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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 %
FIB
1301
First Interstate Bank
Montana
$236K +$236K +1,338 New
NDSI
1302
Newman Dignan & Sheerar Inc
Rhode Island
$235K +$705 +4 +0.3%
LAM
1303
LifePro Asset Management
California
$235K +$3.88K +22 +2%
OPCM
1304
Osborne Partners Capital Management
California
$235K +$62.6K +355 +36%
GWM
1305
GSB Wealth Management
Connecticut
$234K – – –
RCM
1306
Raleigh Capital Management
North Carolina
$233K -$9.15K -52 -4%
GEA
1307
Glen Eagle Advisors
New Jersey
$232K +$7.04K +40 +3%
BTWM
1308
Baker Tilly Wealth Management
Wisconsin
$232K -$178K -1,010 -43%
RF
1309
RHS Financial
California
$232K -$58.8K -334 -20%
PFG
1310
Pacific Financial Group
Washington
$232K +$5.82K +33 +3%
MCC
1311
Money Concepts Capital
Florida
$230K -$520K -2,911 -69%
DFA
1312
DHJJ Financial Advisors
Illinois
$230K +$58.3K +330 +34%
BMO
1313
Beck Mack & Oliver
New York
$229K -$7.04K -40 -3%
AIC
1314
Archer Investment Corporation
Indiana
$229K +$19.4K +110 +9%
WFG
1315
Wills Financial Group
Virginia
$228K – – –
PCG
1316
Prosperity Consulting Group
Maryland
$228K +$4.24K +24 +2%
MLA
1317
My Legacy Advisors
Oregon
$228K +$228K +1,275 New
RF
1318
Resolute Financial
Massachusetts
$227K -$13.5K -77 -6%
AP
1319
Adero Partners
California
$226K -$8.71K -49 -4%
CAM
1320
Covenant Asset Management
New Jersey
$225K – – –
D
1321
Diversified
Delaware
$225K – – –
CFAM
1322
Center For Asset Management
Florida
$224K -$363K -2,057 -62%
NAM
1323
NTV Asset Management
West Virginia
$224K +$2.99K +17 +1%
AF
1324
Alerus Financial
North Dakota
$222K -$48.2K -273 -18%
PJSIMP
1325
P.J. Schmidt Investment Management (PJS)
Wisconsin
$222K -$44.8K -228 -17%
51 52
53
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