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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 %
APA
401
American Portfolios Advisors
New York
$4.39M +$457K +2,673 +12%
IA
402
IFG Advisory
Georgia
$4.39M +$2.98M +17,416 +211%
FCH
403
Freestone Capital Holdings
Washington
$4.35M -$410K -2,400 -9%
DL
404
DOHJ LLC
Washington
$4.33M +$311K +1,820 +8%
PPP
405
Private Portfolio Partners
New Jersey
$4.33M -$11.1K -65 -0.3%
5SA
406
5th Street Advisors
Connecticut
$4.31M -$70.9K -415 -2%
MSFS
407
Main Street Financial Solutions
Pennsylvania
$4.26M -$16.7K -98 -0.4%
CS
408
Comerica Securities
Michigan
$4.26M -$25.3K -148 -0.6%
MFS
409
McNamara Financial Services
Massachusetts
$4.2M +$25.8K +151 +0.6%
SB
410
Simmons Bank
Arkansas
$4.2M -$290K -1,699 -6%
WCA
411
Waypoint Capital Advisors
Minnesota
$4.19M -$78.6K -460 -2%
CWS
412
Cypress Wealth Services
California
$4.17M -$176 -1 -0%
BC
413
Burleson & Co
California
$4.15M +$84.6K +495 +2%
AO
414
Advisor OS
Illinois
$4.08M +$28K +164 +0.7%
CAM
415
Cozad Asset Management
Illinois
$4.07M -$131K -765 -3%
Deutsche Bank
416
Deutsche Bank
Germany
$4.04M +$238K +1,390 +6%
CB
417
Commerce Bank
Missouri
$4.03M +$870K +5,089 +28%
TWM
418
TriaGen Wealth Management
California
$3.99M +$823K +4,813 +26%
JE
419
JMAC Enterprises
Pennsylvania
$3.96M -$927K -5,426 -19%
TA
420
Tectonic Advisors
Texas
$3.93M +$119K +695 +3%
RFA
421
Radnor Financial Advisors
Pennsylvania
$3.91M +$289K +1,692 +8%
UWM
422
USAdvisors Wealth Management
Minnesota
$3.88M +$99.8K +584 +3%
IHWM
423
Iron Horse Wealth Management
Iowa
$3.87M -$5.06M -29,631 -57%
HL
424
HeadInvest LLC
Maine
$3.85M +$79.1K +463 +2%
FCI
425
Financial Counselors Inc
Kansas
$3.85M +$1.06M +6,224 +38%
15 16
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