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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 %
LI
426
Latigo Investments
Florida
$3.94M – – –
TA
427
Tectonic Advisors
Texas
$3.92M +$231K +1,311 +6%
Deutsche Bank
428
Deutsche Bank
Germany
$3.92M -$842K -4,778 -18%
NEAM
429
New England Asset Management
Connecticut
$3.92M – – –
GBT
430
Grove Bank & Trust
Florida
$3.91M +$182K +1,034 +5%
EFS
431
Essex Financial Services
Connecticut
$3.91M -$349K -1,980 -8%
UWM
432
USAdvisors Wealth Management
Minnesota
$3.89M -$90.5K -514 -2%
HL
433
HeadInvest LLC
Maine
$3.89M -$704 -4 -0%
APC
434
Aspire Private Capital
North Carolina
$3.88M -$19.7K -112 -0.5%
MWA
435
Martel Wealth Advisors
Washington
$3.87M +$30.3K +172 +0.8%
WPC
436
Wedmont Private Capital
Pennsylvania
$3.83M +$1.02M +5,802 +36%
PFA
437
Pathway Financial Advisors
Vermont
$3.81M +$317K +1,801 +9%
CAC
438
Certified Advisory Corp
Florida
$3.78M +$187K +1,059 +5%
OCM
439
One Capital Management
California
$3.75M +$10.2K +58 +0.3%
RFA
440
Radnor Financial Advisors
Pennsylvania
$3.74M +$554K +3,146 +17%
AMBIA
441
Allen Mooney & Barnes Investment Advisors
Georgia
$3.73M -$54.6K -310 -1%
TYCC
442
Texas Yale Capital Corp
Florida
$3.7M +$153K +871 +4%
VA
443
Valmark Advisers
Ohio
$3.69M +$358K +2,031 +11%
WPW
444
Waldron Private Wealth
Pennsylvania
$3.68M +$19.5K +111 +0.5%
TWA
445
Tillar-Wenstrup Advisors
Ohio
$3.67M +$105K +596 +3%
EWA
446
EverSource Wealth Advisors
Alabama
$3.67M +$228K +1,294 +7%
KTC
447
Kistler-Tiffany Companies
Pennsylvania
$3.62M +$149K +846 +4%
MA
448
Mutual Advisors
Nebraska
$3.61M +$349K +1,982 +11%
GWM
449
Greenhouse Wealth Management
Connecticut
$3.56M +$71K +403 +2%
SAM
450
S.A. Mason
Michigan
$3.56M – – –
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