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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 %
CP
501
Camelot Portfolios
Ohio
$2.96M -$291K -1,654 -9%
GCP
502
Gill Capital Partners
Colorado
$2.95M – – –
Prudential Financial
503
Prudential Financial
New Jersey
$2.94M +$417K +2,343 +17%
MA
504
MAS Advisors
Florida
$2.93M -$44.9K -255 -2%
RIG
505
Ramiah Investment Group
Wisconsin
$2.91M -$79.1K -449 -3%
CA
506
Cetera Advisors
Colorado
$2.9M -$329K -1,869 -10%
ACP
507
Aveo Capital Partners
Colorado
$2.88M -$354K -2,008 -11%
CFGS
508
Concourse Financial Group Securities
Alabama
$2.88M -$200K -1,134 -6%
KWM
509
KerberRose Wealth Management
Wisconsin
$2.87M +$2.87M +16,309 New
DWT
510
Dorsey & Whitney Trust
South Dakota
$2.87M +$581K +3,298 +25%
FCI
511
Financial Counselors Inc
Kansas
$2.87M +$30.6K +174 +1%
MSWMA
512
Market Street Wealth Management Advisors
Indiana
$2.87M +$182K +1,036 +7%
BWA
513
BDO Wealth Advisors
Florida
$2.85M -$51.6K -293 -2%
WFA
514
West Financial Advisors
Iowa
$2.85M -$6.38M -36,202 -69%
HFS
515
HBC Financial Services
Washington
$2.85M -$42.6K -234 -1%
PA
516
Procyon Advisors
Connecticut
$2.85M -$345K -1,960 -11%
JFG
517
JMG Financial Group
Illinois
$2.84M -$272K -1,547 -9%
CI
518
Cordant Inc
Oregon
$2.83M +$2.09M +11,872 +281%
BAM
519
Belpointe Asset Management
Nevada
$2.81M +$189K +1,074 +7%
FAP
520
Financial Advisory Partners
Florida
$2.81M +$74K +420 +3%
WJWM
521
Williams Jones Wealth Management
New York
$2.8M +$1.59K +9 +0.1%
FB
522
First Bancorp
Maine
$2.8M +$221K +1,252 +9%
GIA
523
Gladstone Institutional Advisory
Florida
$2.8M -$186K -1,055 -6%
AIP
524
Ameritas Investment Partners
Nebraska
$2.8M +$226K +1,282 +9%
TPCW
525
TD Private Client Wealth
New York
$2.8M +$169K +961 +6%
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