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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 %
CS
1376
Credit Suisse
Switzerland
$118K -$78.4K -447 -40%
LFA
1377
Level Financial Advisors
New York
$117K -$3.7K -21 -3%
HPC
1378
HM Payson & Co
Maine
$113K – – –
TWC
1379
TD Waterhouse Canada
Ontario, Canada
$112K – – –
C
1380
Covestor
United Kingdom
$112K -$4.05K -23 -3%
EWM
1381
Endurance Wealth Management
Rhode Island
$109K – – –
SWM
1382
Sugarloaf Wealth Management
Georgia
$109K +$352 +2 +0.3%
FCMT
1383
Founders Capital Management (Texas)
Texas
$109K +$3.35K +19 +3%
CAAS
1384
Capital Asset Advisory Services
Michigan
$109K +$65.3K +371 +150%
AC
1385
Asio Capital
Kentucky
$106K – – –
CWP
1386
Concord Wealth Partners
Virginia
$103K – – –
GFPC
1387
Global Financial Private Client
Florida
$103K -$1.97K -11 -2%
AA
1388
AlphaMark Advisors
Kentucky
$100K -$28.3K -160 -22%
EW
1389
Element Wealth
Mississippi
$95K – – –
AWM
1390
Accel Wealth Management
Iowa
$88K -$713 -4 -0.8%
WCAMG
1391
Woodard & Company Asset Management Group
North Carolina
$88K – – –
MFA
1392
Morling Financial Advisors
California
$85K – – –
TAM
1393
Townsend Asset Management
North Carolina
$85K – – –
TFP
1394
Tilia Fiduciary Partners
North Carolina
$83K +$9.93K +56 +14%
Bank of Montreal
1395
Bank of Montreal
Ontario, Canada
$78.3K +$3.22K +17,758 +4%
Kayne Anderson Rudnick Investment Management
1396
Kayne Anderson Rudnick Investment Management
California
$77K – – –
PMFA
1397
Plante Moran Financial Advisors
Michigan
$77K +$14.2K +80 +23%
WOC
1398
West Oak Capital
California
$74K – – –
HWA
1399
HHM Wealth Advisors
Tennessee
$73K – – –
AIM
1400
Arcadia Investment Management
Michigan
$71K – – –
54 55
56
57 58