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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
$131M
2
CTB
Country Trust Bank
Illinois
$39.6M
3
CSIA
Charles Schwab Investment Advisory
California
$307M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$96.9M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$47.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.22B
2
OWM
Orgel Wealth Management
Wisconsin
$8.5M
3
CIAS
CBIZ Investment Advisory Services
Ohio
$0
4
Wells Fargo
Wells Fargo
California
$710M
5
State Street
State Street
Massachusetts
$94.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
126
Connecticut Wealth Management
Connecticut
$18.9M -$1.15M -6,732 -6%
CI
127
CX Institutional
Indiana
$18.5M +$2.77M +16,213 +18%
CFFP
128
Center for Financial Planning
Michigan
$18.3M +$370K +2,166 +2%
Northern Trust
129
Northern Trust
Illinois
$17.9M +$845K +4,946 +5%
CA
130
Crewe Advisors
Utah
$17.9M +$17.8M +104,334 +30,418%
MWP
131
Moller Wealth Partners
$17.8M +$113K +660 +0.6%
DIP
132
DT Investment Partners
Pennsylvania
$17.2M +$1.24M +7,282 +8%
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$17.1M +$4.01M +23,470 +31%
BFA
134
Bluestem Financial Advisors
Illinois
$17M +$261K +1,529 +2%
DJSG
135
D.J. St. Germain
Massachusetts
$16.9M – – –
BI
136
Ballast Inc
Kentucky
$16.9M +$268K +1,568 +2%
SW
137
SoFi Wealth
California
$16.9M +$764K +4,468 +5%
Cetera Investment Advisers
138
Cetera Investment Advisers
Illinois
$16.8M +$775K +4,535 +5%
FMWA
139
Forvis Mazars Wealth Advisors
Missouri
$16.2M +$2.63M +15,403 +19%
DIA
140
Davidson Investment Advisors
Montana
$16.2M +$6.23M +36,472 +62%
LIM
141
Leavell Investment Management
Alabama
$16.1M -$185K -1,085 -1%
DWM
142
Doyle Wealth Management
Florida
$15.9M +$301K +1,760 +2%
SAM
143
SP Asset Management
California
$15.9M +$1.16M +6,767 +8%
SG
144
StoneX Group
New York
$15.7M +$1.37M +8,040 +10%
BCM
145
Brookstone Capital Management
Illinois
$15.4M +$707K +4,074 +5%
JIC
146
Joel Isaacson & Co
New York
$15.4M -$266K -1,556 -2%
ANTB
147
AMG National Trust Bank
Colorado
$15.3M +$7.92M +46,355 +108%
BP
148
BCK Partners
New York
$15.3M -$777K -4,549 -5%
OPS
149
Orion Portfolio Solutions
Nebraska
$15.2M +$477K +2,789 +3%
Betterment LLC
150
Betterment LLC
New York
$15.2M – – –
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