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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 %
SIC
201
Salem Investment Counselors
North Carolina
$11M +$273K +1,552 +3%
V
202
Veritable
Delaware
$10.9M +$857K +4,869 +9%
FHA
203
Flagship Harbor Advisors
Massachusetts
$10.8M +$911K +5,172 +9%
Koshinski Asset Management
204
Koshinski Asset Management
Illinois
$10.8M +$274K +1,557 +3%
AWS
205
AJ Wealth Strategies
New York
$10.7M -$2.15M -12,205 -17%
WTC
206
WhitTier Trust Company
Nevada
$10.7M +$158K +898 +1%
AA
207
Ancora Advisors
Ohio
$10.7M -$164K -932 -2%
BFA
208
Brown Financial Advisory
Alabama
$10.7M +$466K +2,644 +5%
Kovitz Investment Group Partners
209
Kovitz Investment Group Partners
Illinois
$10.7M -$130K -737 -1%
FFG
210
Fullen Financial Group
Ohio
$10.6M +$632K +3,591 +6%
AIM
211
Acropolis Investment Management
Missouri
$10.6M +$1.15M +6,515 +12%
IWC
212
Integrated Wealth Concepts
Massachusetts
$10.5M +$3.64M +20,684 +53%
CWAG
213
Compton Wealth Advisory Group
Virginia
$10.5M +$62.2K +353 +0.6%
CB
214
Cadence Bank
Mississippi
$10.4M -$564K -3,201 -5%
DIA
215
Davidson Investment Advisors
Montana
$10.3M -$1.46M -8,308 -12%
SRC
216
Sage Rhino Capital
California
$10.2M +$582K +3,302 +6%
HNB
217
Huntington National Bank
Ohio
$9.94M -$12.4M – –
Cerity Partners
218
Cerity Partners
New York
$9.93M +$170K +963 +2%
AA
219
ALPS Advisors
Colorado
$9.9M +$541K +3,070 +6%
HWM
220
Horizons Wealth Management
North Carolina
$9.6M +$9.6M +46,969 New
BSW
221
Buckingham Strategic Wealth
Missouri
$9.57M +$2.13M +12,088 +29%
EWA
222
Evolution Wealth Advisors
Florida
$9.57M +$11.5K +65 +0.1%
WFM
223
Wolff Financial Management
Michigan
$9.55M +$242K +1,377 +3%
CHP
224
Cable Hill Partners
Oregon
$9.5M +$9.5M +53,967 New
SHGA
225
Sand Hill Global Advisors
California
$9.49M +$4.34M +24,663 +84%
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