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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
$131M
2
CTB
Country Trust Bank
Illinois
$39.6M
3
CSIA
Charles Schwab Investment Advisory
California
$307M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$96.9M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$47.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.22B
2
OWM
Orgel Wealth Management
Wisconsin
$8.5M
3
CIAS
CBIZ Investment Advisory Services
Ohio
$0
4
Wells Fargo
Wells Fargo
California
$710M
5
State Street
State Street
Massachusetts
$94.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
101
Atria Wealth Solutions
New York
$23.9M +$3.08M +18,041 +15%
BBA
102
BLB&B Advisors
Pennsylvania
$23.6M +$621K +3,636 +3%
FSWA
103
Financial Synergies Wealth Advisors
Texas
$23.4M -$598K -3,501 -2%
PIMG
104
Patriot Investment Management Group
Tennessee
$23M +$702K +4,107 +3%
DOA
105
D'Orazio & Associates
Virginia
$23M -$1.77M -10,337 -7%
MWM
106
MBE Wealth Management
Wisconsin
$22.7M +$1.05M +6,148 +5%
PWLP
107
Prio Wealth Limited Partnership
Massachusetts
$22.3M +$487K +2,847 +2%
RFC
108
Regions Financial Corp
Alabama
$21.8M +$619K +3,619 +3%
CL
109
Choreo LLC
Illinois
$21.7M +$212K +1,238 +1%
CCA
110
Column Capital Advisors
Indiana
$21.6M +$2.99M +70,217 +16%
PWMAG
111
Pinnacle Wealth Management Advisory Group
New Jersey
$21.4M +$2.56M +14,993 +14%
W
112
Wealthquest
Ohio
$21.3M +$10.1M +59,079 +90%
NW
113
NewEdge Wealth
Pennsylvania
$21.2M +$246K +1,437 +1%
CA
114
Clearstead Advisors
Ohio
$21M +$1.47M +8,605 +8%
BOH
115
Bank of Hawaii
Hawaii
$20.9M -$265K -1,548 -1%
RC
116
Randolph Company
Ohio
$20.6M +$57.1K +334 +0.3%
CAN
117
Cetera Advisor Networks
California
$20.6M +$252K +1,475 +1%
KBFS
118
Kohmann Bosshard Financial Services
Ohio
$20.6M +$473K +2,769 +2%
WIC
119
Whitegate Investment Counselors
New Hampshire
$20.5M -$130K -758 -0.6%
US Bancorp
120
US Bancorp
Minnesota
$20.1M -$372K -2,175 -2%
WF
121
Whelan Financial
California
$19.7M +$1.41M +8,237 +8%
SCA
122
Scott Capital Advisors
Oregon
$19.5M +$305K +1,785 +2%
PP
123
PrairieView Partners
Minnesota
$19.3M +$239K +1,399 +1%
HIF
124
Hill Island Financial
Michigan
$19.1M -$1.33M -7,778 -6%
EWA
125
EP Wealth Advisors
California
$19.1M -$75.7K -443 -0.4%
3 4
5
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