VB icon

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 %
FMII
401
Farmers & Merchants Investments Inc
Nebraska
$4.72M +$221K +1,010 +5%
OCM
402
One Capital Management
California
$4.72M +$64.1K +293 +1%
EWM
403
Echo Wealth Management
Minnesota
$4.71M +$606K +2,727 +15%
AWS
404
AJ Wealth Strategies
New York
$4.66M +$656 +3 +0%
AHC
405
Anderson Hoagland & Co
Missouri
$4.63M -$36.1K -165 -0.8%
SWP
406
Summit Wealth Partners
Florida
$4.6M +$148K +679 +3%
MIM
407
Morningstar Investment Management
Illinois
$4.53M +$510K +2,297 +13%
FC
408
Forte Capital
New York
$4.52M +$264K +1,205 +6%
HL
409
HeadInvest LLC
Maine
$4.51M +$19.9K +91 +0.4%
APC
410
Aspire Private Capital
North Carolina
$4.51M +$31.9K +146 +0.7%
ANTB
411
AMG National Trust Bank
Colorado
$4.51M +$494K +2,261 +12%
SFS
412
Sowell Financial Services
Arkansas
$4.48M +$162K +739 +4%
RWM
413
Refined Wealth Management
Utah
$4.47M +$133K +609 +3%
WCFA
414
Walkner Condon Financial Advisors
Wisconsin
$4.46M +$104K +477 +2%
PA
415
Parkside Advisors
California
$4.45M -$7.44K -34 -0.2%
NEAM
416
New England Asset Management
Connecticut
$4.44M -$3.74M -17,100 -46%
MCA
417
Magnolia Capital Advisors
Mississippi
$4.43M -$4.37M -19,981 -50%
CAMG
418
CWA Asset Management Group
Florida
$4.42M +$52.7K +241 +1%
MWA
419
Martel Wealth Advisors
Washington
$4.42M +$160K +732 +4%
TFA
420
Teamwork Financial Advisors
Texas
$4.41M +$532K +2,433 +14%
GWM
421
Greenhouse Wealth Management
Connecticut
$4.32M +$219K +1,002 +5%
WFA
422
Wellspring Financial Advisors
Ohio
$4.3M -$810K -3,704 -16%
SAM
423
S.A. Mason
Michigan
$4.3M +$373K +1,707 +10%
Financial Engines Advisors
424
Financial Engines Advisors
California
$4.29M -$177K -808 -4%
TYCC
425
Texas Yale Capital Corp
Florida
$4.29M +$140K +640 +3%
15 16
17
18 19