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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 %
CB
476
Commerce Bank
Missouri
$3.25M -$14.6K -83 -0.4%
CFO
477
Colony Family Offices
North Carolina
$3.25M +$2.02M +11,485 +165%
CSPIA
478
Cary Street Partners Investment Advisory
Virginia
$3.25M +$802K +4,551 +33%
OIA
479
OneDigital Investment Advisors
Kansas
$3.24M +$8.98K +51 +0.3%
LFA
480
Landmark Financial Advisors
Kentucky
$3.23M -$35.9K -204 -1%
HT
481
Heritage Trust
Oklahoma
$3.23M +$3.03M +17,200 +1,552%
SFG
482
Sovereign Financial Group
Connecticut
$3.22M +$528 +3 +0%
LFAS
483
Level Four Advisory Services
Texas
$3.21M +$443K +2,518 +16%
WLIM
484
White Lighthouse Investment Management
Massachusetts
$3.21M -$21.7K -123 -0.7%
MAM
485
Marquette Asset Management
Minnesota
$3.19M -$68.3K -388 -2%
CA
486
Continuum Advisory
Idaho
$3.19M +$25.5K +145 +0.8%
WA
487
Wealth Alliance
New York
$3.18M -$24.1K -137 -0.8%
RFO
488
RiverGlades Family Offices
Florida
$3.18M +$22K +125 +0.7%
GA
489
GoalVest Advisory
New York
$3.17M +$188K +1,051 +6%
GG
490
Gleason Group
Kentucky
$3.16M +$270K +1,533 +9%
EVM
491
Eaton Vance Management
Massachusetts
$3.15M -$16.2M -91,945 -84%
HPWM
492
Highland Private Wealth Management
Washington
$3.15M +$1.39M +7,887 +79%
RWG
493
Ratio Wealth Group
Colorado
$3.14M -$157K -893 -5%
TPW
494
Tiller Private Wealth
Pennsylvania
$3.11M +$3.11M +17,646 New
CWM
495
Capital Wealth Management
Rhode Island
$3.09M -$196K -1,114 -6%
FHA
496
First Horizon Advisors
Tennessee
$3.08M +$2.1M +11,909 +214%
RFP
497
Roth Financial Partners
Texas
$3M +$12.3K +70 +0.4%
FHC
498
First Heartland Consultants
Missouri
$2.99M +$1.48M +8,410 +98%
PWP
499
Principle Wealth Partners
Connecticut
$2.98M -$2.04M -11,576 -41%
LWA
500
LWS Wealth Advisors
New Jersey
$2.97M -$138K -781 -4%
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