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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 %
PWA
501
Peterson Wealth Advisors
Utah
$2.84M +$1.02M +5,984 +56%
CA
502
Cetera Advisors
Colorado
$2.83M +$20.7K +121 +0.7%
WFA
503
West Financial Advisors
Iowa
$2.82M +$50.9K +298 +2%
NFG
504
Nadler Financial Group
Illinois
$2.8M +$930K +5,443 +50%
JFG
505
JMG Financial Group
Illinois
$2.8M +$49.9K +292 +2%
MA
506
MAS Advisors
Florida
$2.8M -$43.1K -252 -2%
CFGS
507
Concourse Financial Group Securities
Alabama
$2.8M +$7.18K +42 +0.3%
BAM
508
Belpointe Asset Management
Nevada
$2.78M +$50.9K +298 +2%
RIG
509
Ramiah Investment Group
Wisconsin
$2.78M -$42.2K -247 -1%
GCP
510
Gill Capital Partners
Colorado
$2.77M +$398K +2,328 +17%
TT
511
TI-Trust
Illinois
$2.77M +$126K +740 +5%
FHA
512
First Horizon Advisors
Tennessee
$2.76M -$222K -1,301 -7%
CWM
513
Cornerstone Wealth Management
Missouri
$2.76M +$181K +1,060 +7%
NFP
514
NorthLanding Financial Partners
New York
$2.76M +$2.76M +16,126 New
OGF
515
Orin Green Financial
California
$2.74M -$520K -3,046 -16%
FAP
516
Financial Advisory Partners
Florida
$2.74M +$12K +70 +0.4%
EVM
517
Eaton Vance Management
Massachusetts
$2.73M -$334K -1,956 -11%
WJWM
518
Williams Jones Wealth Management
New York
$2.72M -$2.56K -15 -0.1%
RTS
519
Round Table Services
New Jersey
$2.7M +$1.1M +6,420 +68%
VCP
520
Verus Capital Partners
Arizona
$2.7M +$1.06M +6,221 +65%
CAMG
521
CWA Asset Management Group
Florida
$2.69M +$14.4K +84 +0.5%
TWM
522
Thrive Wealth Management
Pennsylvania
$2.67M +$59.3K +347 +2%
BTI
523
Blue Trust Inc
Georgia
$2.66M +$2.26M +12,826 +563%
AI
524
Accredited Investors
Minnesota
$2.66M +$94.5K +553 +4%
GIA
525
Gladstone Institutional Advisory
Florida
$2.65M -$69.4K -406 -3%
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