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 %
PAS
176
Park Avenue Securities
New York
$13.1M +$381K +2,163 +3%
WCWM
177
Wooster Corthell Wealth Management
Connecticut
$13M +$600K +3,405 +5%
PW
178
Peninsula Wealth
California
$12.8M +$62.5K +355 +0.5%
REMPR
179
Roof Eidam Maycock Peralta (REMP)
California
$12.7M -$244K -1,384 -2%
WT
180
Whittier Trust
California
$12.7M -$292K -1,658 -2%
PA
181
Parallel Advisors
California
$12.6M +$1.02M +5,788 +9%
FFG
182
Frisch Financial Group
New York
$12.6M +$314K +1,781 +3%
AF
183
Arrow Financial
New York
$12.5M -$2.35M -13,341 -16%
JWM
184
JFG Wealth Management
Colorado
$12.4M +$1.82M +10,355 +17%
FA
185
Fiducient Advisors
Illinois
$12.3M +$71.7K +407 +0.6%
EWM
186
Empirical Wealth Management
Washington
$12.1M -$43K -244 -0.4%
MFGP
187
Marshall Financial Group (Pennsylvania)
Pennsylvania
$12.1M +$1.2M +6,809 +11%
SA
188
SAM Advisors
California
$11.9M +$264K +1,492 +2%
MA
189
Montag & Associates
Georgia
$11.8M -$3.6M -20,449 -23%
HWMG
190
Hurlow Wealth Management Group
Indiana
$11.7M +$335K +1,904 +3%
AF
191
Advisornet Financial
Minnesota
$11.7M +$734K +4,166 +7%
SMA
192
Sage Mountain Advisors
Georgia
$11.7M -$334K -1,895 -3%
W
193
Wealthquest
Ohio
$11.6M -$6.37M -36,153 -35%
HWM
194
HB Wealth Management
Georgia
$11.5M -$927K -5,263 -7%
BFPW
195
BOK Financial Private Wealth
Colorado
$11.4M +$479K +2,719 +4%
NHC
196
Nicholas Hoffman & Company
Georgia
$11.4M -$3.62M -20,570 -24%
MPW
197
MA Private Wealth
California
$11.3M -$993K -5,589 -8%
BA
198
Bristlecone Advisors
Washington
$11.3M +$126K +718 +1%
AllianceBernstein
199
AllianceBernstein
Tennessee
$11.3M +$3.08M +17,467 +37%
IDA
200
Intelligence Driven Advisers
California
$11.1M -$787K -4,421 -7%
6 7
8
9 10