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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 %
SFCL
1451
Strengthening Families & Communities LLC
Massachusetts
$35K – – –
PPWM
1452
PFG Private Wealth Management
Florida
$34K -$32.2K -184 -49%
RCM
1453
Rain Capital Management
Oregon
$34K +$176 +1 +0.5%
BLC
1454
Brown, Lisle/Cummings
Rhode Island
$33.5K – – –
EIP
1455
Ellis Investment Partners
Pennsylvania
$31K +$8.56K +50 +38%
GAG
1456
Goodman Advisory Group
Massachusetts
$30K +$30K +173 New
AA
1457
Addison Advisors
Vermont
$29K – – –
LDFR
1458
Lehman & Derafelo Financial Resources
Pennsylvania
$29K +$29K +162 New
OA
1459
Operose Advisors
Wisconsin
$28K – – –
MAWCM
1460
Mine & Arao Wealth Creation & Management
California
$28K – – –
PFA
1461
Professional Financial Advisors
Nebraska
$28K +$2.47K +14 +10%
BBPWM
1462
Blue Bell Private Wealth Management
Pennsylvania
$27K – – –
CIA
1463
Cascade Investment Advisors
Oregon
$26.1K – – –
HDIM
1464
Hanson & Doremus Investment Management
Vermont
$26K – – –
CT
1465
Clearstead Trust
Maine
$26K – – –
CH
1466
Canton Hathaway
Rhode Island
$26K – – –
FM
1467
Family Management
New York
$26K +$26K +150 New
MCM
1468
Magnolia Capital Management
New York
$25K – – –
ANBT
1469
American National Bank & Trust
Texas
$25K – – –
BAM
1470
Bellevue Asset Management
Washington
$25K +$177 +1 +0.7%
CB
1471
CNB Bank
Pennsylvania
$24K – – –
SIAP
1472
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$23K – – –
KFI
1473
Key Financial Inc
Pennsylvania
$23K – – –
HF
1474
Halpern Financial
Virginia
$22.9K – – –
M
1475
MOTCO
Texas
$22K – – –
57 58
59
60 61