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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 %
CWC
576
Carolinas Wealth Consulting
North Carolina
$2.46M +$4.05K +23 +0.2%
SF
577
Synovus Financial
Georgia
$2.44M -$63.5K -360 -3%
SCM
578
SOL Capital Management
Maryland
$2.43M +$72.7K +413 +3%
MFGM
579
Marshall Financial Group (Maryland)
Maryland
$2.42M +$1.77M +10,057 +271%
MWM
580
Meridian Wealth Management
Kentucky
$2.41M +$238K +1,354 +11%
Franklin Resources
581
Franklin Resources
California
$2.4M +$176 +1 +0%
WB
582
West Bancorporation
Iowa
$2.4M +$152K +866 +7%
Fiera Capital (Canada)
583
Fiera Capital (Canada)
Quebec, Canada
$2.39M -$171K -969 -7%
AWM
584
Apollon Wealth Management
South Carolina
$2.37M +$468K +2,657 +25%
ACA
585
Affinity Capital Advisors
California
$2.37M +$233K +1,322 +11%
PWM
586
Perigon Wealth Management
California
$2.36M +$912K +5,179 +63%
AL
587
Aspiriant LLC
California
$2.36M +$78.2K +444 +3%
NWM
588
NEIRG Wealth Management
Massachusetts
$2.35M +$2.12M +12,023 +905%
HCM
589
HM Capital Management
Missouri
$2.35M -$4.75K -27 -0.2%
MFT
590
Moisand Fitzgerald Tamayo
Florida
$2.34M +$1.11M +6,278 +89%
BAMG
591
Brand Asset Management Group
Missouri
$2.34M +$510K +2,896 +28%
DWM
592
Dakota Wealth Management
Florida
$2.33M +$9.34K +53 +0.4%
WF
593
Welch & Forbes
Massachusetts
$2.32M -$109K -618 -4%
RIA
594
Regal Investment Advisors
Michigan
$2.31M -$21.7K -123 -0.9%
RC
595
Roundview Capital
New Jersey
$2.3M +$71K +403 +3%
SWA
596
Stratos Wealth Advisors
Ohio
$2.3M +$362K +2,054 +19%
MF
597
Meridian Financial
Massachusetts
$2.28M +$234K +1,326 +11%
SFPM
598
Sensible Financial Planning & Management
Massachusetts
$2.27M +$292K +1,659 +15%
MIS
599
Morningstar Investment Services
Illinois
$2.27M -$59.2K -332 -3%
SC
600
Sepio Capital
Utah
$2.25M -$2.34M -13,300 -51%
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