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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 %
CWA
301
Clarity Wealth Advisors
California
$6.83M +$117K +665 +2%
WFPG
302
Waller Financial Planning Group
Ohio
$6.81M +$345K +1,957 +5%
FDCDDQ
303
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.8M +$302K +1,717 +5%
SCP
304
Shorepoint Capital Partners
Massachusetts
$6.8M +$641K +3,638 +10%
JIC
305
Johnson Investment Counsel
Ohio
$6.76M -$2.72M -15,454 -29%
BMD
306
Better Money Decisions
New Mexico
$6.76M +$505K +2,868 +8%
AAS
307
Ameritas Advisory Services
Nebraska
$6.73M -$492K -2,795 -7%
APG
308
Abacus Planning Group
South Carolina
$6.73M -$933K -5,296 -12%
BCA
309
Bray Capital Advisors
Florida
$6.66M +$24.3K +138 +0.4%
BP
310
Ballentine Partners
Massachusetts
$6.65M – – –
AA
311
Atmos Advisory
Pennsylvania
$6.64M +$202K +1,145 +3%
Nomura Asset Management
312
Nomura Asset Management
Japan
$6.58M +$598K +200 +10%
William Blair & Company
313
William Blair & Company
Illinois
$6.55M +$177K +1,005 +3%
Brown Advisory
314
Brown Advisory
Maryland
$6.55M +$42.4K +241 +0.7%
PCA
315
Personal Capital Advisors
California
$6.54M +$586K +3,326 +10%
DY
316
Dowling & Yahnke
California
$6.54M -$263K -1,492 -4%
W
317
WealthOne
New York
$6.52M -$93K -528 -1%
CG
318
Caprock Group
Idaho
$6.49M -$665K -3,777 -9%
QIM
319
Quest Investment Management
Oregon
$6.47M +$3.04M +17,289 +89%
MCM
320
Manchester Capital Management
Vermont
$6.47M -$113K -640 -2%
BWM
321
Benchmark Wealth Management
Connecticut
$6.47M +$205K +1,163 +3%
LNC
322
Lincoln National Corp
Pennsylvania
$6.45M -$46.7K -265 -0.7%
ABC
323
Associated Banc-Corp
Wisconsin
$6.45M +$528K +2,997 +9%
VVP
324
Venture Visionary Partners
Ohio
$6.44M +$207K +1,176 +3%
GA
325
Greytown Advisors
Florida
$6.43M +$47K +267 +0.7%
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