VB icon

Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,384 hedge funds and large institutions have $27.6B invested in Vanguard Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 665 increasing their positions, 403 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
+27
Holders Change %
+1.99%
% of All Funds
24.16%
Holding in Top 10
156
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.45%
% of All Funds
2.72%
New
111
Increased
665
Reduced
403
Closed
61
Calls
$10.7M
Puts
$4.12M
Net Calls
+$6.6M
Net Calls Change
-$855K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$185M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$123M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$118M
4
LPL Financial
LPL Financial
California
+$76.3M
5
Bank of America
Bank of America
North Carolina
+$67.7M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$64.9M
2
CIAS
CBIZ Investment Advisory Services
Ohio
-$63.7M
3
Morgan Stanley
Morgan Stanley
New York
-$53.2M
4
SFS
Sowell Financial Services
Arkansas
-$28.9M
5
WL
WIT LLC
District of Columbia
-$28.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WLIM
426
White Lighthouse Investment Management
Massachusetts
$4.33M +$269K +1,193 +7%
FCI
427
Financial Counselors Inc
Kansas
$4.33M -$52K -231 -1%
MFS
428
McNamara Financial Services
Massachusetts
$4.33M +$1.26M +5,597 +41%
SFS
429
Solitude Financial Services
Virginia
$4.29M +$296K +1,315 +7%
TYCC
430
Texas Yale Capital Corp
Florida
$4.28M +$46.4K +206 +1%
GA
431
GoalVest Advisory
New York
$4.27M +$576K +2,556 +16%
GBT
432
Grove Bank & Trust
Florida
$4.27M +$14.6K +65 +0.3%
WA
433
Wealth Alliance
New York
$4.25M -$34K -151 -0.8%
FLPIM
434
F.L. Putnam Investment Management
Massachusetts
$4.24M -$190K -842 -4%
GWM
435
Greenhouse Wealth Management
Connecticut
$4.23M +$107K +477 +3%
HCM
436
HM Capital Management
Missouri
$4.21M +$308K +1,365 +8%
VA
437
Valmark Advisers
Ohio
$4.17M +$290K +1,286 +7%
NOI
438
Newton One Investments
Delaware
$4.14M -$157K -699 -4%
ANTB
439
AMG National Trust Bank
Colorado
$4.14M -$2.87M -12,760 -41%
SHWM
440
Smith & Howard Wealth Management
Georgia
$4.12M -$57.7K -256 -1%
MIM
441
Morningstar Investment Management
Illinois
$4.08M -$517K -2,294 -11%
RFP
442
Roth Financial Partners
Texas
$4.07M -$22.5K -100 -0.6%
MWM
443
Mascoma Wealth Management
New Hampshire
$4.06M -$154K -684 -4%
EWM
444
Echo Wealth Management
Minnesota
$4.06M +$26K +118 +0.6%
SAM
445
S.A. Mason
Michigan
$4.04M +$26.6K +118 +0.7%
OIA
446
OneDigital Investment Advisors
Kansas
$4.04M +$113K +503 +3%
HHRDM
447
H&H Retirement Design & Management
Nevada
$4.03M -$185K -835 -4%
BWA
448
BDO Wealth Advisors
Florida
$4.01M +$53.6K +238 +1%
CB
449
Commerce Bank
Missouri
$4.01M -$68.3K -303 -2%
HMS
450
Hanseatic Management Services
New Mexico
$4M +$35.4K +157 +0.9%
16 17
18
19 20