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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 %
OWA
626
Octavia Wealth Advisors
Ohio
$2.09M -$31.2K -177 -1%
IP
627
Investment Partners
Ohio
$2.09M -$148K -839 -7%
SC
628
Stephens Consulting
Michigan
$2.08M +$65.3K +371 +3%
SYBT
629
Stock Yards Bank & Trust
Kentucky
$2.06M +$11.1K +63 +0.5%
FI
630
FIDELIS iM
Oregon
$2.04M -$66.2K -376 -3%
AA
631
Alesco Advisors
New York
$2.04M -$8.98K -51 -0.4%
WTB
632
Washington Trust Bank
Washington
$2.04M +$1.08M +6,109 +112%
AWA
633
Acorn Wealth Advisors
Michigan
$2.02M +$10.2K +58 +0.5%
OCM
634
Objective Capital Management
Ohio
$2.02M +$68K +386 +3%
SWM
635
SigFig Wealth Management
California
$2.01M +$716K +3,918 +55%
SEI Investments
636
SEI Investments
Pennsylvania
$2.01M -$127K -721 -6%
VCM
637
Vivaldi Capital Management
Illinois
$2M -$80.8K -459 -4%
NEWAS
638
N.E.W. Advisory Services
Wisconsin
$2M -$719K -4,084 -26%
CWM
639
Calamos Wealth Management
Illinois
$1.99M – – –
MPWT
640
MassMutual Private Wealth & Trust
Connecticut
$1.99M -$35.4K -201 -2%
BFG
641
Berger Financial Group
Minnesota
$1.98M +$1.01M +5,738 +104%
MBFW
642
Morton Brown Family Wealth
Pennsylvania
$1.97M -$47.9K -272 -2%
HFAS
643
Hummer Financial Advisory Services
Illinois
$1.97M – – –
BRM
644
Boston Research & Management
Massachusetts
$1.97M – – –
FA
645
Forefront Analytics
Pennsylvania
$1.97M -$386K -2,194 -16%
DC
646
Davenport & Co
Virginia
$1.97M +$36.6K +208 +2%
SSB
647
Sandy Spring Bank
Maryland
$1.95M +$239K +1,356 +14%
RWA
648
Ropes Wealth Advisors
Massachusetts
$1.93M +$175K +995 +10%
NFG
649
Nadler Financial Group
Illinois
$1.93M -$87.9K -499 -4%
TIM
650
Tortoise Investment Management
New York
$1.93M +$10.2K +58 +0.5%
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