VB icon

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 %
XF
951
XML Financial
Maryland
$699K +$342 +2 +0%
HWA
952
Heritage Wealth Advisors
Virginia
$694K – – –
CCMD
953
Cypress Capital Management (Delaware)
Delaware
$694K -$855 -5 -0.1%
WFA
954
Websterrogers Financial Advisors
South Carolina
$693K +$8.38K +49 +1%
SSWM
955
Smith Salley Wealth Management
North Carolina
$693K +$86.8K +508 +14%
NGA
956
Naples Global Advisors
Florida
$691K – – –
LWMNY
957
Landmark Wealth Management (New York)
New York
$682K +$682K +3,993 New
BFA
958
Beacon Financial Advisory
Ohio
$681K -$83.2K -487 -11%
HWM
959
Hohimer Wealth Management
Washington
$678K – – –
KAM
960
KEB Asset Management
Illinois
$675K -$78.5K -459 -10%
LCM
961
Logan Capital Management
Pennsylvania
$675K – – –
KWM
962
Kingsview Wealth Management
Oregon
$674K +$116K +681 +21%
CPSAC
963
Chas P. Smith & Associates (CPS)
Florida
$669K – – –
RCG
964
Regatta Capital Group
California
$666K – – –
HIA
965
Harbor Investment Advisory
Maryland
$666K +$855 +5 +0.1%
AWA
966
Aaron Wealth Advisors
Illinois
$663K -$51.6K -302 -7%
SWM
967
SeaCrest Wealth Management
New York
$663K +$39.5K +231 +6%
LDB
968
Lee, Danner & Bass
Tennessee
$661K -$34.2K -200 -5%
TP
969
Tranquility Partners
Tennessee
$660K -$19.3K -113 -3%
RA
970
RFG Advisory
Alabama
$659K +$99.4K +536 +18%
SEP
971
Southland Equity Partners
Missouri
$658K -$25.5K -149 -4%
BC
972
Brio Consultants
California
$652K +$652K +3,643 New
SXL
973
Summit X LLC
Missouri
$647K +$407K +2,336 +169%
TC
974
TAP Consulting
Missouri
$643K -$32.2K -188 -5%
TWM
975
Trevian Wealth Management
Massachusetts
$643K +$342 +2 +0.1%
37 38
39
40 41