VB icon

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 %
CBFP
676
Cedar Brook Financial Partners
Ohio
$1.79M -$377K -2,142 -17%
IGWM
677
ICA Group Wealth Management
Colorado
$1.79M -$70.2K -350 -4%
SFWC
678
Strategic Family Wealth Counselors
New Jersey
$1.79M +$169K +962 +10%
EGWAG
679
Elwood & Goetz Wealth Advisory Group
Georgia
$1.79M -$95.3K -541 -5%
GWM
680
Greenwich Wealth Management
Connecticut
$1.79M +$245K +1,390 +16%
CA
681
CoreCap Advisors
Michigan
$1.79M +$195K +1,108 +12%
JFA
682
JNBA Financial Advisors
Minnesota
$1.78M -$19.4K -110 -1%
FUBT
683
First United Bank & Trust
Maryland
$1.76M -$337K -1,915 -16%
MFIMFI
684
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.76M – – –
NFG
685
Nations Financial Group
Iowa
$1.76M +$114K +648 +7%
PFG
686
Pinnacle Financial Group
Illinois
$1.75M +$160K +910 +10%
GLLW
687
Graves Light Lenhart Wealth
Virginia
$1.7M +$1.2M +6,841 +242%
PAIM
688
Punch & Associates Investment Management
Minnesota
$1.7M +$1.6M +9,090 +1,603%
NEPWA
689
New England Private Wealth Advisors
Massachusetts
$1.7M -$1.06K -5 -0.1%
VCP
690
Verus Capital Partners
Arizona
$1.69M -$364K -2,063 -18%
WFA
691
Wellspring Financial Advisors
Ohio
$1.68M -$1.15M -6,514 -41%
WAP
692
Wealthcare Advisory Partners
Pennsylvania
$1.68M +$37K +210 +2%
IC
693
Inverness Counsel
New York
$1.68M -$929K – –
FA
694
FDx Advisors
Illinois
$1.67M -$43.8K -249 -3%
BP
695
BBR Partners
New York
$1.67M -$2.75M -15,630 -62%
TFO
696
Tarbox Family Office
California
$1.67M – – –
RI
697
Ridgewood Investments
New Jersey
$1.66M -$140K -793 -8%
SAF
698
Smith Anglin Financial
Texas
$1.66M -$704 -4 -0%
DCM
699
Dimension Capital Management
Florida
$1.66M – – –
EWM
700
Evermay Wealth Management
Virginia
$1.66M -$2.17M -12,305 -57%
26 27
28
29 30