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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 %
WFA
526
Wade Financial Advisory
California
$2.8M +$454K +2,576 +19%
GWA
527
Gibson Wealth Advisors
Texas
$2.79M -$56.4K -320 -2%
NFP
528
Narus Financial Partners
Utah
$2.78M -$802K -4,552 -22%
KCM
529
Kennicott Capital Management
California
$2.77M +$4.23K +24 +0.2%
MAM
530
Mystic Asset Management
Rhode Island
$2.76M +$68.7K +390 +3%
CAMG
531
CWA Asset Management Group
Florida
$2.75M -$942K -5,352 -26%
IFAM
532
Institutional & Family Asset Management
Colorado
$2.74M +$180K +1,020 +7%
HAC
533
Harbor Advisory Corp
New Hampshire
$2.73M -$17.6K -100 -0.6%
TT
534
TI-Trust
Illinois
$2.72M +$92.1K +523 +4%
BSSFA
535
Baron Silver Stevens Financial Advisors
Florida
$2.7M -$501K -2,844 -16%
TWM
536
Thrive Wealth Management
Pennsylvania
$2.69M -$277K -1,575 -9%
GCA
537
Gradient Capital Advisors
California
$2.69M +$203K +1,155 +8%
SQA
538
Simon Quick Advisors
New Jersey
$2.69M +$1.17M +5,925 +76%
CC
539
Courier Capital
New York
$2.68M -$13.2K -75 -0.5%
KPWG
540
KFA Private Wealth Group
Virginia
$2.68M +$329K +1,868 +14%
FZCM
541
Flynn Zito Capital Management
New York
$2.68M +$2.68M +15,189 New
CI
542
Conning Inc
Connecticut
$2.67M – – –
CWM
543
Cornerstone Wealth Management
Missouri
$2.65M +$198K +1,124 +8%
AI
544
Accredited Investors
Minnesota
$2.64M +$137K +777 +5%
WFA
545
Wipfli Financial Advisors
Wisconsin
$2.63M +$1.64M +9,340 +166%
IA
546
IFG Advisors
Missouri
$2.63M +$149K +844 +6%
TFA
547
Trinity Financial Advisors
Ohio
$2.63M -$654K -3,716 -20%
RBC
548
Roble Belko & Company
Pennsylvania
$2.62M +$235K +1,333 +10%
BFA
549
Bragg Financial Advisors
North Carolina
$2.62M -$223K -1,267 -8%
LIG
550
Lokken Investment Group
Delaware
$2.62M +$33.1K +188 +1%
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