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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 %
DFA
651
DHK Financial Advisors
New Hampshire
$1.92M +$2.82K +16 +0.1%
EWA
652
Encompass Wealth Advisors
Oregon
$1.91M -$1.75M -9,943 -48%
CFO
653
Collective Family Office
Pennsylvania
$1.91M +$81K +460 +4%
SFA
654
Sequoia Financial Advisors
Ohio
$1.89M -$60.6K -344 -3%
WCM
655
Windham Capital Management
Massachusetts
$1.89M – – –
JPLA
656
Joseph P. Lucia & Associates
New York
$1.88M -$195K -1,108 -9%
WF
657
Warner Financial
Maryland
$1.88M -$16K -91 -0.8%
CCFM
658
Clear Creek Financial Management
Washington
$1.88M -$269K -1,529 -13%
LWM
659
Liberty Wealth Management
California
$1.88M +$16.1K +88 +0.9%
SW
660
SkyOak Wealth
Michigan
$1.88M -$42.4K -241 -2%
FWM
661
Focused Wealth Management
New York
$1.88M +$1.77M +10,046 +1,655%
PWA
662
Peterson Wealth Advisors
Utah
$1.88M +$174K +987 +10%
CA
663
Claro Advisors
Massachusetts
$1.87M +$349K +1,984 +23%
LHEI
664
Leo H. Evart Inc
California
$1.87M -$34.7K -197 -2%
MA
665
MONECO Advisors
Connecticut
$1.86M +$9.69K +55 +0.5%
HCMT
666
Highland Capital Management (Tennessee)
Tennessee
$1.86M +$121K +688 +7%
BCM
667
BTC Capital Management
Iowa
$1.85M – – –
MOS
668
MGO One Seven
Ohio
$1.85M -$535K -3,036 -22%
SGCA
669
Steel Grove Capital Advisors
Tennessee
$1.85M -$83.6K -475 -4%
ACM
670
AlphaStar Capital Management
North Carolina
$1.84M -$433K -2,457 -19%
KA
671
Klingman & Associates
New York
$1.84M +$518K +2,941 +39%
BHWM
672
Beaird Harris Wealth Management
Texas
$1.84M +$93.5K +531 +5%
GLA
673
Great Lakes Advisors
Illinois
$1.82M – – –
RCM
674
Radnor Capital Management
Pennsylvania
$1.81M – – –
WI
675
Wintrust Investments
Illinois
$1.8M +$178K +1,012 +11%
25 26
27
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