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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 %
CCA
1126
Cobblestone Capital Advisors
New York
$398K +$2.56K +15 +0.6%
MIA
1127
MainStreet Investment Advisors
Illinois
$397K – – –
MWA
1128
Moser Wealth Advisors
Washington
$395K – – –
TI
1129
Trexquant Investment
Connecticut
$395K +$395K +2,313 New
TFGT
1130
TS Financial Group (TSFG)
Illinois
$390K -$7.35K -43 -2%
BFC
1131
Bedel Financial Consulting
Indiana
$387K -$416K -2,247 -52%
NF
1132
Nikulski Financial
Iowa
$386K -$14.5K -85 -4%
AP
1133
Americana Partners
Texas
$386K – – –
PL
1134
Plancorp LLC
Missouri
$385K -$34.9K -204 -8%
PFBT
1135
Parkside Financial Bank & Trust
Missouri
$384K -$27.2K -159 -7%
CAL
1136
Capital Advisors Ltd
Ohio
$380K – – –
SIM
1137
Stratos Investment Management
Ohio
$377K -$37.2K -218 -9%
Nomura Asset Management
1138
Nomura Asset Management
Japan
$376K – – –
ST
1139
Spinnaker Trust
Maine
$375K -$4.78K -28 -1%
FIB
1140
First Interstate Bank
Montana
$375K +$147K +858 +64%
CWS
1141
Confluence Wealth Services
Pennsylvania
$374K -$249K -1,457 -40%
PTC
1142
Philadelphia Trust Company
Pennsylvania
$374K +$56.9K +333 +18%
ML
1143
Mayport LLC
Massachusetts
$374K +$58.5K +342 +19%
MRWM
1144
ML&R Wealth Management
Texas
$374K +$374K +2,189 New
VWM
1145
Venturi Wealth Management
Texas
$373K -$27.3M -159,763 -99%
BWM
1146
Birchcreek Wealth Management
Ohio
$371K -$1.37K -8 -0.4%
AT
1147
Arden Trust
Delaware
$364K – – –
TFA
1148
TPG Financial Advisors
Oregon
$364K +$14.7K +86 +4%
WW
1149
Waterfront Wealth
Kansas
$364K +$41.3K +221 +13%
CDIA
1150
Capital Directions Investment Advisors
Georgia
$363K -$399K -2,264 Closed
44 45
46
47 48