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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
$211M
3
CIAS
CBIZ Investment Advisory Services
Ohio
$53.5M
4
AAS
Annex Advisory Services
Wisconsin
$118M
5
Natixis Advisors
Natixis Advisors
Massachusetts
$60.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.04B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$1.73B
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
CSIA
Charles Schwab Investment Advisory
California
$284M
5
AWA
Aaron Wealth Advisors
Illinois
$736K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$130M +$9.06M +51,417 +7%
Mariner
27
Mariner
Kansas
$130M +$27.5M +156,409 +27%
S
28
SignatureFD
Georgia
$129M +$2.51M +14,236 +2%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$118M -$9.26M -52,565 -7%
AAS
30
Annex Advisory Services
Wisconsin
$118M +$41.6M +236,470 +55%
Truist Financial
31
Truist Financial
North Carolina
$114M -$6.5M -36,909 -5%
MWM
32
Mission Wealth Management
California
$110M +$8.09M +45,918 +8%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$104M +$195K +1,109 +0.2%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$102M +$2.08M +11,830 +2%
RJA
35
Raymond James & Associates
Florida
$102M +$15.2M +86,122 +17%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$97.7M -$3.13M -17,762 -3%
MRC
37
Millburn Ridgefield Corp
New York
$91.1M +$22.6M +128,386 +33%
CCA
38
Catalyst Capital Advisors
New York
$91.1M +$22.6M +128,373 +33%
BlackRock
39
BlackRock
New York
$80.6M -$1.42M -8,062 -2%
MA
40
MUFG Americas
New York
$79.6M +$1.76M +9,977 +2%
HighTower Advisors
41
HighTower Advisors
Illinois
$77.7M +$13.1M +74,321 +20%
BPWM
42
Badgley Phelps Wealth Managers
Washington
$73.3M +$249K +1,413 +0.3%
EA
43
Efficient Advisors
Ohio
$72.3M +$3.25M +18,445 +5%
1832 Asset Management
44
1832 Asset Management
Ontario, Canada
$71.1M +$8.78M +49,832 +14%
PA
45
Pinnacle Associates
New York
$69.4M -$7.77M -44,139 -10%
PAG
46
Private Advisor Group
New Jersey
$69.3M -$6.36M -36,087 -8%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$68.5M +$1.53M +8,684 +2%
KIM
48
Karpus Investment Management
New York
$66.9M -$1.38M -7,810 -2%
PFO
49
Pathstone Family Office
New Jersey
$65.5M +$5.03M +28,562 +8%
M&T Bank
50
M&T Bank
New York
$65.2M +$1.09M +6,445 +2%
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