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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 %
SS
801
Simplicity Solutions
Minnesota
$1.14M -$56.4K -330 -5%
AW
802
ACG Wealth
Georgia
$1.14M -$51.3K -300 -4%
MSS
803
Mitchell Sinkler & Starr
Pennsylvania
$1.14M +$184K +1,075 +19%
FB
804
Fulton Bank
Pennsylvania
$1.13M -$30.9K -181 -3%
JAG
805
Journey Advisory Group
Kentucky
$1.12M -$63.7K -373 -5%
CWA
806
Cornerstone Wealth Advisors
Minnesota
$1.12M -$57.4K -336 -5%
DP
807
Denver PWM
Colorado
$1.12M +$103K +587 +10%
BWP
808
BSW Wealth Partners
Colorado
$1.12M -$7.01K -41 -0.6%
API
809
Advisor Partners II
California
$1.12M +$1.12M +6,537 New
LPP
810
Life Planning Partners
Florida
$1.11M +$40K +234 +4%
EAM
811
Evanson Asset Management
California
$1.11M -$144K -842 -11%
BWM
812
Baystate Wealth Management
Massachusetts
$1.11M -$11.5K -67 -1%
CIC
813
Carnegie Investment Counsel
Ohio
$1.11M +$15.2K +89 +1%
RIM
814
Rockbridge Investment Management
New York
$1.1M +$61K +357 +6%
JA
815
JVL Associates
Michigan
$1.1M +$1.1M +6,449 New
SC
816
SouthState Corp
Florida
$1.09M -$9.06K -53 -0.8%
QCG
817
Quadrant Capital Group
Ohio
$1.09M +$76.9K +450 +8%
GJIC
818
Gamble Jones Investment Counsel
California
$1.09M – – –
SSWG
819
Seven Springs Wealth Group
Tennessee
$1.08M -$4.62K -27 -0.4%
SWM
820
Silverlake Wealth Management
Vermont
$1.08M -$1.37K -8 -0.1%
TWA
821
TCI Wealth Advisors
Arizona
$1.08M -$10.1K -59 -0.9%
BFIM
822
Beese Fulmer Investment Management
Ohio
$1.06M +$135K +789 +15%
LC
823
Lindbrook Capital
California
$1.06M -$54.5K -319 -5%
HCC
824
Hirtle Callaghan & Co
Pennsylvania
$1.06M -$185K -1,081 -15%
VFIC
825
Valley Forge Investment Consultants
Pennsylvania
$1.06M +$298K +1,742 +39%
31 32
33
34 35