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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
+$66.9M
2
CTB
Country Trust Bank
Illinois
+$39.4M
3
CSIA
Charles Schwab Investment Advisory
California
+$31.1M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$27.9M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$25.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$703M
2
OWM
Orgel Wealth Management
Wisconsin
-$188M
3
CIAS
CBIZ Investment Advisory Services
Ohio
-$53.5M
4
Wells Fargo
Wells Fargo
California
-$48M
5
State Street
State Street
Massachusetts
-$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
1526
MGO One Seven
Ohio
$1.56K -$233 -1,365 -13%
HFS
1527
HBC Financial Services
Washington
$1K -$680K -15,644 -100%
FA
1528
Faithward Advisors
Pennsylvania
$1K -$250 -1 -20%
CMA
1529
Cedar Mountain Advisors
Oregon
$1K – – –
JWM
1530
Janiczek Wealth Management
Colorado
$1K – – –
BWP
1531
Baldwin Wealth Partners
Massachusetts
$1K – – –
SIS
1532
Sound Income Strategies
Florida
$1K +$167 +1 +20%
PI
1533
PFS Investments
Georgia
$233 +$233 +1,361 New
NDSI
1534
Newman Dignan & Sheerar Inc
Rhode Island
$229 +$1 +5 +0.4%
JMF
1535
Johnson Midwest Financial
Iowa
$43 +$43 +249 New
CIAS
1536
CBIZ Investment Advisory Services
Ohio
– -$53.5M -303,853 Closed
ARC
1537
Advisor Resource Council
Texas
– -$8.44M -47,897 Closed
TWP
1538
Tower Wealth Partners
Pennsylvania
– -$8.07M -45,811 Closed
FTUS
1539
Flow Traders U.S.
New York
– -$5.91M -33,577 Closed
EFSCE
1540
Enterprise Financial Services Corp (EFSC)
Missouri
– -$4.36M -24,733 Closed
MIM
1541
Morningstar Investment Management
Illinois
– -$3.43M -19,464 Closed
FZCM
1542
Flynn Zito Capital Management
New York
– -$2.68M -15,189 Closed
OMC
1543
Old Mission Capital
Illinois
– -$2.52M -14,332 Closed
DFA
1544
DHK Financial Advisors
New Hampshire
– -$1.92M -10,901 Closed
CCM
1545
Chimera Capital Management
New York
– -$1.26M -7,160 Closed
IC
1546
Inscription Capital
Texas
– -$1.14M -6,470 Closed
JCM
1547
J2 Capital Management
Michigan
– -$1.04M -5,896 Closed
KTM
1548
Keeler Thomas Management
Utah
– -$614K -3,487 Closed
BA
1549
Bridgewater Advisors
New York
– -$566K -3,216 Closed
FA
1550
Fermata Advisors
California
– -$457K -2,593 Closed
60 61
62
63 64