benjamin F. Edwards & Company
Missouri
$7.3M +$396K +2,317 +6%
EWA
281
Evolution Wealth Advisors
Florida
$7.27M -$2.01M -11,779 -22%
NAMP
282
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$7.25M +$370K +2,163 +5%
FSC
283
Full Sail Capital
Oklahoma
$7.12M +$978K +5,719 +16%
JIC
284
Johnson Investment Counsel
Ohio
$7.09M +$530K +3,102 +8%
BAM
285
Baldrige Asset Management
Pennsylvania
$7.04M +$53.5K +313 +0.8%
CCM
286
Carlson Capital Management
Minnesota
$7.01M -$698K -4,086 -9%
Lazard Asset Management
287
Lazard Asset Management
New York
$6.96M -$73.5K -430 -1%
CCM
288
Condor Capital Management
New Jersey
$6.94M +$202K +1,181 +3%
WFPG
289
Waller Financial Planning Group
Ohio
$6.94M +$332K +1,940 +5%
CFGF
290
Compass Financial Group (Florida)
Florida
$6.94M -$76.9K -450 -1%
JAFL
291
Jay A. Fishman Ltd
Michigan
$6.93M -$19.1K -112 -0.3%
VBWMG
292
Von Berge Wealth Management Group
California
$6.91M +$98.3K +563 +1%
BMD
293
Better Money Decisions
New Mexico
$6.91M +$345K +2,020 +5%
PA
294
Parkside Advisors
California
$6.9M +$124K +727 +2%
WAP
295
Wealthcare Advisory Partners
Pennsylvania
$6.87M +$5.24M +30,669 +322%
AGA
296
Arkos Global Advisors
Texas
$6.86M -$135K -791 -2%
MPW
297
Monterey Private Wealth
California
$6.82M -$407K -2,367 -6%
CWA
298
Clarity Wealth Advisors
California
$6.76M +$132K +770 +2%
MCM
299
MAI Capital Management
Ohio
$6.76M -$77.9K -456 -1%
FDCDDQ
300
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.75M +$152K +887 +2%
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