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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 %
TA
451
Trellis Advisors
Washington
$3.5M +$92.5K +541 +3%
WPC
452
Wedmont Private Capital
Pennsylvania
$3.5M -$216K -1,265 -6%
AIP
453
Ameritas Investment Partners
Nebraska
$3.49M +$769K +4,503 +28%
WIM
454
WealthPlan Investment Management
Nebraska
$3.47M +$3.47M +18,437 New
CWM
455
Cranbrook Wealth Management
Michigan
$3.44M +$2.91K +17 +0.1%
MA
456
Momentum Advisors
New York
$3.41M – – –
EWA
457
Exencial Wealth Advisors
Oklahoma
$3.4M +$6.15K +36 +0.2%
AG
458
Ascent Group
Virginia
$3.4M +$31.6K +168 +0.9%
SB
459
Strategic Blueprint
Georgia
$3.4M +$236K +1,383 +7%
SAM
460
S.A. Mason
Michigan
$3.38M -$68.7K -402 -2%
WLIM
461
White Lighthouse Investment Management
Massachusetts
$3.38M +$265K +1,552 +9%
CWMU
462
Caliber Wealth Management (Utah)
Utah
$3.38M +$191K +1,117 +6%
IAN
463
Integrated Advisors Network
Texas
$3.35M +$1.9M +11,142 +132%
JRFS
464
James Reed Financial Services
Ohio
$3.35M -$62.2K -364 -2%
FMII
465
Farmers & Merchants Investments Inc
Nebraska
$3.35M -$15K -88 -0.4%
FB
466
First Bancorp
Maine
$3.35M +$624K +3,651 +23%
GA
467
GoalVest Advisory
New York
$3.34M +$315K +1,842 +10%
NOI
468
Newton One Investments
Delaware
$3.32M -$5.47K -32 -0.2%
HAC
469
Harbor Advisory Corp
New Hampshire
$3.3M +$652K +3,816 +25%
BWCS
470
Beirne Wealth Consulting Services
Connecticut
$3.3M +$2.62M +15,316 +386%
GBT
471
Grove Bank & Trust
Florida
$3.29M -$510K -2,985 -13%
OIA
472
OneDigital Investment Advisors
Kansas
$3.29M +$141K +826 +4%
MG
473
Mather Group
Illinois
$3.28M -$756K -4,421 -19%
UB
474
UMB Bank
Missouri
$3.27M -$108K -634 -3%
WBCM
475
Wilson & Boucher Capital Management
California
$3.26M +$5.47K +32 +0.2%
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