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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 %
ZF
901
Zhang Financial
Michigan
$833K +$9.15K +52 +1%
ORC
902
O'Rourke & Company
Massachusetts
$831K -$24.7K -140 -3%
AAMC
903
Asset Allocation & Management Company
Illinois
$828K – – –
MBT
904
Montecito Bank & Trust
California
$821K +$343K +1,950 +72%
RW
905
Rede Wealth
Virginia
$819K +$819K +4,653 New
SFS
906
Security Financial Services
Indiana
$817K -$45.1K -256 -5%
LA
907
LexAurum Advisors
Kansas
$817K +$55.8K +317 +7%
ES
908
Eagle Strategies
New York
$816K -$15K -85 -2%
B
909
Brightworth
Georgia
$814K +$282K +1,604 +53%
SCM
910
Spreng Capital Management
Ohio
$813K -$51.2K -282 -6%
VFG
911
V2 Financial group
Illinois
$811K +$352 +2 +0%
BBNB
912
Baker Boyer National Bank
Washington
$811K +$80.3K +456 +11%
BIA
913
Bell Investment Advisors
California
$807K +$807K +4,581 New
WFAG
914
Wescott Financial Advisory Group
Pennsylvania
$806K -$170K -966 -17%
SIC
915
Sigma Investment Counselors
Michigan
$802K -$40.1K -228 -5%
CMBA
916
C.M. Bidwell & Associates
Hawaii
$799K -$227K -1,287 -22%
SFA
917
Souders Financial Advisors
Ohio
$799K -$9.69K -55 -1%
FFC
918
First Financial Corp
Indiana
$793K +$430K +2,441 +118%
AAM
919
Aureus Asset Management
Massachusetts
$792K – – –
AMR
920
Asset Management Resources
Massachusetts
$791K -$76.6K -435 -9%
LWM
921
Lyell Wealth Management
California
$790K +$119K +675 +18%
BFA
922
Beacon Financial Advisory
Ohio
$788K +$2.29K +13 +0.3%
VFIC
923
Valley Forge Investment Consultants
Pennsylvania
$784K +$44K +250 +6%
AWM
924
Aspire Wealth Management
Massachusetts
$777K -$55.3K -314 -7%
KAM
925
KEB Asset Management
Illinois
$776K +$132K +747 +20%
35 36
37
38 39