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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 %
MIC
1201
Means Investment Company
Maine
$316K +$352 +2 +0.1%
DT
1202
Diversified Trust
Tennessee
$315K – – –
Jane Street
1203
Jane Street
New York
$314K -$374K -2,127 -54%
C
1204
Certuity
Florida
$314K -$1.76K -10 -0.6%
HIGP
1205
Hill Investment Group Partners
Missouri
$314K -$74.8K -425 -19%
DWMG
1206
DB Wealth Management Group
California
$313K -$169K -962 -35%
SWPG
1207
Strategic Wealth Partners Group
Illinois
$313K – – –
TIA
1208
Traphagen Investment Advisors
New Jersey
$313K – – –
KCPG
1209
Kavar Capital Partners Group
Kansas
$312K – – –
ME
1210
McIlrath & Eck
Washington
$312K +$25.7K +146 +9%
UL
1211
Unionview LLC
Washington
$312K +$41.4K +235 +15%
FNBOMD
1212
First National Bank of Mount Dora
Florida
$310K – – –
EHC
1213
Everett Harris & Co
California
$309K +$309K +1,755 New
CFP
1214
Cypress Financial Planning
New Jersey
$307K +$307K +1,741 New
BFM
1215
Boston Financial Management
Massachusetts
$306K -$107K -607 -26%
MWP
1216
Madison Wealth Partners
Wisconsin
$306K +$34.1K +194 +13%
BCM
1217
Barden Capital Management
Texas
$305K -$282K -1,600 -48%
ACM
1218
Advance Capital Management
Michigan
$304K -$17.1K -97 -5%
WW
1219
Waterfront Wealth
Kansas
$304K +$44.5K +253 +17%
SCP
1220
Silverleafe Capital Partners
Tennessee
$303K +$303K +1,722 New
CAG
1221
Csenge Advisory Group
Florida
$301K -$143K -815 -32%
JWCA
1222
J.W. Coons Advisors
Ohio
$301K +$708 +4 +0.2%
FTC
1223
Farmers Trust Company
Ohio
$300K -$22K -125 -7%
RW
1224
RVW Wealth
California
$300K +$704 +4 +0.2%
CAM
1225
Carret Asset Management
New York
$299K – – –
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