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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 %
CPFP
1276
Clear Perspectives Financial Planning
Ohio
$253K -$64.7K -368 -20%
CAM
1277
Crestone Asset Management
Colorado
$253K – – –
CC
1278
Callan Capital
California
$252K +$2.64K +15 +1%
JPG
1279
Jordan Park Group
California
$251K +$52.2K +297 +26%
RWP
1280
RWA Wealth Partners
Massachusetts
$250K -$7.94K -45 -3%
AA
1281
Argent Advisors
Louisiana
$250K -$4.92K -28 -2%
BWM
1282
BCGM Wealth Management
Indiana
$250K +$9.14K +47 +4%
FNWM
1283
Financial Network Wealth Management
Utah
$250K +$32.7K +186 +15%
LBC
1284
Lowe Brockenbrough & Co
Virginia
$249K -$80.3K -456 -24%
WA
1285
Wambolt & Associates
Colorado
$249K -$7.92K -45 -3%
FCB
1286
First Command Bank
Texas
$248K – – –
FCFS
1287
First Command Financial Services
Texas
$248K – – –
SFP
1288
Shepherd Financial Partners
Massachusetts
$246K – – –
HA
1289
HYA Advisors
Missouri
$246K +$69.7K +395 +40%
CAL
1290
Capital Analysts LLC
Pennsylvania
$245K +$12K +68 +5%
SXL
1291
Summit X LLC
Missouri
$244K – – –
PCTC
1292
Perkins Coie Trust Company
Washington
$243K – – –
CNB
1293
Camden National Bank
Maine
$242K – – –
VAS
1294
Vestmark Advisory Solutions
Massachusetts
$242K +$8.62K +49 +4%
WP
1295
WealthShield Partners
North Carolina
$240K -$61.4K -349 -20%
Chevy Chase Trust
1296
Chevy Chase Trust
Maryland
$240K -$22.1K -125 -8%
B
1297
Bridgeworth
Alabama
$239K -$24.3K -138 -9%
BCMLT
1298
Beacon Capital Management LLC (Tennessee)
Tennessee
$238K – – –
PC
1299
Pecaut & Co
Iowa
$238K +$40.9K +232 +21%
4FG
1300
4Thought Financial Group
New York
$237K -$721K -4,095 -75%
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