VB icon

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 %
SWA
601
Strategies Wealth Advisors
Michigan
$2.25M -$5.99K -34 -0.3%
WA
602
Waverly Advisors
Alabama
$2.23M +$134K +760 +6%
PG
603
Proffitt & Goodson
Tennessee
$2.23M +$770K +4,371 +53%
CIA
604
Compass Ion Advisors
Pennsylvania
$2.2M -$101K -572 -4%
EDRH
605
Edmond de Rothschild Holding
Switzerland
$2.2M – – –
RWP
606
Revolve Wealth Partners
New Jersey
$2.2M +$332K +1,885 +18%
CCA
607
Checchi Capital Advisers
California
$2.2M -$1.33M -6,805 -38%
VWA
608
V Wealth Advisors
Kansas
$2.19M -$215K -1,223 -9%
IBOK
609
Independence Bank of Kentucky
Kentucky
$2.18M +$694K +3,940 +47%
BG
610
Benedetti & Gucer
Georgia
$2.18M +$3.41K +19 +0.2%
SMC
611
Smith, Moore & Co
Missouri
$2.16M +$23.1K +131 +1%
BFG
612
Beacon Financial Group
Texas
$2.16M +$4.16K +23 +0.2%
LF
613
Lee Financial
Texas
$2.16M +$2.15M +12,222 +61,110%
HTC
614
Haverford Trust Company
Pennsylvania
$2.16M – – –
EBWM
615
Eagle Bluffs Wealth Management
Missouri
$2.15M +$28.5K +162 +1%
FF
616
Financial Futures
New Jersey
$2.14M -$2.53M -14,381 -54%
LWP
617
Laurel Wealth Planning
Minnesota
$2.14M -$387K -2,195 -15%
CL
618
CPWM LLC
Washington
$2.13M -$160K -906 -7%
SFA
619
Semmax Financial Advisors
North Carolina
$2.13M +$131K +652 +7%
AWAP
620
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.12M +$76.4K +434 +4%
FNT
621
First National Trust
Pennsylvania
$2.12M -$173K -983 -8%
MA
622
Mosaic Advisors
Texas
$2.11M -$755K -4,289 -26%
WIA
623
World Investment Advisors
California
$2.11M -$16.7K -85 -0.8%
BWM
624
Brickley Wealth Management
California
$2.1M -$32.4K -184 -2%
MFG
625
Magnus Financial Group
New York
$2.1M +$186K +1,056 +10%
23 24
25
26 27