VB icon

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 %
DI
1001
DFPG Investments
Utah
$593K – – –
ECM
1002
Exchange Capital Management
Michigan
$593K – – –
SWM
1003
Stockman Wealth Management
Montana
$593K – – –
FPTW
1004
Franklin, Parlapiano, Turner & Welch
Texas
$589K – – –
HHRDM
1005
H&H Retirement Design & Management
Nevada
$588K +$93.8K +482 +19%
PCIA
1006
Prime Capital Investment Advisors
Kansas
$587K +$288K +1,633 +96%
BFO
1007
Biltmore Family Office
North Carolina
$584K -$29.8K -169 -5%
NWM
1008
Northwest Wealth Management
Iowa
$581K -$36.8K -209 -6%
OIA
1009
Optimum Investment Advisors
Illinois
$578K – – –
BSWA
1010
Bromfield Sneider Wealth Advisors
Massachusetts
$578K +$881 +5 +0.2%
KWM
1011
Kingsview Wealth Management
Oregon
$575K +$58.1K +330 +11%
RWM
1012
Rockwood Wealth Management
Pennsylvania
$575K – – –
PFGIA
1013
Patriot Financial Group Insurance Agency
Massachusetts
$574K -$170K -968 -23%
CI
1014
Chartist Inc
California
$573K -$44.2K -251 -7%
MFA
1015
Mayflower Financial Advisors
Massachusetts
$573K -$104K -593 -15%
BA
1016
Bridgewater Advisors
New York
$566K -$1.94K -11 -0.3%
MIG
1017
McGuire Investment Group
Rhode Island
$566K +$7.04K +40 +1%
ACA
1018
Aptus Capital Advisors
Alabama
$566K +$22.4K +127 +4%
ICG
1019
InterOcean Capital Group
Tennessee
$566K +$387K +2,197 +216%
SF
1020
SBK Financial
Virginia
$563K -$528 -3 -0.1%
NRI
1021
NFP Retirement Inc
California
$562K +$51.8K +294 +10%
CFO
1022
CVA Family Office
Colorado
$561K -$21.1K -120 -4%
TA
1023
TrueWealth Advisors
Alabama
$559K -$1.43M -8,138 -72%
SIA
1024
Soltis Investment Advisors
Utah
$559K -$23.9K -136 -4%
PWM
1025
Penobscot Wealth Management
Maine
$555K +$165K +936 +42%
39 40
41
42 43