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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 %
GWMIA
776
Global Wealth Management Investment Advisory
Florida
$1.29M -$59K -335 -4%
EAM
777
Evanson Asset Management
California
$1.29M -$139K -790 -10%
HCC
778
Hirtle Callaghan & Co
Pennsylvania
$1.28M -$84.2K -478 -6%
NEGWA
779
New England Guild Wealth Advisors
Connecticut
$1.27M -$131K -745 -9%
FPIS
780
Financial Planning & Information Services
Wisconsin
$1.26M -$23.1K -131 -2%
CCM
781
Chimera Capital Management
New York
$1.26M +$1.26M +7,160 New
VFP
782
Verus Financial Partners
Virginia
$1.24M -$5.86K -31 -0.5%
CCP
783
Clarkston Capital Partners
Michigan
$1.24M – – –
AL
784
ACAS LLC
California
$1.24M +$84.2K +432 +7%
SS
785
Simplicity Solutions
Minnesota
$1.24M -$70.1K -398 -5%
Carson Wealth (CWM LLC)
786
Carson Wealth (CWM LLC)
Nebraska
$1.23M -$298K -1,694 -20%
AW
787
ACG Wealth
Georgia
$1.23M -$115K -654 -9%
BF
788
Brooklyn FI
New York
$1.22M +$1.22M +1,539 New
ODIJL
789
One Day In July LLC
Vermont
$1.22M -$23.6K -134 -2%
PCM
790
Parsons Capital Management
Rhode Island
$1.22M +$6.34K +36 +0.5%
CWA
791
Cornerstone Wealth Advisors
Minnesota
$1.22M -$16K -91 -1%
PIA
792
Pinion Investment Advisors
Kansas
$1.21M +$120K +684 +11%
ESB
793
Essex Savings Bank
Connecticut
$1.2M +$46.7K +265 +4%
FB
794
Fulton Bank
Pennsylvania
$1.19M +$1.06K +6 +0.1%
CFD
795
Creative Financial Designs
Indiana
$1.19M +$246K +1,399 +26%
LPIC
796
LeJeune Puetz Investment Counsel
Michigan
$1.19M +$8.81K +50 +0.7%
WWM
797
Western Wealth Management
Colorado
$1.19M +$68.1K +383 +6%
PCM
798
Passive Capital Management
Maryland
$1.19M – – –
MI
799
Moneywise Inc
Virginia
$1.19M +$10.9K +62 +0.9%
IC
800
IEQ Capital
California
$1.18M -$240K -1,364 -17%
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