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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 %
BFA
1601
Beaumont Financial Advisors
Massachusetts
– -$244K -1,149 Closed
SFM
1602
Signet Financial Management
New Jersey
– -$241K -1,135 Closed
B
1603
Bensler
Washington
– -$239K -1,124 Closed
GC
1604
GFG Capital
Florida
– -$234K -1,102 Closed
CAM
1605
Congress Asset Management
Massachusetts
– -$234K -1,100 Closed
LA
1606
LVW Advisors
New York
– -$233K -1,098 Closed
NAG
1607
Northstar Advisory Group
New Jersey
– -$232K -1,093 Closed
AWA
1608
Aletheian Wealth Advisors
Washington
– -$230K -1,081 Closed
RWRC
1609
R.W. Roge & Company
New York
– -$230K -1,080 Closed
PL
1610
Parthenon LLC
Kentucky
– -$229K -1,079 Closed
GKWIM
1611
Gerber Kawasaki Wealth & Investment Management
California
– -$227K -1,069 Closed
CF
1612
Corrigan Financial
Rhode Island
– -$227K -1,066 Closed
EI
1613
Ethic Inc
New York
– -$225K -1,061 Closed
FSG
1614
Financial Strategies Group
Michigan
– -$225K -1,060 Closed
WSWA
1615
Warren Street Wealth Advisors
California
– -$224K -1,056 Closed
SG
1616
Stonnington Group
California
– -$214K -1,043 Closed
MAA
1617
Matrix Asset Advisors
New York
– -$221K -1,038 Closed
GSC
1618
Ground Swell Capital
South Carolina
– -$221K -1,038 Closed
HIG
1619
Heritage Investment Group
Florida
– -$220K -1,033 Closed
MIM
1620
Moseley Investment Management
Florida
– -$219K -1,032 Closed
GW
1621
GW & Wade
Massachusetts
– -$219K -1,029 Closed
FG
1622
Foster Group
Iowa
– -$218K -1,026 Closed
RCS
1623
Retirement Capital Strategies
California
– -$210K -1,022 Closed
ULWM
1624
Upper Left Wealth Management
Florida
– -$216K -1,006 Closed
SDAM
1625
Shulman DeMeo Asset Management
New York
– -$213K -1,000 Closed
63 64
65
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