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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
+$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 %
PSF
726
Pacific Sun Financial
California
$1.55M +$83.1K +472 +6%
MFA
727
McClarren Financial Advisors
Pennsylvania
$1.55M -$7.53M -42,807 -83%
TFM
728
TFC Financial Management
Massachusetts
$1.54M +$113K +640 +8%
SC
729
Scotia Capital
Ontario, Canada
$1.54M +$72.4K +411 +5%
SFG
730
StrategIQ Financial Group
Indiana
$1.53M -$8.8K -50 -0.6%
GAM
731
Grandview Asset Management
Pennsylvania
$1.51M -$84.3K -479 -5%
GA
732
GFS Advisors
Texas
$1.51M +$1.51M +8,570 New
WEG
733
World Equity Group
Illinois
$1.51M +$80.1K +455 +6%
CWM
734
Cahill Wealth Management
Michigan
$1.5M -$281K -1,595 -16%
AC
735
Apella Capital
Connecticut
$1.5M -$37.9K -215 -2%
CTA
736
Colonial Trust Advisors
South Carolina
$1.5M +$104K +588 +7%
IAN
737
Integrated Advisors Network
Texas
$1.49M -$80.5K -457 -5%
FT
738
Fiduciary Trust
Massachusetts
$1.48M +$9.51K +54 +0.6%
WP
739
WealthSource Partners
California
$1.47M -$140K -797 -9%
TCA
740
Transcend Capital Advisors
New Jersey
$1.47M -$51.6K -293 -3%
AIM
741
Anchor Investment Management
South Carolina
$1.47M -$5.81K -33 -0.4%
IRAG
742
Investment Research & Advisory Group
Georgia
$1.45M +$658K +3,739 +83%
IA
743
IFG Advisory
Georgia
$1.45M +$17.4K +99 +1%
AWM
744
Avior Wealth Management
Nebraska
$1.45M -$38.3K -220 -3%
RPCONE
745
Retirement Planning Company of New England
Rhode Island
$1.44M +$35.2K +200 +3%
STA
746
Summit Trail Advisors
New York
$1.43M -$19.2K -109 -1%
AAM
747
Ameraudi Asset Management
New York
$1.43M +$124K +704 +9%
CAM
748
Columbia Asset Management
Michigan
$1.43M +$1.43M +8,111 New
SC
749
Schoolcraft Capital
Colorado
$1.42M -$13.6K -77 -0.9%
MCWS
750
McKinley Carter Wealth Services
West Virginia
$1.42M -$26.6K -151 -2%
28 29
30
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