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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 %
MBFW
651
Morton Brown Family Wealth
Pennsylvania
$1.89M -$22K -129 -1%
CL
652
CPWM LLC
Washington
$1.89M -$175K -1,023 -8%
JPLA
653
Joseph P. Lucia & Associates
New York
$1.89M +$64.1K +375 +4%
MMPW
654
Mitchell McLeod Pugh & Williams
Alabama
$1.87M +$590K +3,451 +46%
CA
655
Claro Advisors
Massachusetts
$1.87M – – –
SPIO
656
Seven Post Investment Office
California
$1.87M +$1.87M +10,918 New
FRA
657
Frank Rimerman Advisors
California
$1.86M +$818K +4,789 +78%
MA
658
Mosaic Advisors
Texas
$1.86M -$187K -1,095 -9%
GLA
659
Great Lakes Advisors
Illinois
$1.85M +$85.8K +502 +5%
AL
660
Aspiriant LLC
California
$1.85M -$436K -2,553 -19%
WI
661
Wintrust Investments
Illinois
$1.84M +$94.2K +551 +5%
SW
662
SkyOak Wealth
Michigan
$1.84M +$18.5K +108 +1%
GWM
663
Greenwich Wealth Management
Connecticut
$1.83M +$94.2K +551 +5%
WIA
664
World Investment Advisors
California
$1.82M -$25K -146 -1%
TIM
665
Tortoise Investment Management
New York
$1.8M -$70.8K -414 -4%
BCM
666
BTC Capital Management
Iowa
$1.79M – – –
BFG
667
Berger Financial Group
Minnesota
$1.79M -$139K -813 -7%
CFO
668
Collective Family Office
Pennsylvania
$1.78M -$68.4K -400 -4%
CA
669
CoreCap Advisors
Michigan
$1.78M +$47.3K +277 +3%
FAIM
670
Financial Advocates Investment Management
Washington
$1.77M +$638K +5,135 +56%
NFG
671
Nations Financial Group
Iowa
$1.76M +$57.1K +334 +3%
CCFM
672
Clear Creek Financial Management
Washington
$1.75M -$74.7K -437 -4%
KA
673
Klingman & Associates
New York
$1.75M -$41.7K -244 -2%
RCM
674
Radnor Capital Management
Pennsylvania
$1.74M -$14.5K -85 -0.8%
LHEI
675
Leo H. Evart Inc
California
$1.74M -$68.4K -400 -4%
25 26
27
28 29