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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 %
CWM
451
Cranbrook Wealth Management
Michigan
$3.54M +$1.15M +6,545 +48%
TA
452
Trellis Advisors
Washington
$3.52M -$21.7K -123 -0.6%
JRFS
453
James Reed Financial Services
Ohio
$3.52M -$14.1K -80 -0.4%
MA
454
Momentum Advisors
New York
$3.51M +$3.51M +19,939 New
EWA
455
Exencial Wealth Advisors
Oklahoma
$3.5M -$72.9K -414 -2%
WCFA
456
Walkner Condon Financial Advisors
Wisconsin
$3.5M +$214K +1,213 +7%
AG
457
Ascent Group
Virginia
$3.49M -$52.4K -269 -1%
PFG
458
PAX Financial Group
Texas
$3.48M +$2.03M +11,545 +141%
UB
459
UMB Bank
Missouri
$3.48M -$135K -766 -4%
SWP
460
Summit Wealth Partners
Florida
$3.47M -$403K -2,290 -10%
FMII
461
Farmers & Merchants Investments Inc
Nebraska
$3.47M -$285K -1,617 -8%
RFA
462
RTD Financial Advisors
Pennsylvania
$3.46M -$12K -68 -0.3%
NOI
463
Newton One Investments
Delaware
$3.43M +$9.16K +52 +0.3%
MIM
464
Morningstar Investment Management
Illinois
$3.43M – – –
OGF
465
Orin Green Financial
California
$3.4M +$434K +2,436 +15%
AHC
466
Anderson Hoagland & Co
Missouri
$3.4M -$147K -806 -4%
WBCM
467
Wilson & Boucher Capital Management
California
$3.36M -$29.8K -169 -0.9%
WB
468
Webster Bank
Connecticut
$3.33M -$699K -3,966 -17%
SOS
469
Silver Oak Securities
Tennessee
$3.3M +$110K +588 +3%
FLPIM
470
F.L. Putnam Investment Management
Massachusetts
$3.3M +$18K +102 +0.5%
COI
471
Connable Office Inc
Michigan
$3.29M -$47K -267 -1%
CWMU
472
Caliber Wealth Management (Utah)
Utah
$3.28M +$263K +1,494 +9%
TDWM
473
Topel & Distasi Wealth Management
California
$3.28M +$226K +1,284 +7%
TWM
474
TriaGen Wealth Management
California
$3.26M +$60.8K +345 +2%
SB
475
Strategic Blueprint
Georgia
$3.26M -$479K -2,720 -13%
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