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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.

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
1
Pathstone Family Office
New Jersey
$131M
2
CTB
2
Country Trust Bank
Illinois
$39.6M
3
CSIA
3
Charles Schwab Investment Advisory
California
$307M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$96.9M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$47.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.22B
2
OWM
2
Orgel Wealth Management
Wisconsin
$8.5M
3
CIAS
3
CBIZ Investment Advisory Services
Ohio
$0
4
Wells Fargo
4
Wells Fargo
California
$710M
5
State Street
5
State Street
Massachusetts
$94.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.22B -$703M -4,111,814 -18%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.62B -$5.01M -29,307 -0.3%
Morgan Stanley
3
Morgan Stanley
New York
$1.11B +$14.2M +82,914 +1%
Wells Fargo
4
Wells Fargo
California
$710M -$48M -280,789 -6%
LPL Financial
5
LPL Financial
California
$578M +$12.9M +75,447 +2%
UBS Group
6
UBS Group
Switzerland
$573M -$13.2M -77,138 -2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$557M -$2.02M -11,839 -0.4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$462M +$6.01M +35,142 +1%
Ameriprise
9
Ameriprise
Minnesota
$430M +$23.5M +137,369 +6%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$330M +$3.89M +22,771 +1%
Goldman Sachs
11
Goldman Sachs
New York
$327M +$14.5M +84,550 +5%
Creative Planning
12
Creative Planning
Kansas
$324M -$20.9M -122,034 -6%
CSIA
13
Charles Schwab Investment Advisory
California
$307M +$31.1M +182,162 +11%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$267M -$26.8M -156,592 -9%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$261M -$7.58M -44,358 -3%
Wealthfront Advisers
16
Wealthfront Advisers
California
$215M +$11.3M +65,863 +6%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$198M -$6.61M -38,700 -3%
GT
18
Glenmede Trust
Pennsylvania
$166M -$4.45M -26,051 -3%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$160M +$11.4M +66,458 +8%
Osaic Holdings
20
Osaic Holdings
Arizona
$157M -$6.32M -36,943 -4%
Stifel Financial
21
Stifel Financial
Missouri
$155M +$4.61M +26,977 +3%
TF
22
TIAA FSB
Florida
$142M -$1.31M -7,679 -0.9%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$142M +$3.49M +20,418 +3%
Mariner
24
Mariner
Kansas
$139M +$12.5M +73,004 +10%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$133M +$6.62M +38,709 +5%
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