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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 %
FBT
1476
First Bank & Trust
South Dakota
$22K – – –
TIM
1477
Tevis Investment Management
Texas
$21K – – –
1IA
1478
1834 Investment Advisors
Wisconsin
$20K – – –
CCM
1479
Cribstone Capital Management
Maine
$20K +$19.5K +108 +3,600%
WBC
1480
West Branch Capital
Massachusetts
$19K – – –
TSW
1481
Thompson Siegel & Walmsley
Virginia
$18K – – –
IF
1482
Integrity Financial
Wyoming
$18K +$12.9K +74 +255%
LWANC
1483
Laurel Wealth Advisors (North Carolina)
North Carolina
$17K – – –
SN
1484
Sittner & Nelson
Oregon
$17K – – –
HBW
1485
Hazlett, Burt & Watson
West Virginia
$17K – – –
CBT
1486
Central Bank & Trust
Kentucky
$17K – – –
HFS
1487
Heritage Financial Services
Massachusetts
$17K +$17K +100 New
MFC
1488
Morris Financial Concepts
South Carolina
$16K – – –
SA
1489
SRH Advisors
Kansas
$16K – – –
HWM
1490
HighMark Wealth Management
Minnesota
$16K +$1.2K +7 +8%
CM
1491
Cornerstone Management
Georgia
$15.7K +$528 +3 +3%
PP
1492
PFS Partners
New Jersey
$14.7K +$175 +1 +1%
WWM
1493
Wagner Wealth Management
South Carolina
$14K -$14K -81 -50%
AP
1494
Atwood & Palmer
Missouri
$14K -$12.3K -70 -47%
AW
1495
Avion Wealth
Texas
$14K – – –
FP
1496
Financial Perspectives
Minnesota
$13K +$1.41K +8 +12%
SFC
1497
SYM Financial Corp
Indiana
$13K -$6.93K -40 -35%
BAM
1498
Byrne Asset Management
New Jersey
$13K -$1.58K -9 -11%
CJL
1499
Cyrus J. Lawrence
New York
$13K – – –
GWM
1500
Grand Wealth Management
Michigan
$13K – – –
58 59
60
61 62