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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 %
FF
1101
Francis Financial
$431K -$12.5K -73 -3%
WA
1102
WP Advisors
California
$426K +$57.2K +335 +16%
GIA
1103
Guyasuta Investment Advisors
Pennsylvania
$423K +$342 +2 +0.1%
MBT
1104
Montecito Bank & Trust
California
$419K -$377K -2,210 -47%
COCM
1105
Charter Oak Capital Management
New Hampshire
$417K -$45.3K -265 -10%
TDC
1106
Thompson Davis & Co
Virginia
$415K +$40.1K +235 +11%
BB
1107
Bell Bank
North Dakota
$414K -$7.19K -42 -2%
BWM
1108
Boyd Wealth Management
California
$414K -$3.59K -21 -0.9%
WSFS
1109
Wilmington Savings Fund Society
Delaware
$413K +$37.6K +220 +10%
FWP
1110
FAS Wealth Partners
Kansas
$413K +$77.9K +456 +23%
WCWM
1111
Willow Creek Wealth Management
California
$412K – – –
WDG
1112
Wealth Dimensions Group
Ohio
$412K +$342 +2 +0.1%
FRA
1113
Front Row Advisors
California
$412K +$2.56K +15 +0.6%
T
1114
TRUADVICE
Florida
$411K +$7.17K +38 +2%
WWA
1115
WCG Wealth Advisors
Nevada
$410K -$3.44M -3,800 -89%
IF
1116
Ironwood Financial
Arizona
$410K +$86.9K +508 +27%
RGF
1117
Retirement Guys Formula
Ohio
$409K -$9.91K -58 -2%
FFM
1118
Forum Financial Management
Illinois
$409K – – –
OSNBOA
1119
Old Second National Bank of Aurora
Illinois
$408K – – –
WKWM
1120
Walter & Keenan Wealth Management
Indiana
$408K +$342 +2 +0.1%
HAS
1121
HBW Advisory Services
California
$406K -$6.33K -37 -2%
MA
1122
MJP Associates
Connecticut
$402K +$1.71K +10 +0.4%
PIA
1123
Perennial Investment Advisors
California
$402K +$402K +2,355 New
AP
1124
Appleton Partners
Massachusetts
$401K +$25.5K +149 +7%
GCM
1125
Glaxis Capital Management
Florida
$400K +$1.54K +9 +0.4%
43 44
45
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