VB icon

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 %
Luther King Capital Management (LKCM)
751
Luther King Capital Management (LKCM)
Texas
$1.42M -$1.82M – –
GIM
752
Goelzer Investment Management
Indiana
$1.41M +$462K +2,625 +49%
EPP
753
ETF Portfolio Partners
Kansas
$1.41M +$240K +1,364 +21%
National Bank of Canada
754
National Bank of Canada
Quebec, Canada
$1.4M -$117K -666 -8%
FNBOO
755
First National Bank of Omaha
Nebraska
$1.4M -$33.5K -190 -2%
ACIM
756
Azimuth Capital Investment Management
Michigan
$1.4M +$1.4M +7,929 New
SAM
757
Sawgrass Asset Management
Florida
$1.39M – – –
RFN
758
RDA Financial Network
Iowa
$1.39M +$76.3K +433 +6%
KSWA
759
Kathleen S. Wright Associates
Pennsylvania
$1.39M +$307K +1,744 +28%
AMC
760
Asset Management Corp
Illinois
$1.38M +$145K +826 +12%
WP
761
Wealthspan Partners
Iowa
$1.38M -$28K -159 -2%
EA
762
Eclectic Associates
California
$1.38M -$49.1K -279 -3%
SWA
763
Sutton Wealth Advisors
Florida
$1.37M +$6.69K +38 +0.5%
WS
764
Wedbush Securities
California
$1.36M -$133K -757 -9%
DAS
765
Dynamic Advisor Solutions
Arizona
$1.36M +$72.2K +410 +6%
VC
766
Vicus Capital
Pennsylvania
$1.35M -$3.52M -20,011 -72%
JAG
767
Journey Advisory Group
Kentucky
$1.35M +$184K +944 +16%
HFW
768
Horizon Family Wealth
Illinois
$1.34M +$50K +284 +4%
SWM
769
Spire Wealth Management
Virginia
$1.34M -$264K -1,499 -16%
G
770
Gainplan
Michigan
$1.33M +$117K +667 +10%
DSC
771
Duncker Streett & Co
Missouri
$1.33M -$7.93K -45 -0.6%
TFF
772
The Family Firm
Maryland
$1.32M -$12.9K -73 -1%
TI
773
Truepoint Inc
Ohio
$1.32M +$3.17K +18 +0.2%
MMPW
774
Mitchell McLeod Pugh & Williams
Alabama
$1.32M +$57.4K +326 +5%
VC
775
Veery Capital
Delaware
$1.3M -$90K -511 -6%
29 30
31
32 33