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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 %
ML
351
McAdam LLC
Pennsylvania
$5.6M +$503K +2,945 +10%
ATPW
352
Ashton Thomas Private Wealth
Arizona
$5.56M +$475K +2,779 +9%
SHGA
353
Sand Hill Global Advisors
California
$5.55M -$3.66M -21,410 -40%
FC
354
Forte Capital
New York
$5.53M +$134K +783 +2%
PP
355
PDS Planning
Ohio
$5.53M +$682K +3,992 +14%
SHWM
356
Smith & Howard Wealth Management
Georgia
$5.49M +$527K +3,083 +11%
CA
357
Crane Advisory
California
$5.47M +$5.47M +31,366 New
W
358
WealthOne
New York
$5.47M -$858K -5,018 -14%
OFS
359
Oldfather Financial Services
Nebraska
$5.37M +$33.2K +194 +0.6%
LWAC
360
Laurel Wealth Advisors (California)
California
$5.33M +$88.7K +519 +2%
CG
361
Colony Group
Massachusetts
$5.2M -$261K -1,530 -5%
MA
362
Mutual Advisors
Nebraska
$5.18M +$1.68M +9,822 +48%
EWM
363
Evercore Wealth Management
New York
$5.16M -$43.4K -254 -0.8%
CF
364
Centaurus Financial
California
$5.14M +$1.1M +6,435 +27%
MWM
365
Madison Wealth Management
Ohio
$5.13M +$640K +3,745 +14%
LI
366
Latigo Investments
Florida
$5.11M +$1.29M +7,527 +34%
FFA
367
Fi3 Financial Advisors
Indiana
$5.11M -$919K -5,376 -15%
AA
368
Ancora Advisors
Ohio
$5.1M -$5.26M -30,785 -51%
ASN
369
Advisory Services Network
Georgia
$5.06M +$95.2K +557 +2%
CA
370
Cambridge Advisors
Nebraska
$5.04M -$191K -1,115 -4%
MWM
371
MY Wealth Management
Maryland
$5.02M +$128K +747 +3%
NL
372
NWAM LLC
Washington
$5.02M +$45.1K +264 +0.9%
GHAM
373
Gilman Hill Asset Management
Connecticut
$4.98M -$2.91K -17 -0.1%
BF
374
BOK Financial
Oklahoma
$4.97M -$2.08M -12,159 -29%
GGS
375
Galvin Gaustad & Stein
Arizona
$4.97M -$69.4K -406 -1%
13 14
15
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