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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 %
BFPW
201
BOK Financial Private Wealth
Colorado
$11M -$102K -594 -0.9%
AllianceBernstein
202
AllianceBernstein
Tennessee
$10.9M -$78.1K -457 -0.7%
AWS
203
AJ Wealth Strategies
New York
$10.9M +$465K +2,718 +4%
Financial Engines Advisors
204
Financial Engines Advisors
California
$10.8M +$2.87M +16,789 +36%
SIC
205
Salem Investment Counselors
North Carolina
$10.8M +$150K +880 +1%
SRC
206
Sage Rhino Capital
California
$10.8M +$823K +4,818 +8%
WTC
207
WhitTier Trust Company
Nevada
$10.7M +$302K +1,767 +3%
HSBC Holdings
208
HSBC Holdings
United Kingdom
$10.5M -$15.4M -90,194 -59%
BRWA
209
B. Riley Wealth Advisors
Florida
$10.3M +$5.53M +32,369 +116%
WIC
210
Woodmont Investment Counsel
Tennessee
$10.3M +$1.14M +6,673 +12%
CHP
211
Cable Hill Partners
Oregon
$10.3M +$1.06M +6,230 +12%
V
212
Veritable
Delaware
$10.2M -$375K -2,192 -4%
PCMC
213
Private Capital Management (Colorado)
Colorado
$10.1M +$3.97M +23,258 +65%
SA
214
Shilanski & Associates
Alaska
$10.1M +$10.1M +59,226 New
CWAG
215
Compton Wealth Advisory Group
Virginia
$10.1M -$50.9K -298 -0.5%
Cerity Partners
216
Cerity Partners
New York
$10.1M +$477K +2,790 +5%
BSW
217
Buckingham Strategic Wealth
Missouri
$10.1M +$759K +4,443 +8%
DK
218
David Kennon
Florida
$9.94M +$9.94M +58,150 New
CB
219
Cadence Bank
Mississippi
$9.93M -$174K -1,018 -2%
NIM
220
Northeast Investment Management
Massachusetts
$9.88M +$1.91M +11,201 +24%
MWC
221
MBM Wealth Consultants
Missouri
$9.8M +$1.62M +9,216 +20%
EC
222
Estate Counselors
Wisconsin
$9.72M +$2.82M +16,495 +41%
WFM
223
Wolff Financial Management
Michigan
$9.72M +$450K +2,633 +5%
KPWS
224
Kestra Private Wealth Services
Texas
$9.61M +$2.17M +12,714 +29%
AA
225
ALPS Advisors
Colorado
$9.55M -$58.1K -340 -0.6%
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