VB icon

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 %
VWM
1201
Vigilare Wealth Management
Arizona
$317K – – –
FCIM
1202
Fairview Capital Investment Management
California
$314K +$314K +1,839 New
AWM
1203
AllSquare Wealth Management
New York
$312K -$23.9K -140 -7%
VNB
1204
Virginia National Bank
Virginia
$311K – – –
LL
1205
LPWM LLC
Minnesota
$310K – – –
KW
1206
KWB Wealth
California
$310K – – –
SC
1207
Searle & Co
Connecticut
$308K – – –
IWA
1208
Inspirion Wealth Advisors
Illinois
$307K – – –
MIC
1209
Means Investment Company
Maine
$307K +$342 +2 +0.1%
T
1210
TCWP
Ohio
$304K -$167K -975 -35%
TIA
1211
Traphagen Investment Advisors
New Jersey
$303K – – –
VRM
1212
Vectors Research Management
New York
$303K -$25.6M -150,044 -99%
HC
1213
HNP Capital
New York
$303K -$7.51K -44 -2%
KCPG
1214
Kavar Capital Partners Group
Kansas
$303K – – –
CWM
1215
Congress Wealth Management
Massachusetts
$302K -$10.2K -60 -3%
TWM
1216
Tolleson Wealth Management
Texas
$301K -$42.7K -250 -12%
FNBOMD
1217
First National Bank of Mount Dora
Florida
$301K – – –
MWM
1218
MorganRosel Wealth Management
Colorado
$299K +$299K +1,747 New
SWPG
1219
Strategic Wealth Partners Group
Illinois
$298K -$6.33K -37 -2%
DT
1220
Diversified Trust
Tennessee
$297K -$8.71K -51 -3%
MWP
1221
Madison Wealth Partners
Wisconsin
$297K – – –
BCM
1222
Barden Capital Management
Texas
$296K – – –
SFG
1223
Sunburst Financial Group
Alabama
$296K +$296K +1,731 New
ACM
1224
Advance Capital Management
Michigan
$295K – – –
PTP
1225
Platform Technology Partners
New York
$294K +$17.6K +103 +6%
47 48
49
50 51