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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 %
KFS
1176
Kelly Financial Services
Massachusetts
$335K +$85.6K +486 +34%
TFA
1177
Triad Financial Advisors
North Carolina
$335K – – –
MW
1178
MBL Wealth
North Carolina
$335K – – –
PP
1179
Patron Partners
Texas
$334K -$6.7K -38 -2%
IF
1180
Ironwood Financial
Arizona
$333K +$76.2K +432 +30%
RPSA
1181
Richard P. Slaughter Associates
Texas
$332K +$75.7K +430 +30%
EW
1182
Evoke Wealth
California
$330K +$40.1K +228 +14%
GAM
1183
Griffin Asset Management
New York
$329K -$529 -3 -0.2%
LL
1184
LPWM LLC
Minnesota
$329K – – –
MIC
1185
Meridian Investment Counsel
California
$329K +$529 +3 +0.2%
BWL
1186
Bogart Wealth LLC
Virginia
$329K +$128K +725 +63%
VWM
1187
Vigilare Wealth Management
Arizona
$327K -$70.3K -399 -18%
PTC
1188
Philadelphia Trust Company
Pennsylvania
$327K – – –
RA
1189
Riverstone Advisors
Texas
$327K +$327K +1,855 New
ML
1190
Mayport LLC
Massachusetts
$325K -$72K -409 -18%
AWM
1191
Aprio Wealth Management
Georgia
$325K – – –
CWM
1192
Congress Wealth Management
Massachusetts
$323K +$353 +2 +0.1%
VNB
1193
Virginia National Bank
Virginia
$321K -$200K -1,134 -38%
HC
1194
HNP Capital
New York
$320K -$12.8K -73 -4%
KW
1195
KWB Wealth
California
$319K -$4.75K -27 -1%
BI
1196
Berkeley Inc
Idaho
$318K -$94.6K -537 -23%
SC
1197
Searle & Co
Connecticut
$317K – – –
TVWM
1198
Tower View Wealth Management
Wisconsin
$317K +$58.3K +331 +23%
HSA
1199
HBK Sorce Advisory
Pennsylvania
$316K -$310K -1,763 -50%
IWA
1200
Inspirion Wealth Advisors
Illinois
$316K – – –
46 47
48
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