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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 %
HIG
1276
Heritage Investment Group
Florida
$254K +$254K +1,484 New
TWM
1277
Tanager Wealth Management
United Kingdom
$251K -$222K -1,300 -47%
DAM
1278
Derbend Asset Management
Georgia
$250K – – –
AA
1279
Argent Advisors
Louisiana
$250K +$6.84K +40 +3%
RWP
1280
RWA Wealth Partners
Massachusetts
$250K +$7.86K +46 +3%
OWP
1281
Obermeyer Wealth Partners
Colorado
$250K +$250K +1,462 New
WA
1282
WealthTrust Axiom
Pennsylvania
$248K – – –
MFG
1283
MidWestOne Financial Group
Iowa
$248K – – –
CC
1284
Cannell & Co
New York
$248K +$1.02K +6 +0.4%
CAM
1285
Congress Asset Management
Massachusetts
$247K +$247K +1,443 New
EW
1286
Evoke Wealth
California
$246K -$74.5K -436 -23%
CC
1287
Callan Capital
California
$246K +$1.71K +10 +0.7%
FCA
1288
FinTrust Capital Advisors
South Carolina
$245K -$5.96K -33 -2%
CAM
1289
Crestone Asset Management
Colorado
$245K – – –
OHIS
1290
Oak Harvest Investment Services
Texas
$245K +$245K +1,436 New
CNB
1291
Camden National Bank
Maine
$243K +$7.88K +46 +3%
FFG
1292
Frisch Financial Group
New York
$242K -$11.9M -69,915 -98%
PCG
1293
Prosperity Consulting Group
Maryland
$240K +$19.3K +113 +9%
BWP
1294
Balboa Wealth Partners
Arizona
$240K +$240K +1,404 New
BTWM
1295
Baker Tilly Wealth Management
Wisconsin
$238K +$13.2K +77 +6%
BB
1296
Busey Bank
Illinois
$238K +$35.3K +207 +17%
EHC
1297
Everett Harris & Co
California
$237K -$63.5K -371 -21%
WP
1298
WealthShield Partners
North Carolina
$237K +$3.25K +19 +1%
PCTC
1299
Perkins Coie Trust Company
Washington
$236K – – –
RF
1300
RHS Financial
California
$236K +$11.1K +65 +5%
50 51
52
53 54