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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 %
HKIMG
876
Hutchens & Kramer Investment Management Group
Indiana
$926K -$21.6K -121 -2%
SCA
877
Stillwater Capital Advisors
Pennsylvania
$924K -$17.6K -100 -2%
SSW
878
Stone Summit Wealth
Florida
$922K +$37.5K +213 +4%
KIA
879
KCM Investment Advisors
California
$919K -$50.6K -287 -5%
GCL
880
Gouws Capital LLC
North Carolina
$916K +$87.2K +495 +11%
PA
881
Probity Advisors
Texas
$910K – – –
DFC
882
DBK Financial Counsel
Ohio
$910K +$47K +267 +5%
MC
883
Montag & Caldwell
Georgia
$892K +$591K +3,357 +197%
SHFA
884
SC&H Financial Advisors
Maryland
$890K +$29.8K +169 +3%
FI
885
Financial Insights
Washington
$888K -$76.2K -433 -8%
JCM
886
Jag Capital Management
Missouri
$884K -$258K -1,462 -23%
PMG
887
ProVise Management Group
Florida
$880K -$29.8K -169 -3%
DFA
888
Delta Financial Advisors
Louisiana
$873K +$1.06K +6 +0.1%
KF
889
Krilogy Financial
Missouri
$871K -$14.4K -82 -2%
EBA
890
Eagle Bay Advisors
New York
$871K +$109K +618 +14%
CCM
891
Covington Capital Management
California
$869K -$217K -1,231 -20%
SFP
892
Strategic Financial Partners
Oregon
$868K +$44.9K +255 +5%
RW
893
REDW Wealth
New Mexico
$867K -$32K -182 -4%
SF
894
Safeguard Financial
Wisconsin
$865K +$107K +606 +14%
AWM
895
Axxcess Wealth Management
California
$861K +$529 +3 +0.1%
OFG
896
Oxford Financial Group
Indiana
$853K – – –
SG
897
Somerset Group
Minnesota
$845K -$7.39K -42 -0.9%
RCA
898
Ranch Capital Advisors
Florida
$844K -$687K -3,899 -45%
FAB
899
First American Bank
Illinois
$844K +$15.7K +89 +2%
RRA
900
Round Rock Advisors
Connecticut
$835K -$37K -210 -4%
34 35
36
37 38