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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 %
CIA
1026
Capital Investment Advisors
Georgia
$543K -$83K -486 -13%
NRI
1027
NFP Retirement Inc
California
$543K -$1.88K -11 -0.3%
OA
1028
Operose Advisors
Wisconsin
$539K +$512K +2,995 +1,872%
SF
1029
SBK Financial
Virginia
$537K -$9.22K -54 -2%
JSL
1030
JT Stratford LLC
Georgia
$536K +$12.7K +74 +2%
TH
1031
TCTC Holdings
Texas
$534K – – –
SWM
1032
Segment Wealth Management
Texas
$533K -$72.4K -423 -12%
1SB
1033
1ST Source Bank
Indiana
$532K +$50.7K +297 +11%
FIA
1034
Foundations Investment Advisors
Arizona
$530K +$21.9K +128 +4%
ZCM
1035
Ziegler Capital Management
Illinois
$527K -$508K -2,972 -49%
SBH
1036
Segall Bryant & Hamill
Illinois
$527K -$207K -1,210 -28%
AMCA
1037
Arthur M. Cohen & Associates
Illinois
$527K +$1.37K +8 +0.3%
MWM
1038
Modera Wealth Management
New Jersey
$526K -$80.2K -469 -13%
PWM
1039
Penobscot Wealth Management
Maine
$524K -$14.9K -87 -3%
ONB
1040
Old National Bancorp
Indiana
$521K +$165K +963 +46%
SEIA
1041
Signature Estate & Investment Advisors
California
$520K -$15.4K -90 -3%
EA
1042
Eudaimonia Advisors
Tennessee
$520K +$1.37K +8 +0.3%
Principal Financial Group
1043
Principal Financial Group
Iowa
$520K +$4.1K +24 +0.8%
AGP
1044
Autumn Glory Partners
Texas
$518K – – –
SFI
1045
SPC Financial Inc
Maryland
$516K -$1.71K -10 -0.3%
FWM
1046
Fingerlakes Wealth Management
New York
$514K -$14.7K -86 -3%
CIAS
1047
Capital Investment Advisory Services
North Carolina
$514K -$14K -82 -3%
3LCM
1048
3D/L Capital Management
Connecticut
$514K -$6.15K -36 -1%
FNB
1049
Farmers National Bank
Kentucky
$514K +$28.2K +165 +6%
MCG
1050
McCollum Christoferson Group
New York
$508K – – –
40 41
42
43 44