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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 %
SWM
1376
Sugarloaf Wealth Management
Georgia
$106K +$171 +1 +0.2%
FWM
1377
Focused Wealth Management
New York
$104K -$1.72M -10,045 -94%
AC
1378
Asio Capital
Kentucky
$103K – – –
EWM
1379
EPG Wealth Management
Georgia
$102K +$102K +599 New
LFA
1380
Level Financial Advisors
New York
$100K -$13.5K -79 -12%
AA
1381
AlphaMark Advisors
Kentucky
$97K – – –
EW
1382
Element Wealth
Mississippi
$97K +$4.46K +26 +5%
GFPC
1383
Global Financial Private Client
Florida
$94.7K -$6.15K -35 -6%
CL
1384
COWA LLC
Oklahoma
$92K +$92K +540 New
PAIM
1385
Punch & Associates Investment Management
Minnesota
$90K -$1.56M -9,130 -95%
SJIA
1386
St. James Investment Advisors
New York
$90K +$41.2K +241 +85%
AWM
1387
Accel Wealth Management
Iowa
$88K -$2.38K -13 -3%
WCAMG
1388
Woodard & Company Asset Management Group
North Carolina
$85K – – –
ACM
1389
Absolute Capital Management
Pennsylvania
$85K +$85K +496 New
MFA
1390
Morling Financial Advisors
California
$83K – – –
TFP
1391
Tilia Fiduciary Partners
North Carolina
$83K +$877 +5 +1%
Bank of Montreal
1392
Bank of Montreal
Ontario, Canada
$82.4K +$2.08K +11,175 +3%
TAM
1393
Townsend Asset Management
North Carolina
$82K – – –
Kayne Anderson Rudnick Investment Management
1394
Kayne Anderson Rudnick Investment Management
California
$74K – – –
HWMA
1395
Heritage Wealth Management (Arizona)
Arizona
$73K +$7.64K +45 +12%
WOC
1396
West Oak Capital
California
$71K – – –
FPFS
1397
First Personal Financial Services
North Carolina
$71K +$7.53K +44 +12%
AIM
1398
Arcadia Investment Management
Michigan
$69K – – –
HCP
1399
Hexagon Capital Partners
Arkansas
$67K -$855 -5 -1%
JWA
1400
JFS Wealth Advisors
Pennsylvania
$65K +$11.4K +67 +21%
54 55
56
57 58