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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
+$66.9M
2
CTB
Country Trust Bank
Illinois
+$39.4M
3
CSIA
Charles Schwab Investment Advisory
California
+$31.1M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$27.9M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$25.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$703M
2
OWM
Orgel Wealth Management
Wisconsin
-$188M
3
CIAS
CBIZ Investment Advisory Services
Ohio
-$53.5M
4
Wells Fargo
Wells Fargo
California
-$48M
5
State Street
State Street
Massachusetts
-$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFP
776
Verus Financial Partners
Virginia
$1.22M +$32.7K +181 +3%
FPIS
777
Financial Planning & Information Services
Wisconsin
$1.22M -$7.86K -46 -0.6%
WP
778
WMS Partners
Maryland
$1.21M +$260K +1,523 +27%
YIH
779
Y-Intercept (HK)
Hong Kong
$1.2M +$1.2M +7,047 New
CCP
780
Clarkston Capital Partners
Michigan
$1.2M – – –
LPIC
781
LeJeune Puetz Investment Counsel
Michigan
$1.2M +$42.7K +250 +4%
NEPWA
782
New England Private Wealth Advisors
Massachusetts
$1.19M -$171K -1,002 -13%
ODIJL
783
One Day In July LLC
Vermont
$1.19M +$5.81K +34 +0.5%
PCM
784
Parsons Capital Management
Rhode Island
$1.19M +$4.79K +28 +0.4%
RBC
785
Romano Brothers & Co
Illinois
$1.19M +$1.19M +6,936 New
BC
786
Barrett & Company
Rhode Island
$1.18M +$1.18M +6,432 New
AP
787
Adero Partners
California
$1.18M +$949K +5,302 +417%
Carson Wealth (CWM LLC)
788
Carson Wealth (CWM LLC)
Nebraska
$1.18M -$16.6K -97 -1%
B
789
Brightworth
Georgia
$1.17M +$375K +2,195 +47%
KF
790
Krilogy Financial
Missouri
$1.16M +$319K +1,866 +38%
MI
791
Moneywise Inc
Virginia
$1.16M +$13.8K +81 +1%
VC
792
Veery Capital
Delaware
$1.16M -$97.1K -568 -8%
ES
793
Eagle Strategies
New York
$1.16M +$368K +2,152 +46%
NEGWA
794
New England Guild Wealth Advisors
Connecticut
$1.16M -$78.5K -459 -6%
PTC
795
Private Trust Company
Ohio
$1.16M +$169K +989 +17%
PAM
796
Peak Asset Management
Colorado
$1.16M +$154K +903 +15%
PCM
797
Passive Capital Management
Maryland
$1.15M – – –
ESB
798
Essex Savings Bank
Connecticut
$1.15M -$17.1K -100 -1%
LNWTC
799
Laird Norton Wetherby Trust Company
Washington
$1.14M +$535K +3,130 +88%
TFF
800
The Family Firm
Maryland
$1.14M -$140K -821 -11%
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