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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
$131M
2
CTB
Country Trust Bank
Illinois
$39.6M
3
CSIA
Charles Schwab Investment Advisory
California
$307M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$96.9M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$47.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.22B
2
OWM
Orgel Wealth Management
Wisconsin
$8.5M
3
CIAS
CBIZ Investment Advisory Services
Ohio
$0
4
Wells Fargo
Wells Fargo
California
$710M
5
State Street
State Street
Massachusetts
$94.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
51
Natixis Advisors
Massachusetts
$61.2M +$2.59M +15,160 +4%
FFW
52
Fusion Family Wealth
New York
$60.5M -$18.5M -84,470 -23%
PGFC
53
Peapack-Gladstone Financial Corp
New Jersey
$59.9M +$3.5M +20,492 +6%
RMDI
54
R.M. Davis Inc
Maine
$57.9M +$4.47M +26,126 +8%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$56.7M +$237K +1,386 +0.4%
MML Investors Services
56
MML Investors Services
Massachusetts
$56.7M +$4.04M +23,627 +8%
WANY
57
Wealthspire Advisors (New York)
New York
$55.8M +$8.56M +50,098 +18%
HWA
58
Heartwood Wealth Advisors
Virginia
$54.3M +$1.95M +11,402 +4%
BAAM
59
Baker Avenue Asset Management
California
$53.7M +$656K +3,838 +1%
PAG
60
Private Advisor Group
New Jersey
$53.5M -$13.8M -80,488 -20%
CAM
61
Chandler Asset Management
California
$53M +$2.19M +12,790 +4%
Citigroup
62
Citigroup
New York
$52.9M +$108K +631 +0.2%
VCP
63
Vista Capital Partners
Oregon
$52.6M +$157K +918 +0.3%
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$47.8M +$25.6M +149,515 +115%
TNBTD
65
Trustmark National Bank Trust Department
Mississippi
$46.2M +$503K +2,943 +1%
ST
66
Smithfield Trust
Pennsylvania
$45.8M +$2.1M +12,300 +5%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$44.1M -$2.63M -15,306 -6%
CAM
68
Cresset Asset Management
Illinois
$41.4M +$291K +1,700 +0.7%
CFB
69
Cullen/Frost Bankers
Texas
$41.4M +$1.78M +10,437 +5%
AssetMark Inc
70
AssetMark Inc
California
$41.2M +$209K +1,225 +0.5%
KAS
71
Kestra Advisory Services
Texas
$40.6M -$12.9M -75,457 -24%
WSTAM
72
Wilbanks Smith & Thomas Asset Management
Virginia
$40.5M +$1.38M +8,098 +4%
MW
73
Marcum Wealth
Ohio
$40.3M +$5.98M +34,980 +17%
CTB
74
Country Trust Bank
Illinois
$39.6M +$39.4M +230,512 +21,148%
EH
75
Equitable Holdings
New York
$37.7M +$1.6M +9,363 +4%
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