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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 %
SFA
701
Sequoia Financial Advisors
Ohio
$1.62M -$211K -1,233 -11%
WFA
702
Wellspring Financial Advisors
Ohio
$1.62M -$11.5K -67 -0.7%
CFA
703
CWS Financial Advisors
Michigan
$1.61M +$73.5K +430 +5%
SC
704
Scotia Capital
Ontario, Canada
$1.61M +$120K +702 +8%
MAM
705
McLean Asset Management
Virginia
$1.61M -$13K -74 -0.8%
DCM
706
Dimension Capital Management
Florida
$1.61M – – –
RIG
707
Roosevelt Investment Group
New York
$1.61M +$32.1K +188 +2%
CTA
708
Colonial Trust Advisors
South Carolina
$1.59M +$131K +765 +9%
FT
709
Fiduciary Trust
Massachusetts
$1.58M +$143K +837 +10%
SFG
710
Sage Financial Group
Pennsylvania
$1.58M +$57.1K +334 +4%
TF
711
Tompkins Financial
New York
$1.58M +$51.4K +301 +3%
EWA
712
Encompass Wealth Advisors
Oregon
$1.57M -$284K -1,665 -15%
EWM
713
Evermay Wealth Management
Virginia
$1.56M -$47.7K -279 -3%
CM
714
Columbus Macro
Pennsylvania
$1.56M -$10.1K -59 -0.6%
CSB
715
City State Bank
Iowa
$1.55M +$42.9K +251 +3%
DWP
716
Destiny Wealth Partners
Florida
$1.55M – – –
FNBT
717
FineMark National Bank & Trust
Florida
$1.54M +$30.4K +178 +2%
KSWA
718
Kathleen S. Wright Associates
Pennsylvania
$1.54M +$191K +1,116 +14%
FI
719
Financial Insights
Washington
$1.53M +$670K +3,917 +78%
CAM
720
Columbia Asset Management
Michigan
$1.53M +$145K +846 +10%
ATC
721
Argent Trust Co
Tennessee
$1.52M -$10.6K -62 -0.7%
FA
722
FDx Advisors
Illinois
$1.52M -$108K -632 -7%
PSF
723
Pacific Sun Financial
California
$1.51M +$7.69K +45 +0.5%
ACI
724
Alpha Cubed Investments
California
$1.51M -$70.1K -410 -4%
RHBC
725
R.H. Bluestein & Co
Michigan
$1.51M -$13.8K -81 -0.9%
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