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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 %
BWA
351
BlueSky Wealth Advisors
North Carolina
$5.66M -$618K -3,511 -10%
RSWM
352
Robertson Stephens Wealth Management
California
$5.66M +$3.09M +17,559 +121%
CG
353
Colony Group
Massachusetts
$5.63M -$109K -619 -2%
HWM
354
Howard Wealth Management
Connecticut
$5.63M -$197K -1,116 -3%
CP
355
Capital Planning
Washington
$5.63M -$79.8K -453 -1%
GSIS
356
Global Strategic Investment Solutions
Arizona
$5.63M -$303K -1,723 -5%
MC
357
McMorgan & Co
California
$5.6M +$13.2K +75 +0.2%
AF
358
Allworth Financial
California
$5.59M -$573K -3,255 -9%
FC
359
Forte Capital
New York
$5.56M +$1.86M +10,538 +50%
SPIA
360
Steward Partners Investment Advisory
New York
$5.56M -$1.11M -6,278 -17%
LWAC
361
Laurel Wealth Advisors (California)
California
$5.4M -$4.21M -23,895 -44%
CA
362
Cambridge Advisors
Nebraska
$5.39M +$247K +1,400 +5%
EWM
363
Evercore Wealth Management
New York
$5.36M -$40.5K -230 -0.7%
SF
364
Summit Financial
New Jersey
$5.29M +$205K +1,165 +4%
ML
365
McAdam LLC
Pennsylvania
$5.25M -$16.2K -92 -0.3%
ATPW
366
Ashton Thomas Private Wealth
Arizona
$5.24M +$173K +981 +3%
AWM
367
Abound Wealth Management
Tennessee
$5.21M +$253K +1,437 +5%
GGS
368
Galvin Gaustad & Stein
Arizona
$5.19M -$379K -2,152 -7%
ECG
369
Edge Capital Group
Georgia
$5.15M -$3.54M -20,118 -41%
NL
370
NWAM LLC
Washington
$5.15M -$64.6K -365 -1%
GHAM
371
Gilman Hill Asset Management
Connecticut
$5.14M +$651K +3,698 +15%
NAS
372
Nicolet Advisory Services
Wisconsin
$5.12M +$120K +661 +2%
ASN
373
Advisory Services Network
Georgia
$5.12M +$141K +798 +3%
SHWM
374
Smith & Howard Wealth Management
Georgia
$5.11M +$1.11M +6,297 +28%
H
375
HoyleCohen
California
$5.06M -$1.17M -6,620 -19%
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