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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
$211M
3
CIAS
CBIZ Investment Advisory Services
Ohio
$53.5M
4
AAS
Annex Advisory Services
Wisconsin
$118M
5
Natixis Advisors
Natixis Advisors
Massachusetts
$60.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.04B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$1.73B
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
CSIA
Charles Schwab Investment Advisory
California
$284M
5
AWA
Aaron Wealth Advisors
Illinois
$736K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
1501
Castle Wealth Management
Florida
$13K +$13K +76 New
WPA
1502
West Paces Advisors
Georgia
$12.7K -$46.3K -263 -79%
PWM
1503
Provident Wealth Management
Tennessee
$12K – – –
RPCA
1504
Running Point Capital Advisors
California
$12K – – –
RG
1505
Retirement Group
California
$12K +$6.18K +35 +106%
IWMA
1506
Ironwood Wealth Management (Arizona)
Arizona
$11K – – –
MCM
1507
McMillion Capital Management
North Carolina
$11K +$11K +63 New
ODG
1508
O'Dell Group
Ohio
$9K – – –
OHWP
1509
Oak Harbor Wealth Partners
North Carolina
$9K – – –
MHR
1510
Matthew Hamilton Rosenberg
$8K -$36.2K -199 -82%
SCA
1511
Stonebridge Capital Advisors
Minnesota
$8K -$3.56K -20 -31%
LB
1512
Legacy Bridge
Iowa
$8K – – –
HNWAG
1513
High Net Worth Advisory Group
Florida
$8K – – –
LSA
1514
Lansing Street Advisors
Pennsylvania
$8K +$4.5K +27 +129%
VCM
1515
Versant Capital Management
Arizona
$8K +$8K +43 New
HMS
1516
Hanseatic Management Services
New Mexico
$7K -$1.64M -9,867 -100%
HI
1517
Hudock Inc
Pennsylvania
$7K – – –
JHCP
1518
Jackson Hole Capital Partners
Oklahoma
$7K +$1.8K +10 +34%
MIM
1519
MTM Investment Management
South Carolina
$6K – – –
NL
1520
NVWM LLC
Pennsylvania
$6K – – –
SPWM
1521
Spartan Planning & Wealth Management
North Carolina
$6K +$500 +3 +9%
BNP Paribas Financial Markets
1522
BNP Paribas Financial Markets
France
$5.81K -$4.05K -23 -41%
BRWM
1523
B. Riley Wealth Management
Tennessee
$5.38K +$706 +4,011 +15%
ZC
1524
Zeit Capital
Colorado
$5K – – –
M1FG
1525
Mach-1 Financial Group
Arkansas
$5K +$5K +29 New
59 60
61
62 63