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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 %
WFA
576
Wade Financial Advisory
California
$2.33M -$390K -2,283 -14%
LWP
577
Laurel Wealth Planning
Minnesota
$2.32M +$243K +1,421 +12%
MHIC
578
Marble Harbor Investment Counsel
Massachusetts
$2.31M -$214K -1,250 -8%
RIA
579
Regal Investment Advisors
Michigan
$2.31M +$71.1K +416 +3%
LFAS
580
Level Four Advisory Services
Texas
$2.3M -$816K -4,772 -26%
RC
581
Roundview Capital
New Jersey
$2.3M +$63.2K +370 +3%
VWA
582
V Wealth Advisors
Kansas
$2.28M +$154K +898 +7%
WF
583
Welch & Forbes
Massachusetts
$2.28M +$24.9K +146 +1%
IFAM
584
Institutional & Family Asset Management
Colorado
$2.28M -$379K -2,217 -14%
SFPM
585
Sensible Financial Planning & Management
Massachusetts
$2.27M +$58.8K +344 +3%
HCM
586
HM Capital Management
Missouri
$2.26M -$17.4K -102 -0.8%
CAAS
587
Capital Asset Advisory Services
Michigan
$2.26M +$2.15M +12,591 +2,034%
WA
588
Waverly Advisors
Alabama
$2.25M +$85K +497 +4%
SQA
589
Simon Quick Advisors
New Jersey
$2.24M -$93.3K -546 -4%
DWT
590
Dorsey & Whitney Trust
South Dakota
$2.24M -$546K -3,192 -20%
GL
591
Graypoint LLC
New York
$2.23M -$190K -1,111 -8%
WFA
592
Wipfli Financial Advisors
Wisconsin
$2.23M -$325K -1,901 -13%
WIC
593
Willis Investment Counsel
Georgia
$2.23M -$1.6M -9,365 -42%
SOS
594
Silver Oak Securities
Tennessee
$2.22M -$1.11M -5,896 -33%
BAMG
595
Brand Asset Management Group
Missouri
$2.22M -$49.7K -291 -2%
DWM
596
Dakota Wealth Management
Florida
$2.22M -$46.5K -272 -2%
MWM
597
Meridian Wealth Management
Kentucky
$2.19M -$145K -846 -6%
SC
598
Stephens Consulting
Michigan
$2.18M +$160K +939 +8%
SC
599
Sepio Capital
Utah
$2.18M -$1.2K -7 -0.1%
MIS
600
Morningstar Investment Services
Illinois
$2.18M -$172K -933 -7%
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