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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 %
CCM
901
Covington Capital Management
California
$843K – – –
AWM
902
Axxcess Wealth Management
California
$838K +$2.39K +14 +0.3%
FAB
903
First American Bank
Illinois
$838K +$18.8K +110 +2%
LA
904
LexAurum Advisors
Kansas
$829K +$36.2K +212 +5%
DI
905
DAGCO Inc
Ohio
$829K +$171K +999 +26%
OFG
906
Oxford Financial Group
Indiana
$828K -$342 -2 -0%
RCA
907
Ranch Capital Advisors
Florida
$823K +$3.59K +21 +0.4%
RA
908
Rodgers & Associates
Pennsylvania
$822K +$145K +851 +22%
SG
909
Somerset Group
Minnesota
$820K – – –
DFC
910
DBK Financial Counsel
Ohio
$819K -$64.6K -378 -7%
SFS
911
Security Financial Services
Indiana
$813K +$19.7K +115 +2%
HWP
912
Highline Wealth Partners
California
$811K +$811K +4,745 New
PMG
913
ProVise Management Group
Florida
$809K -$45.5K -266 -5%
WCP
914
Wick Capital Partners
Pennsylvania
$809K +$331K +1,934 +69%
HKIMG
915
Hutchens & Kramer Investment Management Group
Indiana
$807K -$104K -593 -11%
AAMC
916
Asset Allocation & Management Company
Illinois
$803K – – –
SIC
917
Sigma Investment Counselors
Michigan
$800K +$21.9K +128 +3%
FCM
918
Fortis Capital Management
Washington
$800K +$77.6K +454 +11%
VFG
919
V2 Financial group
Illinois
$787K +$171 +1 +0%
BBNB
920
Baker Boyer National Bank
Washington
$787K – – –
RW
921
REDW Wealth
New Mexico
$785K -$56.8K -332 -7%
SFA
922
Souders Financial Advisors
Ohio
$785K +$9.58K +56 +1%
WFAG
923
Wescott Financial Advisory Group
Pennsylvania
$784K +$1.71K +10 +0.2%
NSIM
924
North Star Investment Management
Illinois
$776K +$27.5K +161 +4%
AAM
925
Aureus Asset Management
Massachusetts
$769K – – –
35 36
37
38 39