VB icon

Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,593 hedge funds and large institutions have $27.9B invested in Vanguard Small-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 725 increasing their positions, 524 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,593
Holders Change
-14
Holders Change %
-0.87%
% of All Funds
25.21%
Holding in Top 10
168
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-7.69%
% of All Funds
2.66%
New
109
Increased
725
Reduced
524
Closed
101
Calls
$14.8M
Puts
$12.7M
Net Calls
+$2.1M
Net Calls Change
-$10.9M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$201M
2
Citadel Advisors
Citadel Advisors
Florida
+$200M
3
CSIA
Charles Schwab Investment Advisory
California
+$79.9M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$74.1M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$66.4M

Top Sellers

1
CM
Churchill Management
California
-$211M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$202M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$192M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$164M
5
WL
WIT LLC
District of Columbia
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
1476
PSI Advisors
Florida
$68K -$17.1K -81 -20%
PP
1477
Pacifica Partners
Canada
$67K – – –
MW
1478
Milestone Wealth
New York
$67K – – –
OCM
1479
Orion Capital Management
California
$67K +$49.5K +232 +283%
SWM
1480
Selective Wealth Management
Virginia
$67K +$67K +316 New
MSFP
1481
Mark Sheptoff Financial Planning
Connecticut
$64K +$64K +300 New
JWBC
1482
John W. Brooker & Co
California
$63K +$30.9K +144 +96%
NFSG
1483
Newbridge Financial Services Group
Florida
$59K +$8.85K +42 +18%
BWM
1484
BerganKDV Wealth Management
Minnesota
$58K – – –
AWM
1485
Atticus Wealth Management
Florida
$58K +$2.35K +11 +4%
KPCM
1486
Kings Point Capital Management
New York
$57K – – –
RCM
1487
Robinson Capital Management
Michigan
$54K +$54K +250 New
CAAS
1488
Capital Asset Advisory Services
Michigan
$53K -$806K -3,771 -94%
PCA
1489
Providence Capital Advisors
North Carolina
$53K – – –
BWS
1490
BCR Wealth Strategies
Alabama
$53K – – –
HFA
1491
HC Financial Advisors
California
$52K – – –
LIA
1492
LS Investment Advisors
Michigan
$52K – – –
MHR
1493
Matthew Hamilton Rosenberg
$52K +$42.6K +199 +452%
GWANC
1494
Guardian Wealth Advisors (North Carolina)
North Carolina
$51K – – –
BFG
1495
Baron Financial Group
New Jersey
$50.2K +$26.6K +125 +113%
CWM
1496
Consultiva Wealth Management
Puerto Rico
$50K – – –
CHC
1497
City Holding Co
West Virginia
$45K – – –
GI
1498
GS Investments
Minnesota
$45K +$9.25K +45 +26%
JGIA
1499
Jackson Grant Investment Advisers
Connecticut
$43K +$43K +203 New
RCM
1500
Rain Capital Management
Oregon
$41K +$214 +1 +0.5%
58 59
60
61 62