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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 %
PCM
1251
Penn Capital Management
Pennsylvania
$275K +$275K +1,561 New
GLA
1252
Good Life Advisors
Pennsylvania
$274K -$57.7K -327 -17%
SWM
1253
Southern Wealth Management
Texas
$272K +$9.17K +52 +3%
LW
1254
Linscomb Wealth
Texas
$272K +$16.7K +95 +7%
BW
1255
Bison Wealth
Georgia
$271K -$79K -448 -23%
RCG
1256
Resource Consulting Group
Florida
$269K -$11.5K -65 -4%
MAM
1257
Meeder Asset Management
Ohio
$268K -$23.2K -132 -8%
MA
1258
MBA Advisors
Pennsylvania
$268K – – –
LGWM
1259
Litman Gregory Wealth Management
California
$268K +$268K +1,520 New
CWM
1260
CCG Wealth Management
California
$267K -$73.4K -417 -22%
DDC
1261
DF Dent & Co
Maryland
$266K -$26.8K -152 -9%
WPWM
1262
Windward Private Wealth Management
Kansas
$266K +$5.45K +31 +2%
RMC
1263
Resources Management Corp
Connecticut
$264K -$7.92K -45 -3%
MPCL
1264
My Personal CFO LLC
Washington
$263K +$352 +2 +0.1%
BFM
1265
Boothbay Fund Management
New York
$262K +$262K +1,485 New
SCA
1266
Strategic Capital Advisers
Colorado
$260K -$11.3K -64 -4%
FCA
1267
FinTrust Capital Advisors
South Carolina
$259K +$186 +1 +0.1%
AA
1268
Advisory Alpha
Michigan
$259K +$88.4K +502 +52%
LW
1269
Libra Wealth
California
$259K +$259K +1,472 New
NAMM
1270
NorthStar Asset Management (Massachusetts)
Massachusetts
$258K – – –
DAM
1271
Derbend Asset Management
Georgia
$257K – – –
MFG
1272
MidWestOne Financial Group
Iowa
$256K – – –
WA
1273
WealthTrust Axiom
Pennsylvania
$256K – – –
HI
1274
Human Investing
Oregon
$256K +$256K +1,456 New
CC
1275
Cannell & Co
New York
$255K -$6.7K -38 -3%
49 50
51
52 53