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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 %
IPW
1051
Intergy Private Wealth
Colorado
$505K -$117K -682 -19%
HHRDM
1052
H&H Retirement Design & Management
Nevada
$505K -$17.3K -100 -3%
SIA
1053
Schechter Investment Advisors
Michigan
$505K +$171 +1 +0%
PFM
1054
Parsec Financial Management
North Carolina
$502K +$513 +3 +0.1%
MGWM
1055
Marks Group Wealth Management
Minnesota
$502K +$4.45K +26 +0.9%
AWM
1056
Adams Wealth Management
Utah
$500K +$500K +2,926 New
TPA
1057
Trivium Point Advisory
Connecticut
$496K -$107K -594 -18%
NG
1058
Northstar Group
New York
$492K -$9.25K -54 -2%
CFO
1059
CVA Family Office
Colorado
$489K -$55K -322 -10%
BHWM
1060
Bar Harbor Wealth Management
New Hampshire
$488K +$85.5K +500 +21%
RWA
1061
River Wealth Advisors
Pennsylvania
$484K -$94.7K -554 -16%
TA
1062
TrueWealth Advisors
Alabama
$483K -$60.2K -352 -11%
RWA
1063
Redmont Wealth Advisors
Illinois
$479K – – –
CA
1064
CGN Advisors
Kansas
$477K -$15.2K -89 -3%
TNB
1065
Thomasville National Bank
Georgia
$476K -$36.2K -212 -7%
SPWM
1066
Schrum Private Wealth Management
Florida
$476K +$2.22K +13 +0.5%
KL
1067
KWMG LLC
Kansas
$475K +$50.4K +295 +12%
BHIA
1068
Birch Hill Investment Advisors
Massachusetts
$472K – – –
MPW
1069
MGO Private Wealth
California
$471K +$471K +2,753 New
E
1070
ETFidea
New York
$469K -$8.55K -50 -2%
RMCM
1071
Reynders McVeigh Capital Management
Massachusetts
$468K +$44.1K +258 +10%
WTFG
1072
Wells Trecaso Financial Group
Ohio
$468K +$73.2K +428 +19%
VCM
1073
Vision Capital Management
Oregon
$464K – – –
SVWAG
1074
Sound View Wealth Advisors Group
Georgia
$464K +$1.03K +6 +0.2%
KA
1075
Kovack Advisors
Florida
$460K -$42.2K -247 -8%
41 42
43
44 45