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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 %
WWM
676
Western Wealth Management
Colorado
$1.74M +$577K +3,313 +50%
AC
677
Apella Capital
Connecticut
$1.74M +$284K +1,664 +20%
EGWAG
678
Elwood & Goetz Wealth Advisory Group
Georgia
$1.74M -$2.05K -12 -0.1%
Millennium Management
679
Millennium Management
New York
$1.74M +$1.36M +7,961 +362%
LWM
680
Liberty Wealth Management
California
$1.73M -$20.3K -119 -1%
ACM
681
AlphaStar Capital Management
North Carolina
$1.73M -$61.5K -360 -3%
JFA
682
JNBA Financial Advisors
Minnesota
$1.73M -$5.3K -31 -0.3%
SGCA
683
Steel Grove Capital Advisors
Tennessee
$1.71M -$77.1K -451 -4%
TFM
684
TFC Financial Management
Massachusetts
$1.71M +$218K +1,277 +15%
MA
685
MONECO Advisors
Connecticut
$1.71M -$94.3K -552 -5%
MFIMFI
686
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.71M – – –
VCM
687
Viewpoint Capital Management
Washington
$1.71M +$104K +609 +6%
FUBT
688
First United Bank & Trust
Maryland
$1.7M -$8.2K -48 -0.5%
GLLW
689
Graves Light Lenhart Wealth
Virginia
$1.69M +$33K +193 +2%
CFA
690
Cahill Financial Advisors
Minnesota
$1.68M +$175K +1,026 +12%
BHIC
691
Bassett Hargrove Investment Counsel
Delaware
$1.67M +$1.67M +9,787 New
FNBOO
692
First National Bank of Omaha
Nebraska
$1.67M +$311K +1,817 +23%
TFO
693
Tarbox Family Office
California
$1.67M – – –
SAF
694
Smith Anglin Financial
Texas
$1.66M +$43.8K +256 +3%
BHWM
695
Beaird Harris Wealth Management
Texas
$1.65M -$136K -793 -8%
D
696
Dentgroup
Louisiana
$1.65M +$43.5K +249 +3%
B
697
Bailard
California
$1.65M +$113K +659 +7%
IC
698
Inverness Counsel
New York
$1.64M -$1.68M – –
RI
699
Ridgewood Investments
New Jersey
$1.64M +$21.7K +127 +1%
LFG
700
Larson Financial Group
Missouri
$1.63M +$96.2K +563 +6%
26 27
28
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