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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
+$257M
2
Wells Fargo
Wells Fargo
California
+$168M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$92.2M
4
CSIA
Charles Schwab Investment Advisory
California
+$65.7M
5
Franklin Resources
Franklin Resources
California
+$65.2M

Top Sellers

1
WFS
Weitzel Financial Services
Iowa
-$223M
2
Bank of America
Bank of America
North Carolina
-$97.1M
3
Creative Planning
Creative Planning
Kansas
-$96.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$82.4M
5
CIAS
CBIZ Investment Advisory Services
Ohio
-$65.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
351
Merriman Wealth Management
Washington
$6.08M +$635K +2,905 +12%
NL
352
NWAM LLC
Washington
$6.05M -$390K -1,784 -6%
BHWM
353
Bay Harbor Wealth Management
Maryland
$6.05M +$30.2K +138 +0.5%
AIS
354
American Investment Services
Massachusetts
$6.03M -$165K -756 -3%
GAM
355
Gemmer Asset Management
California
$6M +$45.7K +209 +0.8%
PCMC
356
Private Capital Management (Colorado)
Colorado
$5.99M +$1.31M +6,000 +28%
Cerity Partners
357
Cerity Partners
New York
$5.97M +$57.1K +261 +1%
SHGA
358
Sand Hill Global Advisors
California
$5.9M +$13.1K +60 +0.2%
FSC
359
Full Sail Capital
Oklahoma
$5.85M +$325K +1,487 +6%
GHAM
360
Gilman Hill Asset Management
Connecticut
$5.85M +$19.5K +89 +0.3%
ECG
361
Edge Capital Group
Georgia
$5.8M +$785K +3,589 +16%
PCA
362
Peddock Capital Advisors
Massachusetts
$5.79M +$41.8K +191 +0.7%
CTA
363
Chesley Taft & Associates
Illinois
$5.76M +$21.9K +100 +0.4%
CAM
364
Cozad Asset Management
Illinois
$5.74M +$344K +1,571 +6%
SC
365
Sepio Capital
Utah
$5.73M -$115K -526 -2%
APA
366
American Portfolios Advisors
New York
$5.72M +$1.17M +5,366 +26%
AFAS
367
Acorn Financial Advisory Services
Virginia
$5.66M +$364K +1,667 +7%
FMC
368
First Merchants Corp
Indiana
$5.63M +$38.3K +175 +0.7%
PPP
369
Private Portfolio Partners
New Jersey
$5.59M -$34.8K -159 -0.6%
VC
370
Vicus Capital
Pennsylvania
$5.59M +$1.3M +5,940 +30%
CPA
371
Clear Perspective Advisors
Illinois
$5.59M -$438K -2,003 -7%
RJT
372
Raymond James Trust
Florida
$5.55M +$599K +2,740 +12%
NAS
373
Nicolet Advisory Services
Wisconsin
$5.42M +$56.4K +258 +1%
CWS
374
Cypress Wealth Services
California
$5.42M +$49.4K +226 +0.9%
SC
375
Steph & Co
Wisconsin
$5.41M -$157K -716 -3%
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