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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
$131M
2
CTB
Country Trust Bank
Illinois
$39.6M
3
CSIA
Charles Schwab Investment Advisory
California
$307M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$96.9M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$47.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.22B
2
OWM
Orgel Wealth Management
Wisconsin
$8.5M
3
CIAS
CBIZ Investment Advisory Services
Ohio
$0
4
Wells Fargo
Wells Fargo
California
$710M
5
State Street
State Street
Massachusetts
$94.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAI
76
Pittenger & Anderson Inc
Nebraska
$36M +$916K +5,358 +3%
AAS
77
Avantax Advisory Services
Texas
$35.9M +$3.58M +20,952 +11%
CTC
78
Central Trust Company
Missouri
$35.9M -$546K -3,192 -1%
TFS
79
TrustCore Financial Services
Tennessee
$35M +$2.99M +17,471 +9%
Bessemer Group
80
Bessemer Group
New Jersey
$33.9M -$2.4M -14,025 -7%
AT
81
American Trust
Kentucky
$33.2M +$371K +2,173 +1%
EIG
82
Ellenbecker Investment Group
Wisconsin
$32.5M +$976K +5,711 +3%
GC
83
Garde Capital
Washington
$32.2M +$196K +1,148 +0.6%
UCFA
84
United Capital Financial Advisors
Texas
$32M +$1.02M +5,977 +3%
CFG
85
Citizens Financial Group
Rhode Island
$31.6M +$477K +2,789 +2%
MMA
86
Miracle Mile Advisors
California
$31.5M +$1.93M +11,282 +7%
MECA
87
Miller Equity Capital Advisors
Texas
$31.5M +$13.2M +77,493 +73%
TTWM
88
TCV Trust & Wealth Management
Virginia
$30.6M +$718K +4,201 +2%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$30.5M -$177K -1,037 -0.6%
AAM
90
Autus Asset Management
Arizona
$30.1M -$387K -2,264 -1%
AFAS
91
Acorn Financial Advisory Services
Virginia
$29.7M +$1.09M +6,366 +4%
MG
92
MilWealth Group
Wisconsin
$27.3M +$1.48M +8,632 +6%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$27.3M -$2.62M -15,319 -9%
HIMC
94
Heritage Investors Management Corp
Maryland
$26.9M -$181K -1,059 -0.7%
JFGLC
95
Johnson Financial Group LLC (Colorado)
Colorado
$26.7M -$5.57M -32,599 -17%
Legacy Financial Group (Iowa)
96
Legacy Financial Group (Iowa)
Iowa
$26.2M +$202K +1,183 +0.8%
MGIA
97
Moneta Group Investment Advisors
Missouri
$25.7M +$896K +5,242 +4%
EI
98
Ellevest Inc
New York
$25.2M +$1.31M +7,686 +6%
AA
99
Aufman Associates
Pennsylvania
$24.5M -$115K -674 -0.5%
NA
100
NewEdge Advisors
Louisiana
$23.9M +$7.59M +44,430 +47%
2 3
4
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