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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
+$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 %
CT
1251
Clearstead Trust
Maine
$272K +$247K +1,446 +977%
ZIM
1252
Zacks Investment Management
Illinois
$271K +$171 +1 +0.1%
SAM
1253
Silvercrest Asset Management
New York
$268K – – –
BDF
1254
Balasa Dinverno & Foltz
$268K – – –
EWM
1255
Elmwood Wealth Management
California
$268K – – –
DLCIG
1256
D.L. Carlson Investment Group
New Hampshire
$267K -$17.1K -100 -6%
FMTC
1257
Farmers & Merchants Trust Company
California
$267K – – –
WFA
1258
WMG Financial Advisors
Tennessee
$267K – – –
HIC
1259
Holderness Investments Company
North Carolina
$267K – – –
BI
1260
Berkeley Inc
Idaho
$266K -$42.1K -246 -14%
AWM
1261
Aprio Wealth Management
Georgia
$265K -$50.4K -295 -16%
WPWM
1262
Windward Private Wealth Management
Kansas
$263K +$4.28K +25 +2%
GLA
1263
Good Life Advisors
Pennsylvania
$261K -$4.44K -26 -2%
BW
1264
Bison Wealth
Georgia
$261K -$852 -5 -0.3%
RCG
1265
Resource Consulting Group
Florida
$261K – – –
MA
1266
MBA Advisors
Pennsylvania
$260K – – –
MPCL
1267
My Personal CFO LLC
Washington
$260K +$521 +3 +0.2%
CWM
1268
CCG Wealth Management
California
$259K – – –
DDC
1269
DF Dent & Co
Maryland
$258K – – –
JWBC
1270
John W. Brooker & Co
California
$257K +$69.5K +406 +37%
TWP
1271
Tempus Wealth Planning
California
$257K +$257K +1,506 New
ACM
1272
Advisors Capital Management
New Jersey
$256K -$47.9K -249 -16%
GC
1273
Gilbert & Cook
Iowa
$255K -$53.8K -295 -17%
BIAS
1274
Beacon Investment Advisory Services
New Jersey
$255K -$17.1K -100 -6%
HR
1275
Howe & Rusling
New York
$255K +$87.9K +514 +53%
49 50
51
52 53