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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 %
SOAG
976
Silver Oak Advisory Group
Oregon
$636K -$4.27K -25 -0.7%
GSWM
977
Greenup Street Wealth Management
Michigan
$636K +$119K +699 +23%
BSB
978
Bangor Savings Bank
Maine
$635K -$33.3K -195 -5%
BONH
979
Bank of New Hampshire
New Hampshire
$634K – – –
MHS
980
M Holdings Securities
Oregon
$634K +$42.4K +248 +7%
JWM
981
Jeppson Wealth Management
California
$632K +$256K +1,497 +68%
HS
982
Horan Securities
United States
$630K -$19.1K -112 -3%
ACP
983
Ashfield Capital Partners
California
$630K – – –
BWM
984
BCS Wealth Management
Tennessee
$629K +$629K +3,679 New
CAL
985
Capital Analysts LLC
Pennsylvania
$624K +$387K +2,267 +163%
FPCP
986
Fort Point Capital Partners
California
$622K – – –
National Bank of Canada
987
National Bank of Canada
Quebec, Canada
$612K -$739K -4,356 -55%
WCF
988
West Coast Financial
California
$612K – – –
PCIA
989
Prime Capital Investment Advisors
Kansas
$611K +$41.5K +243 +7%
CGPCS
990
Capital Group Private Client Services
California
$609K +$2.05K +12 +0.3%
RSS
991
Rosenblum Silverman Sutton
California
$608K +$1.37K +8 +0.2%
SWM
992
Spire Wealth Management
Virginia
$606K -$693K -4,056 -53%
RG
993
Rathbones Group
United Kingdom
$600K -$51.2K -300 -8%
BSWA
994
Bromfield Sneider Wealth Advisors
Massachusetts
$600K +$38.8K +227 +7%
EW
995
Enzi Wealth
Texas
$600K +$600K +3,090 New
HSA
996
HBK Sorce Advisory
Pennsylvania
$598K +$291K +1,706 +95%
KFA
997
Kelleher Financial Advisors
New York
$596K +$596K +3,489 New
SFS
998
Strategic Financial Services
New York
$594K +$201K +1,175 +51%
PCM
999
Pennsylvania Capital Management
Pennsylvania
$593K +$171 +1 +0%
MPW
1000
Melone Private Wealth
Michigan
$590K -$2.17K -12 -0.4%
38 39
40
41 42