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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.

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
1
Orgel Wealth Management
Wisconsin
$203M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$211M
3
CIAS
3
CBIZ Investment Advisory Services
Ohio
$53.5M
4
AAS
4
Annex Advisory Services
Wisconsin
$118M
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$60.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.04B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.73B
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
CSIA
4
Charles Schwab Investment Advisory
California
$284M
5
AWA
5
Aaron Wealth Advisors
Illinois
$736K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$4.04B 22,942,491 -4,039,792 -15%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.73B 9,504,077 -1,462,286 -13%
Morgan Stanley
3
Morgan Stanley
New York
$1.12B 6,387,437 +202,671 +3%
Wells Fargo
4
Wells Fargo
California
$781M 4,433,213 +82,928 +2%
UBS Group
5
UBS Group
Switzerland
$604M 3,432,375 -233,181 -6%
LPL Financial
6
LPL Financial
California
$583M 3,308,038 +113,767 +4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$576M 3,269,389 -185,615 -5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$470M 2,666,657 -39,451 -1%
Ameriprise
9
Ameriprise
Minnesota
$419M 2,380,447 -125,527 -5%
Creative Planning
10
Creative Planning
Kansas
$355M 2,018,604 +166,842 +9%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$336M 1,909,464 -24,396 -1%
Goldman Sachs
12
Goldman Sachs
New York
$322M 1,826,471 -90,209 -5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$303M 1,718,048 -198,490 -10%
CSIA
14
Charles Schwab Investment Advisory
California
$284M 1,611,774 -800,213 -33%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$277M 1,570,177 +204,103 +15%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$211M 1,199,253 +597,186 +99%
Wealthfront Advisers
17
Wealthfront Advisers
California
$210M 1,190,326 +68,903 +6%
OWM
18
Orgel Wealth Management
Wisconsin
$203M 1,151,976 +1,151,976 New
GT
19
Glenmede Trust
Pennsylvania
$175M 995,878 -27,996 -3%
Osaic Holdings
20
Osaic Holdings
Arizona
$168M 952,848 +561 +0.1%
Stifel Financial
21
Stifel Financial
Missouri
$155M 882,678 +48,129 +6%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$154M 872,145 -75,954 -8%
TF
23
TIAA FSB
Florida
$148M 841,351 -16,348 -2%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$142M 809,136 -3,906 -0.5%
State Street
25
State Street
Massachusetts
$141M 798,687 +210,701 +36%
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