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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 %
MA
551
Modus Advisors
Minnesota
$2.62M +$9.16K +52 +0.4%
SWA
552
SOA Wealth Advisors
New York
$2.61M -$153K -867 -6%
MHIC
553
Marble Harbor Investment Counsel
Massachusetts
$2.6M -$179K -1,015 -6%
LSAG
554
Lake Street Advisors Group
New Hampshire
$2.6M +$624K +3,540 +32%
MWM
555
Mascoma Wealth Management
New Hampshire
$2.59M -$176K -997 -6%
KeyBank National Association
556
KeyBank National Association
Ohio
$2.59M +$26.2K +149 +1%
PFM
557
Phillips Financial Management
Indiana
$2.57M -$162K -921 -6%
KFGK
558
Keystone Financial Group (Kentucky)
Kentucky
$2.57M +$69.4K +394 +3%
CWMGP
559
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.56M -$97.7K -555 -4%
TFS
560
Thoroughbred Financial Services
Tennessee
$2.55M +$246K +1,398 +11%
FPS
561
Fieldpoint Private Securities
Connecticut
$2.55M +$2.47K +14 +0.1%
MAG
562
Mokosak Advisory Group
Iowa
$2.54M +$134K +760 +6%
UBV
563
United Bank (Virginia)
Virginia
$2.54M +$1.96M +11,130 +340%
IA
564
IFP Advisors
Florida
$2.53M – – –
WB
565
WesBanco Bank
West Virginia
$2.53M +$254K +1,443 +11%
BKA
566
Brick & Kyle Associates
Pennsylvania
$2.53M +$56.6K +323 +2%
OMC
567
Old Mission Capital
Illinois
$2.52M -$3.15M -17,890 -56%
TMWM
568
Taylor & Morgan Wealth Management
Michigan
$2.52M +$176 +1 +0%
CHA
569
Carmichael Hill & Associates
Maryland
$2.51M +$162K +919 +7%
FA
570
Flagstar Advisors
New York
$2.51M +$273K +1,553 +12%
BIM
571
Bridges Investment Management
Nebraska
$2.5M -$2.64K -15 -0.1%
GL
572
Graypoint LLC
New York
$2.5M -$901K -5,116 -27%
GPWA
573
Great Point Wealth Advisors
Massachusetts
$2.49M +$6.87K +39 +0.3%
VBFP
574
Valtinson Bruner Financial Planning
Minnesota
$2.48M +$979K +5,557 +65%
ONSWM
575
Old North State Wealth Management
North Carolina
$2.47M -$13.6K -77 -0.5%
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