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 %
DI
1001
DFPG Investments
Utah
$590K – – –
GG
1002
Gofen & Glossberg
Illinois
$588K +$51.2K +300 +10%
SDWMA
1003
Schneider Downs Wealth Management Advisors
Pennsylvania
$584K – – –
MFA
1004
Mayflower Financial Advisors
Massachusetts
$584K +$27.9K +163 +5%
ECM
1005
Exchange Capital Management
Michigan
$581K +$5.13K +30 +0.9%
WIP
1006
WealthCare Investment Partners
Rhode Island
$580K -$16.9K -99 -3%
TC
1007
TownSquare Capital
Utah
$578K +$135K +788 +30%
CAI
1008
Capital Advisors Inc
Oklahoma
$577K +$203K +1,175 +54%
SWM
1009
Stockman Wealth Management
Montana
$576K – – –
FPTW
1010
Franklin, Parlapiano, Turner & Welch
Texas
$572K – – –
SIA
1011
Soltis Investment Advisors
Utah
$572K +$29.4K +172 +5%
SAM
1012
SignalPoint Asset Management
Missouri
$569K -$19.1K -112 -3%
BFO
1013
Biltmore Family Office
North Carolina
$567K – – –
RC
1014
RegentAtlantic Capital
New Jersey
$566K -$172K -1,009 -23%
Citadel Advisors
1015
Citadel Advisors
Florida
$566K +$566K +3,310 New
BBHC
1016
Brown Brothers Harriman & Co
New York
$564K +$180K +1,054 +47%
MPCG
1017
Matrix Private Capital Group
New York
$562K -$154K -899 -21%
MWM
1018
Maripau Wealth Management
Indiana
$562K +$98.8K +526 +21%
MIG
1019
McGuire Investment Group
Rhode Island
$561K +$11.4K +67 +2%
AC
1020
Abbrea Capital
California
$560K -$15.4K -90 -3%
OIA
1021
Optimum Investment Advisors
Illinois
$560K -$1.2K -7 -0.2%
NWM
1022
Northwest Wealth Management
Iowa
$555K -$8.89K -52 -2%
HCM
1023
Hall Capital Management
Rhode Island
$555K +$45.6K +267 +9%
RWM
1024
Rockwood Wealth Management
Pennsylvania
$555K -$2.91K -17 -0.5%
CPO
1025
Cerity Partners OCIO
New York
$552K +$67.5K +395 +14%
39 40
41
42 43