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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 %
PP
426
PDS Planning
Ohio
$5M +$64.2K +284 +1%
RSWM
427
Robertson Stephens Wealth Management
California
$4.99M +$4.99M +22,079 New
MWM
428
Madison Wealth Management
Ohio
$4.95M -$34.4K -152 -0.7%
HL
429
HeadInvest LLC
Maine
$4.94M +$280K +1,239 +6%
TCWA
430
Ten Capital Wealth Advisors
Washington
$4.94M +$1.19M +5,267 +32%
OCM
431
One Capital Management
California
$4.89M +$15.1K +67 +0.3%
SWP
432
Summit Wealth Partners
Florida
$4.88M +$129K +569 +3%
AWM
433
Abound Wealth Management
Tennessee
$4.87M +$4.87M +21,530 New
UB
434
UMB Bank
Missouri
$4.84M +$4.84M +21,418 New
PCG
435
Private Capital Group
Connecticut
$4.84M -$85K -376 -2%
ANTB
436
AMG National Trust Bank
Colorado
$4.83M +$167K +739 +4%
AWS
437
AJ Wealth Strategies
New York
$4.82M +$1.36K +6 +0%
FMII
438
Farmers & Merchants Investments Inc
Nebraska
$4.8M -$71.2K -315 -1%
DC
439
Diametric Capital
Massachusetts
$4.79M +$4.79M +21,207 New
PA
440
Parkside Advisors
California
$4.77M +$175K +776 +4%
RCA
441
Riverview Capital Advisers
Massachusetts
$4.77M +$4.77M +21,103 New
APC
442
Aspire Private Capital
North Carolina
$4.77M +$106K +468 +2%
FC
443
Forte Capital
New York
$4.76M +$82.3K +364 +2%
EI
444
Ellevest Inc
New York
$4.72M -$20.4M -90,196 -81%
SB
445
Strategic Blueprint
Georgia
$4.71M -$353K -1,561 -7%
VR
446
Viridian RIA
Washington
$4.69M +$4.69M +20,758 New
CAC
447
Certified Advisory Corp
Florida
$4.68M +$588K +2,603 +14%
RWM
448
Refined Wealth Management
Utah
$4.68M +$57.2K +253 +1%
WPW
449
Waldron Private Wealth
Pennsylvania
$4.67M -$501K -2,217 -10%
JRFS
450
James Reed Financial Services
Ohio
$4.65M +$4.65M +20,582 New
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