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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.

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
1
Creative Planning
Kansas
$501M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$309M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$549M
4
LPL Financial
4
LPL Financial
California
$646M
5
Bank of America
5
Bank of America
North Carolina
$5.56B

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$553M
2
CIAS
2
CBIZ Investment Advisory Services
Ohio
$65.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.29B
4
SFS
4
Sowell Financial Services
Arkansas
$4.45M
5
WL
5
WIT LLC
District of Columbia
$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
WL
26
WIT LLC
District of Columbia
$168M -$28.5M -126,480 -15%
Truist Financial
27
Truist Financial
North Carolina
$158M +$4.25M +18,857 +3%
S
28
SignatureFD
Georgia
$158M +$2.18M +9,659 +1%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$155M +$19M +84,512 +14%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$127M -$3.59M -15,948 -3%
CIBC Private Wealth Group
31
CIBC Private Wealth Group
Georgia
$123M +$2.27M +10,059 +2%
RJA
32
Raymond James & Associates
Florida
$118M +$2.22M +9,855 +2%
KIM
33
Karpus Investment Management
New York
$118M +$9.19M +40,789 +8%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$117M -$6.22M -27,607 -5%
MWM
35
Mission Wealth Management
California
$115M +$7.39M +32,823 +7%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$104M +$16M +71,162 +18%
MFM
37
MD Financial Management
Ontario, Canada
$100M +$1.73M +11,407 +2%
PAG
38
Private Advisor Group
New Jersey
$94.7M -$629K -2,793 -0.7%
Mariner
39
Mariner
Kansas
$87.3M +$6.29M +27,918 +8%
PA
40
Pinnacle Associates
New York
$86.3M +$536K +2,381 +0.6%
M&T Bank
41
M&T Bank
New York
$84.9M -$620K -2,753 -0.7%
BPB
42
Badgley, Phelps & Bell
Washington
$81.8M +$2.07M +9,195 +3%
MA
43
MUFG Americas
New York
$80.7M +$2.61M +11,597 +3%
Vanguard Group
44
Vanguard Group
Pennsylvania
$75.3M -$6.77M -30,037 -8%
PFO
45
Pathstone Family Office
New Jersey
$75.2M +$1.57M +6,984 +2%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$74.1M -$292K -1,298 -0.4%
AAS
47
Annex Advisory Services
Wisconsin
$73.7M +$5.59M +24,809 +8%
BAAM
48
Baker Avenue Asset Management
California
$70.8M -$474K -2,103 -0.7%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$70.6M -$3.86M -17,116 -5%
VCP
50
Vista Capital Partners
Oregon
$69.3M -$1.96M -8,686 -3%
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