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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 %
SIM
1101
Stratos Investment Management
Ohio
$427K +$704 +4 +0.2%
VNA
1102
Valley National Advisers
Pennsylvania
$426K +$37.7K +207 +10%
HAS
1103
HBW Advisory Services
California
$425K -$40.5K -230 -9%
WCWM
1104
Willow Creek Wealth Management
California
$425K – – –
WDG
1105
Wealth Dimensions Group
Ohio
$424K +$25K +142 +6%
TNA
1106
True North Advisors
Texas
$424K +$71.6K +407 +20%
PFBT
1107
Parkside Financial Bank & Trust
Missouri
$424K +$95.5K +542 +29%
FRA
1108
Front Row Advisors
California
$422K – – –
OSNBOA
1109
Old Second National Bank of Aurora
Illinois
$421K – – –
FFM
1110
Forum Financial Management
Illinois
$421K +$35K +199 +9%
WKWM
1111
Walter & Keenan Wealth Management
Indiana
$420K +$352 +2 +0.1%
T
1112
TRUADVICE
Florida
$418K +$3.13K +16 +0.8%
TC
1113
Trilogy Capital
California
$414K -$113K -645 -22%
BHWM
1114
Bar Harbor Wealth Management
New Hampshire
$414K +$206K +1,171 +99%
MA
1115
MJP Associates
Connecticut
$413K +$9.69K +55 +2%
NF
1116
Nikulski Financial
Iowa
$413K +$57.3K +325 +16%
MTIC
1117
Missouri Trust & Investment Company
Missouri
$412K -$880 -5 -0.2%
MCM
1118
Murphy Capital Management
New Jersey
$412K +$412K +2,340 New
CRC
1119
Curi RMB Capital
Illinois
$411K +$234K +1,330 +133%
GCM
1120
Glaxis Capital Management
Florida
$410K +$1.41K +8 +0.3%
MIA
1121
MainStreet Investment Advisors
Illinois
$409K -$11.5K -65 -3%
TFGT
1122
TS Financial Group (TSFG)
Illinois
$409K +$191K +1,086 +88%
UCB
1123
United Community Bank
South Carolina
$408K +$408K +2,318 New
CCA
1124
Cobblestone Capital Advisors
New York
$408K -$142K -805 -26%
MWA
1125
Moser Wealth Advisors
Washington
$407K +$1.06K +6 +0.3%
43 44
45
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