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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
$211M
3
CIAS
CBIZ Investment Advisory Services
Ohio
$53.5M
4
AAS
Annex Advisory Services
Wisconsin
$118M
5
Natixis Advisors
Natixis Advisors
Massachusetts
$60.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.04B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$1.73B
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
CSIA
Charles Schwab Investment Advisory
California
$284M
5
AWA
Aaron Wealth Advisors
Illinois
$736K
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
76
Equitable Holdings
New York
$37.2M +$3.36M +19,053 +10%
PAI
77
Pittenger & Anderson Inc
Nebraska
$36.1M +$1.69M +9,621 +5%
MW
78
Marcum Wealth
Ohio
$35.3M +$53.9K +306 +0.2%
AT
79
American Trust
Kentucky
$33.8M +$806K +4,579 +2%
AAS
80
Avantax Advisory Services
Texas
$33.3M +$747K +4,239 +2%
JFGLC
81
Johnson Financial Group LLC (Colorado)
Colorado
$33.3M +$825K +4,684 +3%
TFS
82
TrustCore Financial Services
Tennessee
$32.9M +$200K +1,134 +0.6%
GC
83
Garde Capital
Washington
$32.9M +$1.54M +8,758 +5%
EIG
84
Ellenbecker Investment Group
Wisconsin
$32.5M +$2.77M +15,745 +9%
CFG
85
Citizens Financial Group
Rhode Island
$32M +$1.13M +6,392 +4%
UCFA
86
United Capital Financial Advisors
Texas
$31.9M -$521K -2,960 -2%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$31.6M +$414K +2,352 +1%
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$31.5M +$340K +1,894 +1%
AAM
89
Autus Asset Management
Arizona
$31.4M -$390K -2,216 -1%
TTWM
90
TCV Trust & Wealth Management
Virginia
$30.8M +$850K +4,826 +3%
MMA
91
Miracle Mile Advisors
California
$30.4M +$1.46M +8,298 +5%
AFAS
92
Acorn Financial Advisory Services
Virginia
$29.4M +$1.12M +6,378 +4%
VWM
93
Venturi Wealth Management
Texas
$28.5M +$27.7M +157,136 +3,268%
HIMC
94
Heritage Investors Management Corp
Maryland
$27.9M -$107K -607 -0.4%
Legacy Financial Group (Iowa)
95
Legacy Financial Group (Iowa)
Iowa
$26.8M +$745K +4,232 +3%
HSBC Holdings
96
HSBC Holdings
United Kingdom
$26.7M +$828K +4,699 +3%
MG
97
MilWealth Group
Wisconsin
$26.7M -$397K -2,255 -1%
FWM
98
Frontier Wealth Management
Missouri
$25.6M +$25.6M +145,598 New
MGIA
99
Moneta Group Investment Advisors
Missouri
$25.6M +$6.81M +38,657 +36%
VWA
100
Visionary Wealth Advisors
Illinois
$25.5M +$2.15M +12,204 +9%
2 3
4
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