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

Top Sellers

1
WFS
Weitzel Financial Services
Iowa
$1.02M
2
Bank of America
Bank of America
North Carolina
$5.3B
3
Creative Planning
Creative Planning
Kansas
$390M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$68.2M
5
CIAS
CBIZ Investment Advisory Services
Ohio
$65.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAMP
251
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$8.83M +$613K +2,805 +7%
TC
252
Trilogy Capital
California
$8.82M +$85.7K +392 +1%
CFGF
253
Compass Financial Group (Florida)
Florida
$8.8M -$67.1K -307 -0.8%
DY
254
Dowling & Yahnke
California
$8.79M -$386K -1,766 -4%
Brown Advisory
255
Brown Advisory
Maryland
$8.76M -$162K -742 -2%
APC
256
Asset Planning Corporation
Tennessee
$8.72M +$206K +943 +2%
SPC
257
Sigma Planning Corp
Michigan
$8.64M +$386K +1,765 +5%
AIM
258
Acropolis Investment Management
Missouri
$8.58M -$80.4K -425 -0.9%
MA
259
Mosaic Advisors
Texas
$8.58M +$65.4K +299 +0.8%
RWA
260
Roberts Wealth Advisors
California
$8.56M +$8.56M +39,131 New
AWA
261
Arete Wealth Advisors
Illinois
$8.55M +$290K +1,325 +4%
MCM
262
Manchester Capital Management
Vermont
$8.53M +$123K +563 +1%
FFG
263
Frisch Financial Group
New York
$8.51M +$472K +2,160 +6%
CFS
264
CRA Financial Services
New Jersey
$8.48M -$77.6K -355 -0.9%
WCM
265
Washburn Capital Management
Florida
$8.46M -$220K -1,005 -3%
OC
266
Oppenheimer & Co
New York
$8.45M +$334K +1,529 +4%
AC
267
Alexandria Capital
Virginia
$8.44M -$121K -552 -1%
SB
268
Simmons Bank
Arkansas
$8.43M -$560K -2,561 -6%
AWA
269
Arkadios Wealth Advisors
Georgia
$8.42M +$200K +913 +2%
TWA
270
Tillar-Wenstrup Advisors
Ohio
$8.4M -$105K -479 -1%
MWC
271
MBM Wealth Consultants
Missouri
$8.35M +$297K +1,360 +4%
JAFL
272
Jay A. Fishman Ltd
Michigan
$8.32M +$37.2K +170 +0.4%
CCM
273
Condor Capital Management
New Jersey
$8.3M -$23.4K -107 -0.3%
BP
274
Ballentine Partners
Massachusetts
$8.26M – – –
QIM
275
Quest Investment Management
Oregon
$8.22M +$4.75M +21,715 +137%
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