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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 %
KA
326
Kearns & Associates
California
$6.4M -$549K -3,118 -8%
FSC
327
Full Sail Capital
Oklahoma
$6.33M -$4M -22,687 -39%
SIA
328
Strategic Investment Advisors
Michigan
$6.3M +$962K +5,463 +18%
FFA
329
Fi3 Financial Advisors
Indiana
$6.27M +$899K +5,060 +17%
BDF
330
Black Diamond Financial
Maryland
$6.22M +$119K +677 +2%
SC
331
Steph & Co
Wisconsin
$6.19M +$1.71M +9,712 +38%
CANC
332
Culbertson A N & Co
Virginia
$6.18M +$79.4K +451 +1%
APIM
333
Agate Pass Investment Management
Washington
$6.17M -$17.3K -98 -0.3%
SBL
334
Sargent Bickham Lagudis
Colorado
$6.16M +$161K +916 +3%
CCM
335
Chilton Capital Management
Texas
$6.14M -$213K -1,208 -3%
OBWG
336
Onyx Bridge Wealth Group
New York
$6.13M -$1.77M -9,473 -22%
CFP
337
Curran Financial Partners
South Carolina
$6.13M +$902K +5,119 +17%
DA
338
Drake & Associates
Wisconsin
$6.07M +$6.07M +34,470 New
GWM
339
Gray Wealth Management
Maine
$6.07M +$34K +193 +0.6%
EWM
340
Echo Wealth Management
Minnesota
$6.06M +$631K +3,464 +12%
HFG
341
Heron Financial Group
New York
$5.99M +$222K +1,259 +4%
RPG
342
Resource Planning Group
Georgia
$5.96M -$136K -778 -2%
OFS
343
Oldfather Financial Services
Nebraska
$5.92M +$4.36K +23 +0.1%
FTUS
344
Flow Traders U.S.
New York
$5.91M +$5.91M +33,577 New
OC
345
Oppenheimer & Co
New York
$5.85M -$193K -1,096 -3%
Nuveen Asset Management
346
Nuveen Asset Management
Illinois
$5.81M -$793K -4,500 -12%
FPAS
347
Focus Partners Advisor Solutions
Missouri
$5.81M +$1.34M +7,597 +30%
BDFN
348
Bond & Devick Financial Network
Minnesota
$5.72M +$158K +899 +3%
JBA
349
Johnson Bixby & Associates
Washington
$5.69M +$82.8K +470 +1%
CA
350
CSM Advisors
Pennsylvania
$5.69M +$500K +2,840 +10%
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