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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 %
ECM
1226
EagleClaw Capital Management
Massachusetts
$299K – – –
GC
1227
Gilbert & Cook
Iowa
$298K +$34.3K +195 +13%
TC
1228
Truvestments Capital
Florida
$296K +$67K +380 +29%
LC
1229
Lincoln Capital
Nebraska
$293K -$5.1K -29 -2%
DLCIG
1230
D.L. Carlson Investment Group
New Hampshire
$293K – – –
ECG
1231
EPIQ Capital Group
California
$290K +$880 +5 +0.3%
EP
1232
Eudaimonia Partners
Tennessee
$288K -$80.8K -459 -22%
RRC
1233
Relaxing Retirement Coach
Massachusetts
$286K – – –
PTP
1234
Platform Technology Partners
New York
$285K +$102K +580 +56%
DACG
1235
Donor Advised Charitable Giving
California
$284K – – –
TW
1236
TrinityPoint Wealth
Connecticut
$284K +$176 +1 +0.1%
SFG
1237
SNS Financial Group
Minnesota
$283K -$15.1K -86 -5%
TVAMP
1238
Tennessee Valley Asset Management Partners
Tennessee
$283K +$83.2K +472 +42%
MAM
1239
Madison Asset Management
Wisconsin
$282K +$282K +1,600 New
JCM
1240
Jacobi Capital Management
Pennsylvania
$281K -$8.28K -47 -3%
ACA
1241
Atlas Capital Advisors
Wyoming
$281K +$2.29K +13 +0.8%
BIAS
1242
Beacon Investment Advisory Services
New Jersey
$280K +$34.1K +194 +14%
ACM
1243
Advisors Capital Management
New Jersey
$279K +$3.53K +20 +1%
ZIM
1244
Zacks Investment Management
Illinois
$279K +$27.8K +158 +11%
SAM
1245
Silvercrest Asset Management
New York
$276K – – –
HIC
1246
Holderness Investments Company
North Carolina
$276K – – –
WFA
1247
WMG Financial Advisors
Tennessee
$276K +$176 +1 +0.1%
EWM
1248
Elmwood Wealth Management
California
$276K +$28K +159 +11%
BDF
1249
Balasa Dinverno & Foltz
$276K +$98.5K +559 +56%
FMTC
1250
Farmers & Merchants Trust Company
California
$275K – – –
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50
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