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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 %
Fuller & Thaler Asset Management
1426
Fuller & Thaler Asset Management
California
$55K +$55K +311 New
WOSD
1427
WFA of San Diego
California
$54K +$54K +306 New
MSFP
1428
Mark Sheptoff Financial Planning
Connecticut
$53K – – –
MW
1429
Milestone Wealth
New York
$52K – – –
FCG
1430
Financial Connections Group
California
$52K +$26.3K +151 +103%
GI
1431
Gradient Investments
Minnesota
$52K +$50.8K +286 +4,086%
GKIM
1432
GW&K Investment Management
Massachusetts
$52K +$52K +294 New
NFSG
1433
Newbridge Financial Services Group
Florida
$50K +$704 +4 +1%
SJIA
1434
St. James Investment Advisors
New York
$50K +$50K +285 New
BWM
1435
BerganKDV Wealth Management
Minnesota
$48K – – –
S
1436
Surevest
California
$47K -$47K -268 -50%
PCA
1437
Providence Capital Advisors
North Carolina
$44K – – –
BWS
1438
BCR Wealth Strategies
Alabama
$44K – – –
GWANC
1439
Guardian Wealth Advisors (North Carolina)
North Carolina
$42K – – –
GI
1440
GS Investments
Minnesota
$42K – – –
CWM
1441
Consultiva Wealth Management
Puerto Rico
$42K +$176 +1 +0.4%
BFG
1442
Baron Financial Group
New Jersey
$41.7K +$176 +1 +0.4%
SFFS
1443
Stonehage Fleming Financial Services
Jersey
$41K +$41K +235 New
CMP
1444
Coston McIsaac & Partners
Maine
$40K +$40K +225 New
IAMOG
1445
Investors Asset Management of Georgia
Georgia
$38K +$38K +214 New
CHC
1446
City Holding Co
West Virginia
$37K – – –
LS
1447
Leelyn Smith
Illinois
$37K +$19.3K +111 +109%
JGIA
1448
Jackson Grant Investment Advisers
Connecticut
$36K – – –
TRCT
1449
Tower Research Capital (TRC)
New York
$35K -$41.7K -238 -54%
OCM
1450
Orion Capital Management
California
$35K -$20.8K -117 -37%
56 57
58
59 60