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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,607 hedge funds and large institutions have $29.6B invested in Vanguard Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 293 funds opening new positions, 688 increasing their positions, 411 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,607
Holders Change
+210
Holders Change %
+15.03%
% of All Funds
24.82%
Holding in Top 10
182
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+22.97%
% of All Funds
2.81%
New
293
Increased
688
Reduced
411
Closed
60
Calls
$16.1M
Puts
$3.05M
Net Calls
+$13M
Net Calls Change
+$1.12M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$410M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$82.2M
3
CIAS
CBIZ Investment Advisory Services
Ohio
+$69M
4
CSIA
Charles Schwab Investment Advisory
California
+$63.9M
5
CTC
Central Trust Company
Missouri
+$51M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$93.3M
2
Franklin Resources
Franklin Resources
California
-$67.4M
3
MFM
MD Financial Management
Ontario, Canada
-$51.3M
4
TFA
Trinity Financial Advisors
Ohio
-$42.1M
5
PAG
Private Advisor Group
New Jersey
-$33M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
251
Arkadios Wealth Advisors
Georgia
$9.93M +$1.22M +5,419 +14%
TWP
252
Tower Wealth Partners
Pennsylvania
$9.88M +$432K +1,910 +5%
CST
253
Charles Schwab Trust
Nevada
$9.87M +$1.81M +8,029 +23%
RVPG
254
Relative Value Partners Group
$9.67M +$2.88M +12,759 +42%
JAFL
255
Jay A. Fishman Ltd
Michigan
$9.59M +$990K +4,380 +12%
BRWA
256
B. Riley Wealth Advisors
Florida
$9.58M -$179K -792 -2%
BC
257
Bartlett & Co
Ohio
$9.55M -$140K -621 -1%
BCWM
258
Bartlett & Co Wealth Management
Ohio
$9.55M -$140K -621 -1%
AFS
259
Annapolis Financial Services
Maryland
$9.53M +$110K +487 +1%
Brown Advisory
260
Brown Advisory
Maryland
$9.52M +$458K +2,028 +5%
SPC
261
Sigma Planning Corp
Michigan
$9.51M +$584K +2,586 +7%
FAM
262
Frontier Asset Management
Wyoming
$9.49M +$9.49M +41,996 New
WIM
263
Warwick Investment Management
Texas
$9.49M +$9.49M +41,990 New
Lazard Asset Management
264
Lazard Asset Management
New York
$9.48M -$18.1K -80 -0.2%
SPP
265
Single Point Partners
Massachusetts
$9.45M +$9.45M +41,825 New
AMR
266
Asset Management Resources
Massachusetts
$9.45M +$9.45M +41,818 New
IHWM
267
Iron Horse Wealth Management
Iowa
$9.41M +$958K +4,240 +11%
NAMP
268
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$9.37M +$249K +1,100 +3%
RWA
269
Roberts Wealth Advisors
California
$9.37M +$470K +2,065 +5%
MWC
270
MBM Wealth Consultants
Missouri
$9.36M +$737K +3,260 +9%
MNG
271
Manning & Napier Group
New York
$9.35M -$8.94M – –
CFGF
272
Compass Financial Group (Florida)
Florida
$9.19M +$89.5K +396 +1%
WCM
273
Washburn Capital Management
Florida
$9.15M +$410K +1,812 +5%
AWA
274
Arete Wealth Advisors
Illinois
$9.15M +$264K +1,161 +3%
APC
275
Asset Planning Corporation
Tennessee
$9.04M +$31.9K +141 +0.4%
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