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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 %
FWIA
1151
Fort Washington Investment Advisors
Ohio
$362K +$3.59K +21 +1%
FA
1152
FC Advisory
Pennsylvania
$361K -$3.76K -22 -1%
AIA
1153
Acute Investment Advisory
Arizona
$361K +$361K +2,112 New
PB
1154
Pinnacle Bancorp
Nebraska
$352K -$72.6K -425 -17%
MTIC
1155
Missouri Trust & Investment Company
Missouri
$352K -$48.6K -284 -12%
CT
1156
Cambridge Trust
Massachusetts
$352K -$31.2K -183 -8%
MFWM
1157
Motley Fool Wealth Management
Virginia
$351K +$351K +2,056 New
ADL
1158
Asset Dedication LLC
California
$349K +$349K +2,041 New
WFS
1159
Weitzel Financial Services
Iowa
$348K – – –
WAM
1160
WNY Asset Management
New York
$348K -$176K -1,032 -34%
IA
1161
Insight Advisors
Pennsylvania
$348K +$171 +1 +0%
VFPW
1162
Vantage Financial Partners (Wisconsin)
Wisconsin
$347K +$12.8K +75 +4%
GP
1163
Girard Partners
Pennsylvania
$345K +$12.8K +75 +4%
CCG
1164
Cypress Capital Group
Florida
$344K -$79.3K -464 -19%
TNA
1165
True North Advisors
Texas
$342K -$69.5K -407 -17%
MAM
1166
McCarthy Asset Management
California
$340K -$15.9K -93 -4%
NPF
1167
Norris Perne & French
Michigan
$340K – – –
FWM
1168
Fairhaven Wealth Management
Illinois
$340K +$340K +1,990 New
LFA
1169
LifeGuide Financial Advisors
Pennsylvania
$338K – – –
FANJ
1170
Financial Architects (New Jersey)
New Jersey
$338K +$338K +1,978 New
GAM
1171
Griffin Asset Management
New York
$337K +$17.6K +103 +6%
HCA
1172
Heck Capital Advisors
Wisconsin
$336K +$1.2K +7 +0.4%
AWC
1173
Adamsbrown Wealth Consultants
Kansas
$336K – – –
SFO
1174
Stokes Family Office
Louisiana
$335K -$10.6K -62 -3%
BWA
1175
Bordeaux Wealth Advisors
California
$335K -$1.2K -7 -0.4%
45 46
47
48 49