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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 %
GWM
426
Greenhouse Wealth Management
Connecticut
$3.85M +$389K +2,277 +11%
EWM
427
Echo Wealth Management
Minnesota
$3.82M -$2.13M -11,905 -36%
NEAM
428
New England Asset Management
Connecticut
$3.8M – – –
TDWM
429
Topel & Distasi Wealth Management
California
$3.8M +$221K +1,153 +6%
IFA
430
Index Fund Advisors
California
$3.79M -$149K -873 -4%
MWA
431
Martel Wealth Advisors
Washington
$3.79M +$33.2K +194 +0.9%
CAC
432
Certified Advisory Corp
Florida
$3.77M +$96.4K +564 +3%
FTS
433
Fifth Third Securities
Ohio
$3.75M -$159K -928 -4%
VA
434
Valmark Advisers
Ohio
$3.75M +$169K +986 +5%
TYCC
435
Texas Yale Capital Corp
Florida
$3.71M +$120K +703 +3%
WCFA
436
Walkner Condon Financial Advisors
Wisconsin
$3.71M +$317K +1,852 +9%
KTC
437
Kistler-Tiffany Companies
Pennsylvania
$3.68M +$173K +1,012 +5%
SFS
438
Sowell Financial Services
Arkansas
$3.68M +$3.68M +21,505 New
APC
439
Aspire Private Capital
North Carolina
$3.67M -$94.2K -551 -3%
OCM
440
One Capital Management
California
$3.65M +$5.81K +34 +0.2%
PFA
441
Pathway Financial Advisors
Vermont
$3.61M -$87.8K -514 -2%
Franklin Resources
442
Franklin Resources
California
$3.61M +$1.28M +7,463 +55%
PFG
443
PAX Financial Group
Texas
$3.57M +$195K +1,141 +6%
WPW
444
Waldron Private Wealth
Pennsylvania
$3.57M -$2.73K -16 -0.1%
TWA
445
Tillar-Wenstrup Advisors
Ohio
$3.56M -$4.96K -29 -0.1%
CFO
446
Colony Family Offices
North Carolina
$3.55M +$391K +2,290 +12%
AMBIA
447
Allen Mooney & Barnes Investment Advisors
Georgia
$3.54M -$74.7K -437 -2%
HPWM
448
Highland Private Wealth Management
Washington
$3.53M +$474K +2,775 +16%
SFG
449
Sovereign Financial Group
Connecticut
$3.52M +$403K +2,355 +13%
EFS
450
Essex Financial Services
Connecticut
$3.51M -$284K -1,659 -7%
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