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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 %
ZIG
1526
Zullo Investment Group
Pennsylvania
$4K -$20.8K -125 -84%
ATC
1527
Adirondack Trust Company
New York
$4K – – –
AFG
1528
Albion Financial Group
Utah
$4K – – –
SSC
1529
Syverson Strege & Co
Iowa
$4K – – –
GC
1530
Gould Capital
Washington
$4K – – –
AWM
1531
Aberdeen Wealth Management
Illinois
$4K – – –
BEI
1532
Benjamin Edwards Inc
Missouri
$4K +$4K +24 New
CIM
1533
Contravisory Investment Management
Massachusetts
$3K – – –
IRC
1534
Investors Research Corp
Georgia
$3K – – –
AC
1535
AlphaCore Capital
California
$3K +$1.42K +9 +90%
NMG
1536
New Millennium Group
Utah
$3K +$3K +14 New
CSWG
1537
Cardinal Strategic Wealth Guidance
Kentucky
$2K – – –
FMP
1538
Financial Management Professionals
Texas
$2K – – –
SFG
1539
Steward Financial Group
Texas
$2K +$1.13K +9 +129%
APW
1540
Axim Planning & Wealth
Ohio
$2K +$2K +14 New
TAIM
1541
TD Ameritrade Investment Management
Nebraska
$1K -$5.63K -45 -85%
BWP
1542
Baldwin Wealth Partners
Massachusetts
$1K – – –
FA
1543
Faithward Advisors
Pennsylvania
$1K – – –
JWM
1544
Janiczek Wealth Management
Colorado
$1K – – –
SIS
1545
Sound Income Strategies
Florida
$1K – – –
KA
1546
Kozak & Associates
Colorado
$1K – – –
CMA
1547
Cedar Mountain Advisors
Oregon
$1K – – –
LPWM
1548
Lake Point Wealth Management
Texas
$1K +$1K +5 New
FMB
1549
Field & Main Bank
Kentucky
$1K +$1K +8 New
Citadel Advisors
1550
Citadel Advisors
Florida
– -$202M -950,256 Closed
60 61
62
63 64