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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
+$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 %
GG
1026
Gofen & Glossberg
Illinois
$553K +$880 +5 +0.2%
SEIA
1027
Signature Estate & Investment Advisors
California
$551K -$19.4K -110 -3%
TH
1028
TCTC Holdings
Texas
$550K – – –
FWM
1029
Fingerlakes Wealth Management
New York
$544K -$5.63K -32 -1%
CIAS
1030
Capital Investment Advisory Services
North Carolina
$544K +$7.57K +43 +1%
AMCA
1031
Arthur M. Cohen & Associates
Illinois
$541K +$1.23K +7 +0.2%
JSL
1032
JT Stratford LLC
Georgia
$539K +$9.51K +54 +2%
WAM
1033
WNY Asset Management
New York
$538K -$189K -1,078 -26%
3LCM
1034
3D/L Capital Management
Connecticut
$536K +$15K +85 +3%
EA
1035
Eudaimonia Advisors
Tennessee
$535K -$120K -683 -18%
SFI
1036
SPC Financial Inc
Maryland
$534K -$118K -672 -18%
GSWM
1037
Greenup Street Wealth Management
Michigan
$533K -$402K -2,279 -43%
AGP
1038
Autumn Glory Partners
Texas
$533K – – –
Principal Financial Group
1039
Principal Financial Group
Iowa
$532K +$124K +705 +30%
FIA
1040
Foundations Investment Advisors
Arizona
$529K +$529K +2,971 New
TNB
1041
Thomasville National Bank
Georgia
$528K – – –
IC
1042
Intersect Capital
California
$525K -$88K -500 -14%
HCM
1043
Hall Capital Management
Rhode Island
$525K +$242K +1,374 +85%
MCG
1044
McCollum Christoferson Group
New York
$524K – – –
SIA
1045
Schechter Investment Advisors
Michigan
$521K +$14.8K +84 +3%
KA
1046
Kovack Advisors
Florida
$517K +$6.34K +36 +1%
NG
1047
Northstar Group
New York
$516K -$6.17K -35 -1%
PFM
1048
Parsec Financial Management
North Carolina
$516K +$32.9K +187 +7%
MGWM
1049
Marks Group Wealth Management
Minnesota
$512K +$58.4K +332 +13%
SWM
1050
Selective Wealth Management
Virginia
$508K +$452K +2,567 +812%
40 41
42
43 44