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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 %
MIAN
326
Mariner Independent Advisor Network
Kansas
$6.77M +$242K +1,107 +4%
KPWS
327
Kestra Private Wealth Services
Texas
$6.76M +$551K +2,518 +9%
CP
328
Capital Planning
Washington
$6.75M +$105K +478 +2%
EFSCE
329
Enterprise Financial Services Corp (EFSC)
Missouri
$6.7M +$962K +4,400 +17%
CCM
330
Chilton Capital Management
Texas
$6.68M +$114K +522 +2%
LNC
331
Lincoln National Corp
Pennsylvania
$6.68M +$801K +3,662 +14%
H
332
HoyleCohen
California
$6.66M +$213K +975 +3%
SBL
333
Sargent Bickham Lagudis
Colorado
$6.64M -$94K -430 -1%
GGS
334
Galvin Gaustad & Stein
Arizona
$6.62M -$98.4K -450 -1%
AGA
335
Arkos Global Advisors
Texas
$6.6M +$264K +1,209 +4%
RVPG
336
Relative Value Partners Group
$6.57M +$2.89M +13,219 +79%
BDFN
337
Bond & Devick Financial Network
Minnesota
$6.53M +$29.7K +136 +0.5%
CS
338
Comerica Securities
Michigan
$6.45M -$1.62M -7,418 -20%
HFG
339
Heron Financial Group
New York
$6.43M +$570K +2,605 +10%
William Blair & Company
340
William Blair & Company
Illinois
$6.33M +$76.8K +351 +1%
VVP
341
Venture Visionary Partners
Ohio
$6.32M +$1.09M +4,980 +21%
CAG
342
Crestwood Advisors Group
Massachusetts
$6.23M -$43.7K -200 -0.7%
HR
343
Hardy Reed
Mississippi
$6.2M – – –
CA
344
Cambridge Advisors
Nebraska
$6.19M +$197K +900 +3%
ECM
345
Evergreen Capital Management
Washington
$6.18M +$859K +3,927 +16%
FFA
346
Fi3 Financial Advisors
Indiana
$6.18M -$3.06K -14 -0%
FNFDCM
347
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.14M -$7.65K -35 -0.1%
SCP
348
Shorepoint Capital Partners
Massachusetts
$6.12M +$6.12M +27,995 New
GSIS
349
Global Strategic Investment Solutions
Arizona
$6.1M -$97.7K -447 -2%
CFGS
350
Concourse Financial Group Securities
Alabama
$6.08M -$76.3K -349 -1%
12 13
14
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