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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 %
SCP
301
Shorepoint Capital Partners
Massachusetts
$6.7M +$97.9K +573 +1%
BWA
302
BlueSky Wealth Advisors
North Carolina
$6.64M +$1.15M +6,744 +21%
RPC
303
Rossmore Private Capital
Connecticut
$6.61M -$85.8K -502 -1%
ABC
304
Associated Banc-Corp
Wisconsin
$6.6M +$340K +1,987 +5%
WMG
305
WESCAP Management Group
California
$6.6M -$38.8K -227 -0.6%
AFS
306
Axiom Financial Strategies
Indiana
$6.58M -$1.38M -8,068 -17%
CA
307
CSM Advisors
Pennsylvania
$6.54M +$1.02M +5,989 +19%
AA
308
Atmos Advisory
Pennsylvania
$6.53M +$84.4K +494 +1%
CFP
309
Curran Financial Partners
South Carolina
$6.52M +$574K +3,357 +10%
BWM
310
Benchmark Wealth Management
Connecticut
$6.49M +$208K +1,218 +3%
BCA
311
Bray Capital Advisors
Florida
$6.46M +$3.93K +23 +0.1%
BP
312
Ballentine Partners
Massachusetts
$6.45M – – –
CANC
313
Culbertson A N & Co
Virginia
$6.43M +$433K +2,531 +7%
HFG
314
Heron Financial Group
New York
$6.43M +$609K +3,563 +10%
VVP
315
Venture Visionary Partners
Ohio
$6.4M +$158K +923 +3%
GA
316
Greytown Advisors
Florida
$6.38M +$137K +802 +2%
KA
317
Kearns & Associates
California
$6.34M +$138K +806 +2%
FPAS
318
Focus Partners Advisor Solutions
Missouri
$6.34M +$714K +4,176 +13%
CG
319
Caprock Group
Idaho
$6.32M +$21K +123 +0.3%
QIM
320
Quest Investment Management
Oregon
$6.28M -$1.71K -10 -0%
SIA
321
Strategic Investment Advisors
Michigan
$6.25M +$134K +782 +2%
KCM
322
Kathmere Capital Management
Pennsylvania
$6.24M -$472K -2,764 -7%
DY
323
Dowling & Yahnke
California
$6.24M -$108K -634 -2%
AAS
324
Ameritas Advisory Services
Nebraska
$6.23M -$305K -1,784 -5%
AF
325
Allworth Financial
California
$6.19M +$766K +4,479 +14%
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