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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 %
AIS
376
American Investment Services
Massachusetts
$4.93M +$32.6K +191 +0.7%
JWCA
377
J.W. Cole Advisors
Florida
$4.93M +$158K +922 +3%
TCWA
378
Ten Capital Wealth Advisors
Washington
$4.9M +$209K +1,223 +4%
FNFDCM
379
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.89M +$7.69K +45 +0.2%
JBA
380
Johnson Bixby & Associates
Washington
$4.84M -$686K -4,015 -12%
FPB
381
First PREMIER Bank
South Dakota
$4.79M -$55.5K -325 -1%
PCA
382
Peddock Capital Advisors
Massachusetts
$4.76M +$73.3K +429 +2%
CAG
383
Crestwood Advisors Group
Massachusetts
$4.76M +$8.55K +50 +0.2%
AWM
384
Angeles Wealth Management
California
$4.73M +$439K +2,567 +10%
BHWM
385
Bay Harbor Wealth Management
Maryland
$4.72M +$855 +5 +0%
First Manhattan
386
First Manhattan
New York
$4.71M +$188K +1,098 +4%
EWA
387
EverSource Wealth Advisors
Alabama
$4.67M +$1.11M +6,500 +31%
RJT
388
Raymond James Trust
Florida
$4.65M -$200K -1,171 -4%
CTA
389
Chesley Taft & Associates
Illinois
$4.54M +$24.8K +145 +0.5%
RCA
390
Riverview Capital Advisers
Massachusetts
$4.53M +$104K +607 +2%
SCA
391
Snowden Capital Advisors
New York
$4.52M +$408K +2,385 +10%
FMC
392
First Merchants Corp
Indiana
$4.48M -$34.4K -201 -0.8%
EA
393
Evolution Advisers
Virginia
$4.46M +$54.7K +320 +1%
MWM
394
MinichMacGregor Wealth Management
New York
$4.46M +$305K +1,783 +7%
RCAG
395
Rehmann Capital Advisory Group
Michigan
$4.44M +$27.2K +159 +0.6%
HIM
396
Hanlon Investment Management
New Jersey
$4.42M +$365K +2,133 +9%
HI
397
Harbour Investments
Wisconsin
$4.42M – – –
WCM
398
Washburn Capital Management
Florida
$4.42M -$318K -1,859 -7%
ECM
399
Evergreen Capital Management
Washington
$4.42M -$198K -1,158 -4%
LFP
400
Leeward Financial Partners
Washington
$4.4M +$7.01K +41 +0.2%
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