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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,397 hedge funds and large institutions have $27.5B invested in Vanguard Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 681 increasing their positions, 387 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,397
Holders Change
+13
Holders Change %
+0.94%
% of All Funds
24.53%
Holding in Top 10
148
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.13%
% of All Funds
2.6%
New
91
Increased
681
Reduced
387
Closed
55
Calls
$13.1M
Puts
$1.19M
Net Calls
+$11.9M
Net Calls Change
+$5.29M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$790M
2
Wells Fargo
2
Wells Fargo
California
$1.06B
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.59B
4
CSIA
4
Charles Schwab Investment Advisory
California
$383M
5
Franklin Resources
5
Franklin Resources
California
$68.2M

Top Sellers

1
WFS
1
Weitzel Financial Services
Iowa
$1.02M
2
Bank of America
2
Bank of America
North Carolina
$5.3B
3
Creative Planning
3
Creative Planning
Kansas
$390M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$68.2M
5
CIAS
5
CBIZ Investment Advisory Services
Ohio
$65.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNW
226
High Note Wealth
Minnesota
$10.1M +$135K +617 +1%
GT
227
Glenview Trust
Kentucky
$10M +$437 +2 +0%
WA
228
Wealth Architects
California
$10M +$626K +2,865 +7%
TCM
229
TD Capital Management
Tennessee
$10M +$26.5K +121 +0.3%
WFA
230
Wells Financial Advisors
Massachusetts
$9.95M +$152K +695 +2%
PFA
231
Paradigm Financial Advisors
Missouri
$9.89M -$153K -698 -2%
AMG
232
Asset Management Group
Connecticut
$9.88M +$1.3M +5,951 +15%
UFA
233
US Financial Advisors
Massachusetts
$9.77M +$30.8K +141 +0.3%
CHP
234
Cable Hill Partners
Oregon
$9.74M +$1.61M +7,347 +20%
BAM
235
Baldrige Asset Management
Pennsylvania
$9.65M -$102K -468 -1%
BRWA
236
B. Riley Wealth Advisors
Florida
$9.45M +$241K +1,101 +3%
BCWM
237
Bartlett & Co Wealth Management
Ohio
$9.38M +$183K +838 +2%
BC
238
Bartlett & Co
Ohio
$9.38M +$183K +838 +2%
PFA
239
Pure Financial Advisors
California
$9.34M +$544K +2,489 +6%
DIA
240
Davidson Investment Advisors
Montana
$9.31M +$4.36M +19,928 +88%
W
241
WealthOne
New York
$9.3M +$8.75K +40 +0.1%
Lazard Asset Management
242
Lazard Asset Management
New York
$9.19M +$65.6K +300 +0.7%
TWP
243
Tower Wealth Partners
Pennsylvania
$9.15M +$906K +4,143 +11%
AFS
244
Annapolis Financial Services
Maryland
$9.12M -$94K -430 -1%
GRP
245
Global Retirement Partners
California
$9.05M +$426K +1,950 +5%
CG
246
Caprock Group
Idaho
$9.02M +$127K +580 +1%
PWM
247
Praetorian Wealth Management
California
$8.97M -$450K -2,057 -5%
AF
248
Advisornet Financial
Minnesota
$8.96M +$2.67M +12,223 +43%
MNG
249
Manning & Napier Group
New York
$8.94M -$12.6M – –
JWM
250
JFG Wealth Management
Colorado
$8.85M +$837K +3,827 +10%
8 9
10
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