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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,384 hedge funds and large institutions have $27.6B invested in Vanguard Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 665 increasing their positions, 403 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
+27
Holders Change %
+1.99%
% of All Funds
24.16%
Holding in Top 10
156
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.45%
% of All Funds
2.72%
New
111
Increased
665
Reduced
403
Closed
61
Calls
$10.7M
Puts
$4.12M
Net Calls
+$6.6M
Net Calls Change
-$855K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$185M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$123M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$118M
4
LPL Financial
LPL Financial
California
+$76.3M
5
Bank of America
Bank of America
North Carolina
+$67.7M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$64.9M
2
CIAS
CBIZ Investment Advisory Services
Ohio
-$63.7M
3
Morgan Stanley
Morgan Stanley
New York
-$53.2M
4
SFS
Sowell Financial Services
Arkansas
-$28.9M
5
WL
WIT LLC
District of Columbia
-$28.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
226
Paradigm Financial Advisors
Missouri
$10.4M -$363K -1,613 -3%
GT
227
Glenview Trust
Kentucky
$10.3M +$96K +426 +0.9%
AIM
228
Acropolis Investment Management
Missouri
$10.3M -$617K -2,738 -6%
MFA
229
McClarren Financial Advisors
Pennsylvania
$10.3M +$1.01M +4,487 +11%
TCM
230
TD Capital Management
Tennessee
$10.3M +$13.1K +58 +0.1%
HNW
231
High Note Wealth
Minnesota
$10.2M -$71.8K -319 -0.7%
WFA
232
Wells Financial Advisors
Massachusetts
$10.1M +$1.35K +6 +0%
BAM
233
Baldrige Asset Management
Pennsylvania
$10M +$60.8K +270 +0.6%
UFA
234
US Financial Advisors
Massachusetts
$10M -$7.4M -32,847 -42%
PWM
235
Praetorian Wealth Management
California
$9.7M +$24.1K +107 +0.2%
WA
236
Wealth Architects
California
$9.68M -$112K -499 -1%
W
237
WealthOne
New York
$9.58M +$4.73K +21 +0%
AFS
238
Annapolis Financial Services
Maryland
$9.49M -$43.7K -194 -0.5%
BC
239
Bartlett & Co
Ohio
$9.47M +$166K +739 +2%
BCWM
240
Bartlett & Co Wealth Management
Ohio
$9.47M +$166K +739 +2%
BRWA
241
B. Riley Wealth Advisors
Florida
$9.46M +$774K +3,439 +9%
DY
242
Dowling & Yahnke
California
$9.45M -$1.73M -7,659 -15%
Lazard Asset Management
243
Lazard Asset Management
New York
$9.4M -$31.8K -141 -0.3%
SB
244
Simmons Bank
Arkansas
$9.26M +$416K +1,845 +5%
BAIA
245
Bel Air Investment Advisors
California
$9.22M -$184K -816 -2%
Brown Advisory
246
Brown Advisory
Maryland
$9.2M +$4.37M +19,420 +91%
BPA
247
Beacon Pointe Advisors
California
$9.16M +$1.45M +6,446 +19%
CG
248
Caprock Group
Idaho
$9.16M +$1.41M +6,249 +18%
CFGF
249
Compass Financial Group (Florida)
Florida
$9.14M +$196K +872 +2%
MCA
250
Magnolia Capital Advisors
Mississippi
$9.07M +$9.07M +40,254 New
8 9
10
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