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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 %
LFP
401
Leeward Financial Partners
Washington
$4.53M -$71K -403 -2%
5SA
402
5th Street Advisors
Connecticut
$4.51M +$418K +2,375 +10%
PPP
403
Private Portfolio Partners
New Jersey
$4.47M -$11.4K -65 -0.3%
AWM
404
Angeles Wealth Management
California
$4.42M +$1.03M +5,843 +30%
HI
405
Harbour Investments
Wisconsin
$4.42M +$4.42M +25,094 New
CS
406
Comerica Securities
Michigan
$4.42M -$1.37M -7,783 -24%
MSFS
407
Main Street Financial Solutions
Pennsylvania
$4.41M -$66.9K -380 -1%
WCA
408
Waypoint Capital Advisors
Minnesota
$4.4M +$129K +733 +3%
EFSCE
409
Enterprise Financial Services Corp (EFSC)
Missouri
$4.36M -$238K -1,350 -5%
CAM
410
Cozad Asset Management
Illinois
$4.33M +$42.1K +239 +1%
MFS
411
McNamara Financial Services
Massachusetts
$4.3M -$366K -2,079 -8%
MWM
412
MinichMacGregor Wealth Management
New York
$4.28M +$4.28M +24,288 New
SCA
413
Snowden Capital Advisors
New York
$4.24M -$50.2K -285 -1%
BC
414
Burleson & Co
California
$4.19M +$970K +5,508 +30%
CWS
415
Cypress Wealth Services
California
$4.18M -$139K -787 -3%
HIM
416
Hanlon Investment Management
New Jersey
$4.18M -$451K -2,559 -10%
AO
417
Advisor OS
Illinois
$4.17M +$94.9K +539 +2%
CF
418
Centaurus Financial
California
$4.17M +$537K +3,051 +15%
MG
419
Mather Group
Illinois
$4.16M +$3.08M +17,494 +287%
DL
420
DOHJ LLC
Washington
$4.14M +$3.29M +18,665 +384%
AFP
421
Ausdal Financial Partners
Iowa
$4.14M -$585K -3,320 -12%
IFA
422
Index Fund Advisors
California
$4.06M -$86.6K -492 -2%
APA
423
American Portfolios Advisors
New York
$4.05M -$490K -2,783 -11%
FTS
424
Fifth Third Securities
Ohio
$4.03M +$4.03M +22,864 New
WIC
425
Willis Investment Counsel
Georgia
$3.94M +$3.94M +22,382 New
15 16
17
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