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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 %
FF
526
Financial Futures
New Jersey
$2.65M +$571K +3,341 +27%
RSWM
527
Robertson Stephens Wealth Management
California
$2.64M -$2.85M -16,670 -52%
KCM
528
Kennicott Capital Management
California
$2.64M -$55.7K -326 -2%
GCA
529
Gradient Capital Advisors
California
$2.62M +$7.86K +46 +0.3%
MAM
530
Marquette Asset Management
Minnesota
$2.62M -$476K -2,786 -15%
KPWG
531
KFA Private Wealth Group
Virginia
$2.6M -$855 -5 -0%
CP
532
Camelot Portfolios
Ohio
$2.59M -$277K -1,621 -10%
FA
533
Flagstar Advisors
New York
$2.59M +$155K +904 +6%
CI
534
Conning Inc
Connecticut
$2.59M – – –
TPCW
535
TD Private Client Wealth
New York
$2.58M -$137K -804 -5%
BWA
536
BDO Wealth Advisors
Florida
$2.58M -$191K -1,119 -7%
CC
537
Courier Capital
New York
$2.57M -$30.4K -178 -1%
MA
538
Modus Advisors
Minnesota
$2.57M +$32K +187 +1%
KeyBank National Association
539
KeyBank National Association
Ohio
$2.54M +$23.4K +137 +0.9%
PWM
540
Perigon Wealth Management
California
$2.54M +$245K +1,432 +11%
RBC
541
Roble Belko & Company
Pennsylvania
$2.53M -$14.7K -86 -0.6%
TMWM
542
Taylor & Morgan Wealth Management
Michigan
$2.53M +$85.5K +500 +3%
LSAG
543
Lake Street Advisors Group
New Hampshire
$2.53M +$4.79K +28 +0.2%
CWMGP
544
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.52M +$33.2K +194 +1%
SWA
545
SOA Wealth Advisors
New York
$2.51M -$17.9K -105 -0.7%
BKA
546
Brick & Kyle Associates
Pennsylvania
$2.51M +$29.9K +174 +1%
CHA
547
Carmichael Hill & Associates
Maryland
$2.51M +$74.7K +437 +3%
TFS
548
Thoroughbred Financial Services
Tennessee
$2.5M +$30.4K +178 +1%
MFGM
549
Marshall Financial Group (Maryland)
Maryland
$2.5M +$146K +853 +6%
TFA
550
Trinity Financial Advisors
Ohio
$2.49M -$57.3K -335 -2%
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