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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 %
BFA
551
Bragg Financial Advisors
North Carolina
$2.49M -$50.9K -298 -2%
CI
552
Cordant Inc
Oregon
$2.49M -$258K -1,509 -9%
LIG
553
Lokken Investment Group
Delaware
$2.49M -$53.7K -314 -2%
PFM
554
Phillips Financial Management
Indiana
$2.49M -$7.18K -42 -0.3%
SLT
555
St Louis Trust
Missouri
$2.47M -$6.06M -31,139 -71%
KFGK
556
Keystone Financial Group (Kentucky)
Kentucky
$2.47M -$16.2K -95 -0.7%
MWM
557
Mascoma Wealth Management
New Hampshire
$2.46M -$53.2K -311 -2%
UBV
558
United Bank (Virginia)
Virginia
$2.46M +$2.56K +15 +0.1%
RFP
559
Roth Financial Partners
Texas
$2.46M -$455K -2,660 -16%
PA
560
Procyon Advisors
Connecticut
$2.45M -$313K -1,830 -11%
ONSWM
561
Old North State Wealth Management
North Carolina
$2.44M +$48.3K +282 +2%
BIM
562
Bridges Investment Management
Nebraska
$2.43M – – –
GPWA
563
Great Point Wealth Advisors
Massachusetts
$2.42M +$3.59K +21 +0.1%
NFP
564
Narus Financial Partners
Utah
$2.41M -$280K -1,639 -10%
CWC
565
Carolinas Wealth Consulting
North Carolina
$2.39M +$4.1K +24 +0.2%
SCM
566
SOL Capital Management
Maryland
$2.39M +$33.3K +195 +1%
MF
567
Meridian Financial
Massachusetts
$2.39M +$171K +1,000 +8%
GWA
568
Gibson Wealth Advisors
Texas
$2.38M -$328K -1,922 -12%
PG
569
Proffitt & Goodson
Tennessee
$2.38M +$212K +1,241 +10%
ACA
570
Affinity Capital Advisors
California
$2.37M +$75.2K +440 +3%
SF
571
Synovus Financial
Georgia
$2.37M +$171 +1 +0%
WB
572
West Bancorporation
Iowa
$2.36M +$30.6K +179 +1%
BMM
573
Berkshire Money Management
Massachusetts
$2.36M +$2.36M +13,782 New
SMC
574
Smith, Moore & Co
Missouri
$2.35M +$246K +1,441 +12%
NWM
575
NEIRG Wealth Management
Massachusetts
$2.34M +$62.4K +365 +3%
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