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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 %
PP
126
PrairieView Partners
Minnesota
$19.6M +$1.54M +8,763 +9%
PWMAG
127
Pinnacle Wealth Management Advisory Group
New Jersey
$19.5M -$2.57M -14,614 -12%
EW
128
Emerson Wealth
Michigan
$19.2M +$213K +1,210 +1%
WF
129
Whelan Financial
California
$18.8M -$1.05M -5,960 -5%
MECA
130
Miller Equity Capital Advisors
Texas
$18.8M +$6.67M +37,855 +55%
CFFP
131
Center for Financial Planning
Michigan
$18.5M -$1.6M -9,110 -8%
MWP
132
Moller Wealth Partners
$18.2M +$821K +4,662 +5%
Northern Trust
133
Northern Trust
Illinois
$17.6M +$490K +2,785 +3%
BFA
134
Bluestem Financial Advisors
Illinois
$17.2M +$1.65M +9,395 +11%
BI
135
Ballast Inc
Kentucky
$17.2M +$1.18M +6,690 +7%
DJSG
136
D.J. St. Germain
Massachusetts
$16.9M -$366K -2,077 -2%
NA
137
NewEdge Advisors
Louisiana
$16.8M +$2.24M +12,703 +15%
LIM
138
Leavell Investment Management
Alabama
$16.7M +$604K +3,428 +4%
AWM
139
Altium Wealth Management
New York
$16.7M +$4.49M +25,515 +37%
SW
140
SoFi Wealth
California
$16.6M +$1M +5,682 +6%
BP
141
BCK Partners
New York
$16.5M +$482K +2,738 +3%
Cetera Investment Advisers
142
Cetera Investment Advisers
Illinois
$16.5M +$388K +2,201 +2%
DIP
143
DT Investment Partners
Pennsylvania
$16.4M +$617K +3,503 +4%
CI
144
CX Institutional
Indiana
$16.2M -$3.6M -20,418 -18%
JIC
145
Joel Isaacson & Co
New York
$16.1M -$945K -5,366 -6%
DWM
146
Doyle Wealth Management
Florida
$16M +$435K +2,472 +3%
IFPL
147
Investments & Financial Planning LLC
Kentucky
$15.7M +$571K +3,242 +4%
USCWA
148
U.S. Capital Wealth Advisors
Texas
$15.7M +$538K +3,055 +4%
CCM
149
Coldstream Capital Management
Washington
$15.7M -$1.08M -6,142 -6%
NCM
150
Nelson Capital Management
California
$15.4M -$794K -4,507 -5%
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