VB icon

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 %
PWM
1576
PRW Wealth Management
Massachusetts
– -$205K -1,165 Closed
WDL
1577
Well Done LLC
Michigan
– -$204K -1,158 Closed
DE
1578
Day & Ennis
Georgia
– -$202K -1,147 Closed
LCOV
1579
London Company of Virginia
Virginia
– -$201K -1,139 Closed
LMKC
1580
L.M. Kohn & Company
Ohio
– -$201K -1,138 Closed
PJSIMP
1581
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$222K -1,131 Closed
CP
1582
Castleview Partners
Texas
– -$131K -695 Closed
CWP
1583
Concord Wealth Partners
Virginia
– -$103K -585 Closed
CWM
1584
Curi Wealth Management
North Carolina
– -$65K -372 Closed
RCM
1585
Regency Capital Management
Hawaii
– -$57K -326 Closed
TWP
1586
TFO Wealth Partners
Ohio
– -$55K -311 Closed
WOSD
1587
WFA of San Diego
California
– -$54K -306 Closed
BWS
1588
BCR Wealth Strategies
Alabama
– -$44K -248 Closed
BFG
1589
Baron Financial Group
New Jersey
– -$41.7K -237 Closed
SFFS
1590
Stonehage Fleming Financial Services
Jersey
– -$41K -235 Closed
TRCT
1591
Tower Research Capital (TRC)
New York
– -$35K -200 Closed
SFCL
1592
Strengthening Families & Communities LLC
Massachusetts
– -$35K -164 Closed
CIA
1593
Cascade Investment Advisors
Oregon
– -$26.1K -148 Closed
SIAP
1594
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$23K -131 Closed
FBT
1595
First Bank & Trust
South Dakota
– -$22K -127 Closed
1IA
1596
1834 Investment Advisors
Wisconsin
– -$20K -111 Closed
HFS
1597
Heritage Financial Services
Massachusetts
– -$17K -100 Closed
GWM
1598
Grand Wealth Management
Michigan
– -$13K -76 Closed
NL
1599
NVWM LLC
Pennsylvania
– -$6K -32 Closed
SFG
1600
Steward Financial Group
Texas
– -$2K -16 Closed
61 62 63
64
65