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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 %
B
1551
Barings
North Carolina
– -$11.8M -55,614 Closed
WI
1552
WBI Investments
New Jersey
– -$8.95M -42,231 Closed
PG
1553
Prostatis Group
Maryland
– -$3.89M -18,312 Closed
TWP
1554
Transparent Wealth Partners
Arkansas
– -$2.31M -10,885 Closed
SPIO
1555
Seven Post Investment Office
California
– -$2.31M -10,884 Closed
LWMNY
1556
Landmark Wealth Management (New York)
New York
– -$1.02M -9,574 Closed
VCM
1557
Virtue Capital Management
Tennessee
– -$1.51M -7,104 Closed
CGIM
1558
Cannon Global Investment Management
Florida
– -$1.42M -6,690 Closed
RVPG
1559
Relative Value Partners Group
– -$1.32M -6,226 Closed
GM
1560
GeoWealth Management
Illinois
– -$1.3M -6,118 Closed
HH
1561
Hilltop Holdings
Texas
– -$1.05M -4,929 Closed
Renaissance Technologies
1562
Renaissance Technologies
New York
– -$956K -4,500 Closed
SL
1563
Systelligence LLC
Minnesota
– -$949K -4,465 Closed
MWA
1564
MFA Wealth Advisors
Pennsylvania
– -$887K -4,178 Closed
ATIA
1565
American Trust Investment Advisors
New Hampshire
– -$742K -3,490 Closed
SWP
1566
Strategic Wealth Partners
Ohio
– -$740K -3,480 Closed
CCM
1567
Corsair Capital Management
New York
– -$577K -3,280 Closed
VPIM
1568
Vanguard Personalized Indexing Management
California
– -$551K -2,593 Closed
AC
1569
Avestar Capital
New York
– -$522K -2,458 Closed
TI
1570
Trexquant Investment
Connecticut
– -$500K -2,353 Closed
OWA
1571
One Wealth Advisors
California
– -$495K -2,327 Closed
BWM
1572
BCS Wealth Management
Tennessee
– -$464K -2,185 Closed
PWP
1573
Personal Wealth Partners
Minnesota
– -$457K -2,149 Closed
LA
1574
Latitude Advisors
Florida
– -$430K -2,022 Closed
FANJ
1575
Financial Architects (New Jersey)
New Jersey
– -$418K -1,967 Closed
61 62
63
64 65