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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 %
AIS
376
American Investment Services
Massachusetts
$5.05M +$281K +1,594 +6%
MWM
377
MY Wealth Management
Maryland
$5.04M -$4.58K -26 -0.1%
JE
378
JMAC Enterprises
Pennsylvania
$5.04M +$781K +4,437 +18%
FNFDCM
379
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.03M +$74K +420 +1%
PP
380
PDS Planning
Ohio
$5M +$357K +2,028 +8%
RJT
381
Raymond James Trust
Florida
$4.99M +$250K +1,419 +5%
FPB
382
First PREMIER Bank
South Dakota
$4.99M -$40.5K -230 -0.8%
BRWA
383
B. Riley Wealth Advisors
Florida
$4.92M -$15.5K -88 -0.3%
JWCA
384
J.W. Cole Advisors
Florida
$4.91M +$112K +637 +2%
FCH
385
Freestone Capital Holdings
Washington
$4.91M -$84.5K -480 -2%
CAG
386
Crestwood Advisors Group
Massachusetts
$4.89M -$82.2K -467 -2%
WCM
387
Washburn Capital Management
Florida
$4.88M -$1.14M -6,480 -19%
BHWM
388
Bay Harbor Wealth Management
Maryland
$4.87M -$241K -1,368 -5%
TCWA
389
Ten Capital Wealth Advisors
Washington
$4.84M -$705K -4,004 -13%
PCA
390
Peddock Capital Advisors
Massachusetts
$4.83M +$1.06K +6 +0%
ECM
391
Evergreen Capital Management
Washington
$4.76M -$903K -5,127 -16%
RIM
392
Reynolds Investment Management
South Carolina
$4.75M -$65.7K -373 -1%
First Manhattan
393
First Manhattan
New York
$4.66M +$200K +1,134 +4%
FMC
394
First Merchants Corp
Indiana
$4.66M +$5.28K +30 +0.1%
CTA
395
Chesley Taft & Associates
Illinois
$4.65M -$114K -650 -2%
SB
396
Simmons Bank
Arkansas
$4.63M -$407K -2,311 -8%
MWM
397
Madison Wealth Management
Ohio
$4.62M +$383K +2,174 +9%
EA
398
Evolution Advisers
Virginia
$4.6M -$257K -1,437 -5%
RCA
399
Riverview Capital Advisers
Massachusetts
$4.56M +$41.4K +235 +0.9%
RCAG
400
Rehmann Capital Advisory Group
Michigan
$4.55M -$4.58K -26 -0.1%
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