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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 %
CS
1426
Credit Suisse
Switzerland
$42K -$73.8K -429 -64%
PCA
1427
Providence Capital Advisors
North Carolina
$42K – – –
CWM
1428
Consultiva Wealth Management
Puerto Rico
$41K – – –
CMP
1429
Coston McIsaac & Partners
Maine
$38K – – –
GI
1430
GS Investments
Minnesota
$37K – – –
CHC
1431
City Holding Co
West Virginia
$36K – – –
JGIA
1432
Jackson Grant Investment Advisers
Connecticut
$35K +$172 +1 +0.5%
OCM
1433
Orion Capital Management
California
$34K – – –
PFT
1434
Providence First Trust
Arizona
$34K +$34K +200 New
RCM
1435
Rain Capital Management
Oregon
$33K – – –
KFI
1436
Key Financial Inc
Pennsylvania
$33K +$11.6K +69 +54%
BLC
1437
Brown, Lisle/Cummings
Rhode Island
$32.7K +$171 +1 +0.5%
EIP
1438
Ellis Investment Partners
Pennsylvania
$32K +$1.35K +8 +4%
NFSG
1439
Newbridge Financial Services Group
Florida
$30K -$19K -110 -39%
GAG
1440
Goodman Advisory Group
Massachusetts
$30K – – –
LDFR
1441
Lehman & Derafelo Financial Resources
Pennsylvania
$28K – – –
AA
1442
Addison Advisors
Vermont
$28K – – –
MAWCM
1443
Mine & Arao Wealth Creation & Management
California
$27K – – –
PFA
1444
Professional Financial Advisors
Nebraska
$27K – – –
CH
1445
Canton Hathaway
Rhode Island
$26K – – –
BBPWM
1446
Blue Bell Private Wealth Management
Pennsylvania
$26K – – –
FM
1447
Family Management
New York
$26K – – –
HDIM
1448
Hanson & Doremus Investment Management
Vermont
$25K – – –
BAM
1449
Bellevue Asset Management
Washington
$25K – – –
ANBT
1450
American National Bank & Trust
Texas
$24K – – –
56 57
58
59 60