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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
$211M
3
CIAS
CBIZ Investment Advisory Services
Ohio
$53.5M
4
AAS
Annex Advisory Services
Wisconsin
$118M
5
Natixis Advisors
Natixis Advisors
Massachusetts
$60.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.04B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$1.73B
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
CSIA
Charles Schwab Investment Advisory
California
$284M
5
AWA
Aaron Wealth Advisors
Illinois
$736K
Name Holding Trade Value Shares
Change 		Shares
Change %
DOA
101
D'Orazio & Associates
Virginia
$25.5M -$455K -2,584 -2%
AA
102
Aufman Associates
Pennsylvania
$25.4M +$176K +997 +0.7%
FSWA
103
Financial Synergies Wealth Advisors
Texas
$24.7M +$4.25M +24,127 +21%
EI
104
Ellevest Inc
New York
$24.6M +$1.58M +8,999 +7%
BBA
105
BLB&B Advisors
Pennsylvania
$23.7M +$3.36M +19,074 +16%
PIMG
106
Patriot Investment Management Group
Tennessee
$23M +$907K +5,148 +4%
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.9M +$1.34M +7,618 +6%
PWLP
108
Prio Wealth Limited Partnership
Massachusetts
$22.5M -$374K -2,121 -2%
MWM
109
MBE Wealth Management
Wisconsin
$22.3M -$53K -301 -0.2%
CCA
110
Column Capital Advisors
Indiana
$22.3M +$8.31M +162,960 +59%
CL
111
Choreo LLC
Illinois
$22.1M +$744K +4,223 +3%
RFC
112
Regions Financial Corp
Alabama
$21.9M +$2.87M +16,307 +15%
BOH
113
Bank of Hawaii
Hawaii
$21.8M +$713K +4,046 +3%
NW
114
NewEdge Wealth
Pennsylvania
$21.6M +$1.9M +10,789 +10%
AWS
115
Atria Wealth Solutions
New York
$21.4M -$1.38M -7,810 -6%
WIC
116
Whitegate Investment Counselors
New Hampshire
$21.2M -$302K -1,716 -1%
RC
117
Randolph Company
Ohio
$21.2M +$7.93K +45 +0%
US Bancorp
118
US Bancorp
Minnesota
$21.1M -$1.47M -8,347 -7%
HIF
119
Hill Island Financial
Michigan
$21.1M -$938K -5,324 -4%
CAN
120
Cetera Advisor Networks
California
$21M +$1.79M +10,142 +9%
KBFS
121
Kohmann Bosshard Financial Services
Ohio
$20.7M -$2.02M -11,450 -9%
CWM
122
Connecticut Wealth Management
Connecticut
$20.7M +$358K +2,035 +2%
CA
123
Clearstead Advisors
Ohio
$20.1M +$557K +3,163 +3%
SCA
124
Scott Capital Advisors
Oregon
$19.8M +$8.04M +45,679 +68%
EWA
125
EP Wealth Advisors
California
$19.7M -$706K -4,006 -3%
3 4
5
6 7