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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 %
CCA
626
Checchi Capital Advisers
California
$2M +$71.3K +417 +4%
DC
627
Davenport & Co
Virginia
$1.99M +$83.1K +486 +4%
BRM
628
Boston Research & Management
Massachusetts
$1.98M +$71.6K +419 +4%
HCMT
629
Highland Capital Management (Tennessee)
Tennessee
$1.98M +$184K +1,078 +10%
BWM
630
Brickley Wealth Management
California
$1.98M -$58.3K -341 -3%
FI
631
FIDELIS iM
Oregon
$1.98M – – –
VCM
632
Vivaldi Capital Management
Illinois
$1.98M -$14.4K -82 -0.7%
WTB
633
Washington Trust Bank
Washington
$1.97M -$8.72K -51 -0.4%
AWA
634
Acorn Wealth Advisors
Michigan
$1.96M +$3.25K +19 +0.2%
WF
635
Warner Financial
Maryland
$1.96M +$133K +776 +7%
SYBT
636
Stock Yards Bank & Trust
Kentucky
$1.96M -$47.3K -277 -2%
MPWT
637
MassMutual Private Wealth & Trust
Connecticut
$1.94M +$15.5K +91 +0.8%
CBFP
638
Cedar Brook Financial Partners
Ohio
$1.94M +$197K +1,155 +11%
IP
639
Investment Partners
Ohio
$1.94M -$86K -503 -4%
WCM
640
Windham Capital Management
Massachusetts
$1.93M +$101K +591 +6%
CWM
641
Calamos Wealth Management
Illinois
$1.93M – – –
PFG
642
Pinnacle Financial Group
Illinois
$1.93M +$234K +1,366 +14%
NEWAS
643
N.E.W. Advisory Services
Wisconsin
$1.93M -$10.4K -61 -0.5%
AA
644
Alesco Advisors
New York
$1.92M -$59.8K -350 -3%
VBFP
645
Valtinson Bruner Financial Planning
Minnesota
$1.92M -$491K -2,870 -20%
FA
646
Forefront Analytics
Pennsylvania
$1.92M +$7.18K +42 +0.4%
SFWC
647
Strategic Family Wealth Counselors
New Jersey
$1.91M +$169K +986 +10%
HFAS
648
Hummer Financial Advisory Services
Illinois
$1.91M -$5.98K -35 -0.3%
MFG
649
Magnus Financial Group
New York
$1.9M -$135K -791 -7%
RWA
650
Ropes Wealth Advisors
Massachusetts
$1.9M +$23.6K +138 +1%
24 25
26
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