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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 %
LWM
926
Lyell Wealth Management
California
$767K – – –
FLA
927
Financial Life Advisors
Texas
$763K +$173K +1,010 +29%
AFG
928
Allegheny Financial Group
Pennsylvania
$760K +$28.7K +168 +4%
ORC
929
O'Rourke & Company
Massachusetts
$758K -$47.7K -279 -6%
SF
930
Safeguard Financial
Wisconsin
$753K -$87.3K -511 -10%
BF
931
Brooklyn FI
New York
$744K +$481K +2,817 +183%
EBA
932
Eagle Bay Advisors
New York
$740K -$105K -615 -12%
AWM
933
Aspire Wealth Management
Massachusetts
$739K -$14.5K -85 -2%
LW
934
Libra Wealth
California
$739K +$487K +2,853 +194%
AMR
935
Asset Management Resources
Massachusetts
$738K -$30.1K -176 -4%
DSA
936
Droms Strauss Advisors
Missouri
$737K -$13.1K -77 -2%
EFG
937
Everhart Financial Group
Ohio
$737K +$59.6K +349 +9%
BOM
938
Bank of Marin
California
$735K – – –
ACA
939
Aptus Capital Advisors
Alabama
$735K +$185K +1,082 +34%
RCA
940
Rex Capital Advisors
Rhode Island
$727K – – –
PFGIA
941
Patriot Financial Group Insurance Agency
Massachusetts
$727K +$170K +996 +31%
TCM
942
Traynor Capital Management
Pennsylvania
$724K -$22.5K -132 -3%
NCM
943
Northwest Capital Management
Oregon
$724K – – –
MC
944
Montag & Caldwell
Georgia
$721K -$144K -845 -17%
RWM
945
Ritholtz Wealth Management
New York
$719K +$326K +1,908 +83%
IIC
946
Integrated Investment Consultants
Michigan
$718K +$9.58K +56 +1%
SCM
947
Spreng Capital Management
Ohio
$711K -$22.8K -139 -3%
RVPG
948
Relative Value Partners Group
$710K +$710K +4,155 New
SNBOSD
949
Security National Bank of So Dak
Iowa
$707K +$10.3K +60 +1%
BCP
950
Berkeley Capital Partners
Georgia
$703K +$5.64K +33 +0.8%
36 37
38
39 40