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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 %
SI
176
Stephens Inc
Arkansas
$12.6M -$154K -900 -1%
PW
177
Peninsula Wealth
California
$12.5M +$68.4K +400 +0.5%
MFGP
178
Marshall Financial Group (Pennsylvania)
Pennsylvania
$12.5M +$752K +4,401 +6%
USCWA
179
U.S. Capital Wealth Advisors
Texas
$12.4M -$2.83M -16,532 -19%
WT
180
Whittier Trust
California
$12.4M +$5.47K +32 +0%
EWM
181
Empirical Wealth Management
Washington
$12.2M +$445K +2,606 +4%
PFA
182
Pure Financial Advisors
California
$12.2M -$1.05M -6,117 -8%
BPA
183
Beacon Pointe Advisors
California
$12.1M -$884K -5,176 -7%
DADC
184
D.A. Davidson & Co
Montana
$12M -$1.13M -6,588 -9%
FA
185
Fiducient Advisors
Illinois
$12M +$74.7K +437 +0.6%
AF
186
Arrow Financial
New York
$12M -$197K -1,152 -2%
FFG
187
Fullen Financial Group
Ohio
$11.9M +$607K +3,232 +5%
HWMG
188
Hurlow Wealth Management Group
Indiana
$11.8M +$441K +2,581 +4%
AF
189
Advisornet Financial
Minnesota
$11.6M +$253K +1,478 +2%
SA
190
SAM Advisors
California
$11.6M +$62.9K +368 +0.5%
MPW
191
MA Private Wealth
California
$11.5M +$66.2K +370 +0.6%
VWA
192
Visionary Wealth Advisors
Illinois
$11.4M -$13.4M -78,210 -54%
IWC
193
Integrated Wealth Concepts
Massachusetts
$11.4M +$1.12M +6,530 +11%
AI
194
Atria Investments
North Carolina
$11.2M -$2.34M -13,695 -17%
BFA
195
Brown Financial Advisory
Alabama
$11.2M +$855K +5,003 +8%
FHA
196
Flagship Harbor Advisors
Massachusetts
$11.2M +$667K +3,904 +6%
AIM
197
Acropolis Investment Management
Missouri
$11.1M +$890K +5,208 +9%
BA
198
Bristlecone Advisors
Washington
$11.1M +$131K +769 +1%
Koshinski Asset Management
199
Koshinski Asset Management
Illinois
$11M +$553K +3,238 +5%
SMA
200
Sage Mountain Advisors
Georgia
$11M -$288K -1,685 -3%
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