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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 %
AWM
1401
Atticus Wealth Management
Florida
$64K – – –
WL
1402
WIT LLC
District of Columbia
$63.2K -$64K -375 -50%
AF
1403
Affiance Financial
Minnesota
$63K – – –
UIA
1404
Ulland Investment Advisors
Minnesota
$63K – – –
JFGIW
1405
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$61K -$5.15K -28 -8%
TC
1406
Trust Company
Kansas
$61K – – –
PCFFS
1407
Pacific Center for Financial Services
California
$61K – – –
BL
1408
Balentine LLC
Georgia
$60K – – –
TWM
1409
Tradition Wealth Management
Minnesota
$60K – – –
FF
1410
FourThought Financial
Florida
$59K -$2.57K -15 -4%
AIA
1411
Armor Investment Advisors
North Carolina
$57K – – –
FCAG
1412
First Capital Advisors Group
New Jersey
$57K +$57K +332 New
PP
1413
Pacifica Partners
Canada
$56K – – –
ARIS
1414
Advanced Research Investment Solutions
California
$56K – – –
TSWM
1415
Tyler-Stone Wealth Management
Ohio
$56K – – –
MWP
1416
MYCIO Wealth Partners
Pennsylvania
$55K – – –
PA
1417
PSI Advisors
Florida
$55K +$170 +1 +0.3%
MSFP
1418
Mark Sheptoff Financial Planning
Connecticut
$51K – – –
FCG
1419
Financial Connections Group
California
$50K – – –
MW
1420
Milestone Wealth
New York
$49K -$507 -3 -1%
IAMOG
1421
Investors Asset Management of Georgia
Georgia
$49K +$12.6K +74 +35%
HF
1422
Halpern Financial
Virginia
$48.8K +$26.6K +156 +120%
BWM
1423
BerganKDV Wealth Management
Minnesota
$47K – – –
S
1424
Surevest
California
$47K +$1.2K +7 +3%
RCM
1425
Robinson Capital Management
Michigan
$43K +$43K +250 New
55 56
57
58 59