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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 %
MFT
601
Moisand Fitzgerald Tamayo
Florida
$2.17M -$100K -587 -4%
EBWM
602
Eagle Bluffs Wealth Management
Missouri
$2.17M +$88K +515 +4%
IWM
603
IHT Wealth Management
Illinois
$2.17M +$619K +3,624 +40%
GIM
604
Goelzer Investment Management
Indiana
$2.15M +$781K +4,568 +57%
RWP
605
Revolve Wealth Partners
New Jersey
$2.15M +$19.5K +114 +0.9%
EDRH
606
Edmond de Rothschild Holding
Switzerland
$2.14M – – –
WP
607
WealthSource Partners
California
$2.13M +$706K +4,133 +50%
CIA
608
Compass Ion Advisors
Pennsylvania
$2.13M -$11.5K -67 -0.5%
Vontobel Holding
609
Vontobel Holding
Switzerland
$2.12M +$2.12M +12,400 New
AWAP
610
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.12M +$57.2K +335 +3%
IBOK
611
Independence Bank of Kentucky
Kentucky
$2.1M -$9.91K -58 -0.5%
LF
612
Lee Financial
Texas
$2.1M +$8.55K +50 +0.4%
JJBC
613
James J. Burns & Company
New York
$2.1M +$2.1M +12,290 New
AWM
614
Apollon Wealth Management
South Carolina
$2.09M -$208K -1,217 -9%
OCM
615
Objective Capital Management
Ohio
$2.09M +$135K +791 +7%
SWM
616
SigFig Wealth Management
California
$2.08M +$118K +663 +6%
BFG
617
Beacon Financial Group
Texas
$2.06M +$11.9K +69 +0.6%
BG
618
Benedetti & Gucer
Georgia
$2.06M -$11.3K -66 -0.5%
SEI Investments
619
SEI Investments
Pennsylvania
$2.05M +$104K +611 +5%
SSB
620
Sandy Spring Bank
Maryland
$2.05M +$160K +936 +8%
HTC
621
Haverford Trust Company
Pennsylvania
$2.04M -$55.4K -324 -3%
HWA
622
Hilltop Wealth Advisors
North Carolina
$2.02M +$2.02M +11,815 New
ECA
623
Elevated Capital Advisors
Utah
$2.02M +$2.02M +11,807 New
OWA
624
Octavia Wealth Advisors
Ohio
$2.01M -$15.7K -92 -0.8%
FNT
625
First National Trust
Pennsylvania
$2M -$58.8K -344 -3%
23 24
25
26 27