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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 %
NP
1326
NorthRock Partners
Minnesota
$222K +$222K +1,262 New
PWM
1327
PBMares Wealth Management
Virginia
$219K -$42.4K -241 -16%
OC
1328
Oarsman Capital
Wisconsin
$219K -$1.24K -7 -0.6%
CA
1329
Cornerstone Advisory
Maryland
$218K -$28K -159 -11%
IFWM
1330
Institute for Wealth Management
Colorado
$217K +$28.2K +160 +15%
APP
1331
Avantax Planning Partners
Iowa
$216K -$37.1K -210 -15%
LRPA
1332
L. Roy Papp & Associates
Arizona
$215K +$2.64K +15 +1%
IAG
1333
Investmark Advisory Group
Connecticut
$214K – – –
LOPW
1334
Live Oak Private Wealth
North Carolina
$214K – – –
NB
1335
Nicolet Bankshares
Wisconsin
$214K – – –
BOPW
1336
Brandywine Oak Private Wealth
Pennsylvania
$213K – – –
LWCFA
1337
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$212K -$19.4K -110 -8%
BWM
1338
BigSur Wealth Management
Florida
$212K – – –
APW
1339
Austin Private Wealth
Texas
$212K +$212K +1,202 New
MWM
1340
Minot Wealth Management
Massachusetts
$211K -$352 -2 -0.2%
BB
1341
Busey Bank
Illinois
$209K -$18.8K -107 -8%
DCM
1342
Donaldson Capital Management
Indiana
$209K +$2.12K +12 +1%
RFN
1343
Redwood Financial Network
Ohio
$209K +$3.7K +21 +2%
QPWM
1344
Quadrant Private Wealth Management
Pennsylvania
$208K +$208K +1,182 New
PCMK
1345
Paragon Capital Management (Kansas)
Kansas
$207K +$704 +4 +0.3%
AMIM
1346
Aull & Monroe Investment Management
Alabama
$206K – – –
GIA
1347
GHP Investment Advisors
Colorado
$205K – – –
PWM
1348
PRW Wealth Management
Massachusetts
$205K +$205K +1,165 New
WDL
1349
Well Done LLC
Michigan
$204K – – –
DE
1350
Day & Ennis
Georgia
$202K +$528 +3 +0.3%
52 53
54
55 56