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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 %
CA
1326
Cornerstone Advisory
Maryland
$218K +$6.83K +40 +3%
GEA
1327
Glen Eagle Advisors
New Jersey
$217K -$8.55K -50 -4%
FNWM
1328
Financial Network Wealth Management
Utah
$216K -$26.9K -157 -11%
PWM
1329
PBMares Wealth Management
Virginia
$216K +$3.58K +21 +2%
LRPA
1330
L. Roy Papp & Associates
Arizona
$214K +$5.13K +30 +2%
CPFP
1331
Clear Perspectives Financial Planning
Ohio
$212K -$34K -199 -14%
OC
1332
Oarsman Capital
Wisconsin
$212K – – –
IFWM
1333
Institute for Wealth Management
Colorado
$211K – – –
APP
1334
Avantax Planning Partners
Iowa
$209K -$514 -3 -0.2%
IAG
1335
Investmark Advisory Group
Connecticut
$208K – – –
LOPW
1336
Live Oak Private Wealth
North Carolina
$208K – – –
NB
1337
Nicolet Bankshares
Wisconsin
$208K – – –
LWCFA
1338
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$206K – – –
BCMLT
1339
Beacon Capital Management LLC (Tennessee)
Tennessee
$206K +$9.32K +53 +5%
APW
1340
Austin Private Wealth
Texas
$205K – – –
IWP
1341
IAG Wealth Partners
Wisconsin
$204K +$33.2K +194 +19%
PI
1342
Pachira Investments
California
$204K +$204K +1,193 New
PCMK
1343
Paragon Capital Management (Kansas)
Kansas
$202K +$685 +4 +0.3%
RFN
1344
Redwood Financial Network
Ohio
$201K -$1.36K -8 -0.7%
AMIM
1345
Aull & Monroe Investment Management
Alabama
$200K – – –
ZIC
1346
ZWJ Investment Counsel
Georgia
$200K +$200K +1,173 New
GIA
1347
GHP Investment Advisors
Colorado
$199K – – –
MCC
1348
Money Concepts Capital
Florida
$192K -$28K -164 -13%
RCM
1349
Raleigh Capital Management
North Carolina
$187K -$39.7K -232 -18%
RIA
1350
Realta Investment Advisors
Delaware
$184K +$184K +1,075 New
52 53
54
55 56