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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 %
WFA
951
Websterrogers Financial Advisors
South Carolina
$705K -$191K -1,083 -21%
SEP
952
Southland Equity Partners
Missouri
$705K +$8.98K +51 +1%
TP
953
Tranquility Partners
Tennessee
$700K -$85.4K -485 -11%
HWM
954
Hohimer Wealth Management
Washington
$699K – – –
EFG
955
Everhart Financial Group
Ohio
$698K -$19.5K -111 -3%
BWCS
956
Beirne Wealth Consulting Services
Connecticut
$698K +$182K +1,031 +35%
RA
957
Rodgers & Associates
Pennsylvania
$697K -$192K -1,090 -22%
TC
958
TAP Consulting
Missouri
$695K -$23.6K -134 -3%
LCM
959
Logan Capital Management
Pennsylvania
$695K +$1.76K +10 +0.3%
BSB
960
Bangor Savings Bank
Maine
$689K – – –
CPSAC
961
Chas P. Smith & Associates (CPS)
Florida
$689K +$2.82K +16 +0.4%
Lido Advisors
962
Lido Advisors
California
$688K -$93.4K -531 -12%
HIA
963
Harbor Investment Advisory
Maryland
$685K +$81.7K +464 +14%
HS
964
Horan Securities
United States
$680K +$436K +2,435 +179%
DI
965
DAGCO Inc
Ohio
$678K +$313K +1,778 +86%
RG
966
Rathbones Group
United Kingdom
$672K – – –
RCG
967
Regatta Capital Group
California
$666K – – –
TWM
968
Trevian Wealth Management
Massachusetts
$662K +$881 +5 +0.1%
TWP
969
Total Wealth Planning
Ohio
$662K +$57.3K +325 +9%
SOAG
970
Silver Oak Advisory Group
Oregon
$660K -$9.33K -53 -1%
BS
971
Boenning & Scattergood
Pennsylvania
$659K +$201K +1,140 +44%
BONH
972
Bank of New Hampshire
New Hampshire
$654K -$1.76K -10 -0.3%
ACP
973
Ashfield Capital Partners
California
$650K -$3.88K -22 -0.6%
CIA
974
Capital Investment Advisors
Georgia
$645K -$182K -1,035 -22%
GWM
975
Geneos Wealth Management
Colorado
$643K -$15.7K -88 -2%
37 38
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