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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 %
DSA
926
Droms Strauss Advisors
Missouri
$775K -$3.35K -19 -0.4%
NSIM
927
North Star Investment Management
Illinois
$772K +$32.1K +182 +4%
TCM
928
Traynor Capital Management
Pennsylvania
$770K +$7.22K +41 +0.9%
BFC
929
Bedel Financial Consulting
Indiana
$764K +$207K +1,175 +37%
RC
930
RegentAtlantic Capital
New Jersey
$761K -$18.5K -105 -2%
SBH
931
Segall Bryant & Hamill
Illinois
$758K -$21.7K -123 -3%
BOM
932
Bank of Marin
California
$757K -$12K -68 -2%
AFG
933
Allegheny Financial Group
Pennsylvania
$754K +$196K +1,114 +35%
RCA
934
Rex Capital Advisors
Rhode Island
$749K – – –
WWA
935
WCG Wealth Advisors
Nevada
$749K +$749K +4,253 New
NCM
936
Northwest Capital Management
Oregon
$745K -$49.1K -279 -6%
FCM
937
Fortis Capital Management
Washington
$744K +$744K +4,225 New
TCOV
938
Trust Company of Vermont
Vermont
$739K +$3.52K +20 +0.5%
MPCG
939
Matrix Private Capital Group
New York
$738K -$3K -17 -0.4%
AWA
940
Aaron Wealth Advisors
Illinois
$736K -$108M -612,978 -99%
CWS
941
Confluence Wealth Services
Pennsylvania
$736K +$736K +3,648 New
IIC
942
Integrated Investment Consultants
Michigan
$730K -$112K -635 -13%
XF
943
XML Financial
Maryland
$719K -$18.1K -103 -2%
BCP
944
Berkeley Capital Partners
Georgia
$719K +$13.9K +79 +2%
SNBOSD
945
Security National Bank of So Dak
Iowa
$718K +$56.7K +322 +9%
LDB
946
Lee, Danner & Bass
Tennessee
$717K -$1.41K -8 -0.2%
CCMD
947
Cypress Capital Management (Delaware)
Delaware
$716K -$21.1K -120 -3%
HWA
948
Heritage Wealth Advisors
Virginia
$715K – – –
PO
949
Private Ocean
California
$714K -$13.5K -77 -2%
NGA
950
Naples Global Advisors
Florida
$712K – – –
36 37
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