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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 %
WTFG
1126
Wells Trecaso Financial Group
Ohio
$407K +$40.5K +230 +11%
SFS
1127
Strategic Financial Services
New York
$405K – – –
RWM
1128
Ritholtz Wealth Management
New York
$405K +$12.3K +70 +3%
FCT
1129
First Community Trust
Iowa
$402K – – –
CDIA
1130
Capital Directions Investment Advisors
Georgia
$399K +$28.9K +164 +8%
AP
1131
Americana Partners
Texas
$398K – – –
IA
1132
Insight Advisors
Pennsylvania
$398K +$13.1K +67 +3%
BBHC
1133
Brown Brothers Harriman & Co
New York
$396K -$39.7K -225 -9%
CT
1134
Cambridge Trust
Massachusetts
$396K +$60.6K +344 +18%
CAL
1135
Capital Advisors Ltd
Ohio
$392K – – –
ST
1136
Spinnaker Trust
Maine
$391K +$173K +986 +80%
WIM
1137
Westside Investment Management
California
$390K +$2.2K +55 +0.6%
JWM
1138
Jeppson Wealth Management
California
$388K -$117K -665 -23%
Millennium Management
1139
Millennium Management
New York
$387K -$1.08M -6,120 -74%
BAS
1140
Brown Advisory Securities
Maryland
$387K -$389K -2,202 -50%
TDC
1141
Thompson Davis & Co
Virginia
$387K -$116K -660 -23%
WSFS
1142
Wilmington Savings Fund Society
Delaware
$387K -$47.3K -268 -11%
AP
1143
Appleton Partners
Massachusetts
$387K +$176 +1 +0%
BWM
1144
Birchcreek Wealth Management
Ohio
$384K -$78K -443 -17%
CAI
1145
Capital Advisors Inc
Oklahoma
$381K -$44.7K -254 -11%
WA
1146
WP Advisors
California
$380K +$125K +711 +49%
FA
1147
FC Advisory
Pennsylvania
$376K +$22.7K +129 +6%
AT
1148
Arden Trust
Delaware
$375K – – –
LSPW
1149
Lake Street Private Wealth
Illinois
$372K +$8.45K +48 +2%
SL
1150
Salomon & Ludwin
Virginia
$371K +$371K +2,107 New
44 45
46
47 48