VB icon

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 %
HCP
1401
Hexagon Capital Partners
Arkansas
$70K -$41.8K -237 -37%
HWMA
1402
Heritage Wealth Management (Arizona)
Arizona
$67.8K -$4.4K -25 -6%
FPFS
1403
First Personal Financial Services
North Carolina
$65K – – –
AF
1404
Affiance Financial
Minnesota
$65K – – –
UIA
1405
Ulland Investment Advisors
Minnesota
$65K +$3.51K +20 +6%
CWM
1406
Curi Wealth Management
North Carolina
$65K +$47.2K +270 +265%
AWM
1407
Atticus Wealth Management
Florida
$64K +$15.9K +90 +33%
JFGIW
1408
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$63K -$134K -765 -68%
FF
1409
FourThought Financial
Florida
$63K -$43.5K -248 -41%
PCFFS
1410
Pacific Center for Financial Services
California
$63K – – –
TC
1411
Trust Company
Kansas
$63K +$48.5K +275 +335%
BL
1412
Balentine LLC
Georgia
$62K – – –
TWM
1413
Tradition Wealth Management
Minnesota
$62K +$176 +1 +0.3%
RE
1414
RBC Europe
United Kingdom
$61K – – –
CA
1415
Crewe Advisors
Utah
$60K – – –
AIA
1416
Armor Investment Advisors
North Carolina
$59K – – –
TSWM
1417
Tyler-Stone Wealth Management
Ohio
$58K -$89.7K -507 -61%
ARIS
1418
Advanced Research Investment Solutions
California
$58K -$19.3K -110 -25%
PP
1419
Pacifica Partners
Canada
$58K – – –
MWP
1420
MYCIO Wealth Partners
Pennsylvania
$57K -$554K -3,149 -91%
RCM
1421
Regency Capital Management
Hawaii
$57K – – –
PA
1422
PSI Advisors
Florida
$57K +$176 +1 +0.3%
HFA
1423
HC Financial Advisors
California
$57K +$13.6K +77 +31%
JWA
1424
JFS Wealth Advisors
Pennsylvania
$55K -$77.5K -444 -58%
Fuller & Thaler Asset Management
1425
Fuller & Thaler Asset Management
California
$55K +$55K +311 New
55 56
57
58 59