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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 %
CPA
851
Cardiff Park Advisors
California
$999K +$2.82K +16 +0.3%
FCC
852
Flower City Capital
New York
$999K +$382K +2,171 +62%
MAS
853
Madden Advisory Services
Florida
$998K -$58.6K -333 -6%
CSWM
854
Cassady Schiller Wealth Management
Ohio
$995K -$833K -4,730 -46%
SFP
855
Sweet Financial Partners
Minnesota
$987K – – –
CSIC
856
Clifford Swan Investment Counsel
California
$982K -$176 -1 -0%
MSS
857
Mitchell Sinkler & Starr
Pennsylvania
$981K -$6.17K -35 -0.6%
WP
858
WMS Partners
Maryland
$976K -$881 -5 -0.1%
DWM
859
Defined Wealth Management
Oregon
$970K -$30.3K -172 -3%
TA
860
TFG Advisers
Michigan
$969K -$8.98K -51 -0.9%
Neuberger Berman Group
861
Neuberger Berman Group
New York
$966K +$3.7K +21 +0.4%
ZB
862
Zions Bancorporation
Utah
$965K -$857K -4,868 -47%
MWP
863
Meridian Wealth Partners
Pennsylvania
$965K +$19.4K +110 +2%
PCG
864
Private Capital Group
Connecticut
$964K -$2.82M -16,034 -75%
FFA
865
Founders Financial Alliance
North Carolina
$964K -$239K -1,357 -20%
LFS
866
Lutz Financial Services
Nebraska
$964K +$964K +5,472 New
OSAM
867
O'Shaughnessy Asset Management
Connecticut
$961K +$204K +1,160 +27%
OA
868
Oxbow Advisors
Texas
$960K -$20.8K -118 -2%
LNWWM
869
Laird Norton Wetherby Wealth Management
California
$959K +$81.9K +465 +9%
BFIM
870
Beese Fulmer Investment Management
Ohio
$957K +$59.5K +338 +7%
VIM
871
Vista Investment Management
Pennsylvania
$954K +$69.9K +397 +8%
AMM
872
American Money Management
California
$950K -$117K -667 -11%
ACM
873
Armbruster Capital Management
New York
$948K -$32.8K -186 -3%
PIFP
874
Partners in Financial Planning
Virginia
$943K +$977 +5 +0.1%
PFSC
875
Peoples Financial Services Corp
Pennsylvania
$929K +$174K +989 +23%
33 34
35
36 37