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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 %
1WM
851
1900 Wealth Management
Texas
$966K -$83.2K -487 -8%
MAS
852
Madden Advisory Services
Florida
$965K -$3.42K -20 -0.4%
DWM
853
Defined Wealth Management
Oregon
$965K +$23.6K +138 +3%
SFP
854
Sweet Financial Partners
Minnesota
$957K – – –
FFC
855
First Financial Corp
Indiana
$956K +$186K +1,088 +24%
TA
856
TFG Advisers
Michigan
$954K +$13.3K +78 +1%
CSIC
857
Clifford Swan Investment Counsel
California
$953K – – –
AWA
858
Arete Wealth Advisors
Illinois
$951K -$6.93M -40,583 -88%
TFCP
859
Twin Focus Capital Partners
Massachusetts
$947K -$25.6K -150 -3%
LNWWM
860
Laird Norton Wetherby Wealth Management
California
$943K +$12.1K +71 +1%
FFA
861
Founders Financial Alliance
North Carolina
$942K +$6.66K +39 +0.7%
CSPAM
862
Cary Street Partners Asset Management
Virginia
$941K -$160K -933 -14%
VFA
863
Valeo Financial Advisors
Indiana
$941K -$110K -642 -10%
Neuberger Berman Group
864
Neuberger Berman Group
New York
$941K +$3.25K +19 +0.3%
ZB
865
Zions Bancorporation
Utah
$937K – – –
SL
866
Salomon & Ludwin
Virginia
$937K +$577K +3,377 +160%
CSWM
867
Cassady Schiller Wealth Management
Ohio
$932K -$33.7K -197 -3%
MWP
868
Meridian Wealth Partners
Pennsylvania
$931K -$5.64K -33 -0.6%
LFS
869
Lutz Financial Services
Nebraska
$931K -$4.27K -25 -0.5%
OA
870
Oxbow Advisors
Texas
$931K – – –
KIA
871
KCM Investment Advisors
California
$931K +$39K +228 +4%
SSW
872
Stone Summit Wealth
Florida
$930K +$35.1K +205 +4%
SWM
873
Southern Wealth Management
Texas
$926K +$636K +3,387 +220%
SWA
874
Stratos Wealth Advisors
Ohio
$925K -$1.31M -7,644 -59%
AMM
875
American Money Management
California
$921K -$1.03K -6 -0.1%
33 34
35
36 37