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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 %
DA
326
Drake & Associates
Wisconsin
$6.18M +$291K +1,700 +5%
SC
327
Steph & Co
Wisconsin
$6.12M +$113K +661 +2%
CW
328
Cabot-Wellington
Massachusetts
$6.1M -$1.53M -8,968 -20%
GSIS
329
Global Strategic Investment Solutions
Arizona
$6.09M +$629K +3,678 +12%
NAS
330
Nicolet Advisory Services
Wisconsin
$6.08M +$1.16M +6,669 +24%
SBL
331
Sargent Bickham Lagudis
Colorado
$6.02M +$39K +228 +0.7%
APG
332
Abacus Planning Group
South Carolina
$6.01M -$525K -3,069 -8%
PCA
333
Personal Capital Advisors
California
$5.98M -$368K -2,155 -6%
SF
334
Summit Financial
New Jersey
$5.96M +$831K +4,862 +16%
GWM
335
Gray Wealth Management
Maine
$5.94M +$45.5K +266 +0.8%
RPG
336
Resource Planning Group
Georgia
$5.93M +$149K +879 +3%
William Blair & Company
337
William Blair & Company
Illinois
$5.92M -$437K -2,558 -7%
CCM
338
Chilton Capital Management
Texas
$5.91M -$43.4K -254 -0.7%
CP
339
Capital Planning
Washington
$5.91M +$450K +2,632 +8%
LNC
340
Lincoln National Corp
Pennsylvania
$5.9M -$363K -2,125 -6%
SPIA
341
Steward Partners Investment Advisory
New York
$5.86M +$466K +2,725 +9%
EPM
342
Elm Partners Management
Pennsylvania
$5.85M -$855K -5,000 -13%
BDF
343
Black Diamond Financial
Maryland
$5.78M -$258K -1,511 -4%
OC
344
Oppenheimer & Co
New York
$5.78M +$97.9K +573 +2%
APIM
345
Agate Pass Investment Management
Washington
$5.76M -$222K -1,299 -4%
ME
346
McIlrath & Eck
Washington
$5.73M +$5.42M +31,733 +1,792%
MCM
347
Manchester Capital Management
Vermont
$5.7M -$575K -3,363 -9%
HWM
348
Howard Wealth Management
Connecticut
$5.66M +$199K +1,165 +4%
BDFN
349
Bond & Devick Financial Network
Minnesota
$5.66M +$109K +638 +2%
AWM
350
Abound Wealth Management
Tennessee
$5.63M +$577K +3,379 +11%
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