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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 %
CA
1051
CGN Advisors
Kansas
$507K +$5.81K +33 +1%
FNB
1052
Farmers National Bank
Kentucky
$501K +$17.6K +100 +4%
CPO
1053
Cerity Partners OCIO
New York
$499K +$4.4K +25 +0.9%
Susquehanna International Group
1054
Susquehanna International Group
Pennsylvania
$499K +$499K +2,836 New
SWM
1055
SFG Wealth Management
Maryland
$498K -$35.2K -200 -7%
1SB
1056
1ST Source Bank
Indiana
$496K -$194K -1,100 -28%
RWA
1057
Redmont Wealth Advisors
Illinois
$493K – – –
WCP
1058
Wick Capital Partners
Pennsylvania
$493K +$87K +494 +21%
E
1059
ETFidea
New York
$492K -$13.6K -77 -3%
TWM
1060
Tanager Wealth Management
United Kingdom
$488K – – –
SPWM
1061
Schrum Private Wealth Management
Florida
$488K +$7.4K +42 +2%
BHIA
1062
Birch Hill Investment Advisors
Massachusetts
$486K – – –
FF
1063
Francis Financial
$486K +$486K +2,596 New
T
1064
TCWP
Ohio
$485K -$1.14M -6,486 -70%
BTI
1065
Blue Trust Inc
Georgia
$485K +$485K +2,280 New
MWM
1066
Maripau Wealth Management
Indiana
$480K -$14K -72 -3%
VCM
1067
Vision Capital Management
Oregon
$478K +$147K +835 +44%
SVWAG
1068
Sound View Wealth Advisors Group
Georgia
$477K -$190K -1,077 -28%
COCM
1069
Charter Oak Capital Management
New Hampshire
$477K +$121K +689 +34%
BFG
1070
Bouchey Financial Group
New York
$473K -$176 -1 -0%
BMCM
1071
Bryn Mawr Capital Management
Pennsylvania
$471K +$12.5K +71 +3%
FPCG
1072
Forum Private Client Group
Indiana
$469K +$20.1K +114 +4%
KCM
1073
Kendall Capital Management
Maryland
$468K – – –
KFSC
1074
Keystone Financial Services (Colorado)
Colorado
$468K – – –
OFP
1075
OLIO Financial Planning
Virginia
$467K +$217K +1,235 +87%
41 42
43
44 45