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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 %
RFA
476
RTD Financial Advisors
Pennsylvania
$3.24M -$118K -693 -4%
RWG
477
Ratio Wealth Group
Colorado
$3.21M +$169K +987 +6%
COI
478
Connable Office Inc
Michigan
$3.15M -$41.7K -244 -1%
ACP
479
Aveo Capital Partners
Colorado
$3.15M +$351K +2,053 +13%
FLPIM
480
F.L. Putnam Investment Management
Massachusetts
$3.14M -$57.1K -334 -2%
WB
481
Webster Bank
Connecticut
$3.14M -$99.1K -580 -3%
HT
482
Heritage Trust
Oklahoma
$3.13M – – –
CSPIA
483
Cary Street Partners Investment Advisory
Virginia
$3.12M -$30.2K -177 -1%
AFP
484
Ausdal Financial Partners
Iowa
$3.1M -$916K -5,358 -23%
SWP
485
Summit Wealth Partners
Florida
$3.09M -$279K -1,633 -8%
IA
486
IFP Advisors
Florida
$3.08M +$552K +4,483 +22%
GG
487
Gleason Group
Kentucky
$3.08M +$12K +70 +0.4%
WA
488
Wealth Alliance
New York
$3.06M -$26K -152 -0.8%
TPW
489
Tiller Private Wealth
Pennsylvania
$3.03M +$17.1K +100 +0.6%
CA
490
Continuum Advisory
Idaho
$3.03M -$62.5K -366 -2%
MAG
491
Mokosak Advisory Group
Iowa
$2.96M +$490K +2,860 +20%
IA
492
IFG Advisors
Missouri
$2.96M +$404K +2,363 +16%
Prudential Financial
493
Prudential Financial
New Jersey
$2.96M +$116K +677 +4%
LWA
494
LWS Wealth Advisors
New Jersey
$2.95M +$64.3K +376 +2%
MAM
495
Mystic Asset Management
Rhode Island
$2.94M +$260K +1,520 +10%
MSWMA
496
Market Street Wealth Management Advisors
Indiana
$2.93M +$141K +825 +5%
AHC
497
Anderson Hoagland & Co
Missouri
$2.92M -$267K -1,560 -8%
CWM
498
Capital Wealth Management
Rhode Island
$2.85M -$150K -878 -5%
LFA
499
Landmark Financial Advisors
Kentucky
$2.84M -$289K -1,688 -9%
PA
500
PFG Advisors
Arizona
$2.84M +$2.84M +16,632 New
18 19
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