VB icon

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 %
BCM
151
Brookstone Capital Management
Illinois
$15.4M +$863K +4,756 +6%
OPS
152
Orion Portfolio Solutions
Nebraska
$15.2M -$278K -1,581 -2%
WA
153
WBH Advisory
Maryland
$15.2M -$401K -2,242 -3%
Betterment LLC
154
Betterment LLC
New York
$15.2M -$498K -2,830 -3%
SAM
155
SP Asset Management
California
$15.2M +$3.94M +22,346 +35%
SWP
156
Stratos Wealth Partners
Ohio
$15.1M +$430K +2,444 +3%
SG
157
StoneX Group
New York
$14.7M +$849K +4,820 +6%
Comerica Bank
158
Comerica Bank
Texas
$14.5M +$165K +891 +1%
CCG
159
Chatham Capital Group
Georgia
$14.5M -$406K -2,303 -3%
MCM
160
Maryland Capital Management
Maryland
$14.4M +$825K +4,684 +6%
BAM
161
Berkshire Asset Management
Pennsylvania
$14.1M +$14.1M +80,006 New
GVAG
162
Great Valley Advisor Group
Delaware
$14.1M +$4.63M +26,275 +49%
FMWA
163
Forvis Mazars Wealth Advisors
Missouri
$14M -$4.33M -24,594 -24%
SC
164
Savant Capital
Illinois
$14M +$10.7M +60,573 +318%
AAP
165
Arax Advisory Partners
Colorado
$14M +$987K +5,602 +8%
WIM
166
Warwick Investment Management
Texas
$14M +$2.81M +15,957 +25%
AI
167
Atria Investments
North Carolina
$14M +$2.93M +16,662 +27%
CPIG
168
Chicago Partners Investment Group
Illinois
$13.8M +$272K +1,398 +2%
PFA
169
Pure Financial Advisors
California
$13.7M +$1.73M +9,847 +15%
AWM
170
AE Wealth Management
Kansas
$13.6M +$144K +817 +1%
DADC
171
D.A. Davidson & Co
Montana
$13.5M +$610K +3,465 +5%
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$13.5M +$171K +970 +1%
BPA
173
Beacon Pointe Advisors
California
$13.4M -$4.42M -25,110 -25%
CW
174
CreativeOne Wealth
Kansas
$13.2M +$548K +3,109 +4%
SI
175
Stephens Inc
Arkansas
$13.1M -$112K -637 -0.8%
5 6
7
8 9