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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
$211M
3
CIAS
CBIZ Investment Advisory Services
Ohio
$53.5M
4
AAS
Annex Advisory Services
Wisconsin
$118M
5
Natixis Advisors
Natixis Advisors
Massachusetts
$60.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.04B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$1.73B
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
CSIA
Charles Schwab Investment Advisory
California
$284M
5
AWA
Aaron Wealth Advisors
Illinois
$736K
Name Holding Trade Value Shares
Change 		Shares
Change %
FFW
51
Fusion Family Wealth
New York
$63.6M +$6.93M +39,333 +12%
Vanguard Group
52
Vanguard Group
Pennsylvania
$60.9M +$6.29M +35,724 +12%
Natixis Advisors
53
Natixis Advisors
Massachusetts
$60.4M +$41.2M +233,881 +214%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$58.9M +$2.89M +16,420 +5%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$58.2M -$4.41M -25,055 -7%
PGFC
56
Peapack-Gladstone Financial Corp
New Jersey
$58.1M +$2.01M +11,415 +4%
KAS
57
Kestra Advisory Services
Texas
$55.1M +$16M +90,580 +41%
RMDI
58
R.M. Davis Inc
Maine
$55.1M +$3.89M +22,113 +8%
BAAM
59
Baker Avenue Asset Management
California
$54.7M -$876K -4,976 -2%
Citigroup
60
Citigroup
New York
$54.4M +$2.57M +14,612 +5%
MML Investors Services
61
MML Investors Services
Massachusetts
$54.3M -$201K -1,142 -0.4%
VCP
62
Vista Capital Partners
Oregon
$54.1M +$55.5K +315 +0.1%
HWA
63
Heartwood Wealth Advisors
Virginia
$53.9M +$1.42M +8,081 +3%
CIAS
64
CBIZ Investment Advisory Services
Ohio
$53.5M +$53.5M +303,853 New
CAM
65
Chandler Asset Management
California
$52.3M -$158K -895 -0.3%
WANY
66
Wealthspire Advisors (New York)
New York
$48.7M +$1.61M +9,165 +3%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$48M -$8.24M -46,786 -15%
TNBTD
68
Trustmark National Bank Trust Department
Mississippi
$47.1M +$185K +1,050 +0.4%
ST
69
Smithfield Trust
Pennsylvania
$45M +$2.2M +12,468 +5%
AssetMark Inc
70
AssetMark Inc
California
$42.2M +$706K +4,009 +2%
CAM
71
Cresset Asset Management
Illinois
$41.9M +$267K +1,535 +0.6%
CFB
72
Cullen/Frost Bankers
Texas
$40.8M +$2.46M +13,980 +6%
WSTAM
73
Wilbanks Smith & Thomas Asset Management
Virginia
$40.3M +$1M +5,694 +3%
CTC
74
Central Trust Company
Missouri
$37.5M -$2.44M -13,866 -6%
Bessemer Group
75
Bessemer Group
New Jersey
$37.4M +$2.09M +11,848 +6%
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