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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.

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
1
Bank of New York Mellon
New York
$790M
2
Wells Fargo
2
Wells Fargo
California
$1.06B
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.59B
4
CSIA
4
Charles Schwab Investment Advisory
California
$383M
5
Franklin Resources
5
Franklin Resources
California
$68.2M

Top Sellers

1
WFS
1
Weitzel Financial Services
Iowa
$1.02M
2
Bank of America
2
Bank of America
North Carolina
$5.3B
3
Creative Planning
3
Creative Planning
Kansas
$390M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$68.2M
5
CIAS
5
CBIZ Investment Advisory Services
Ohio
$65.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WL
26
WIT LLC
District of Columbia
$163M – – –
S
27
SignatureFD
Georgia
$156M +$2.97M +13,595 +2%
Truist Financial
28
Truist Financial
North Carolina
$150M -$3.89M -17,805 -3%
MFM
29
MD Financial Management
Ontario, Canada
$145M +$445K +2,034 +0.3%
PAG
30
Private Advisor Group
New Jersey
$128M +$35.6M +162,863 +39%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$122M -$1.58M -7,217 -1%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$121M +$7.36M +33,666 +6%
MWM
33
Mission Wealth Management
California
$120M +$8.22M +37,588 +7%
JPMPWA
34
J.P. Morgan Private Wealth Advisors
California
$114M +$12.6M +57,804 +12%
KIM
35
Karpus Investment Management
New York
$112M -$2.22M -10,174 -2%
CIBC Private Wealth Group
36
CIBC Private Wealth Group
Georgia
$108M -$11.1M -50,855 -9%
RJA
37
Raymond James & Associates
Florida
$107M -$7.35M -33,609 -6%
Mariner
38
Mariner
Kansas
$98.5M +$13.8M +63,085 +16%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$98M +$52.8M +241,617 +117%
BPWM
40
Badgley Phelps Wealth Managers
Washington
$84.4M +$84.4M +386,078 New
PA
41
Pinnacle Associates
New York
$83.9M +$159K +726 +0.2%
MA
42
MUFG Americas
New York
$82.1M +$3.79M +17,314 +5%
M&T Bank
43
M&T Bank
New York
$81.2M -$1.23M -5,618 -1%
AAS
44
Annex Advisory Services
Wisconsin
$73.8M +$2.31M +10,558 +3%
PFO
45
Pathstone Family Office
New Jersey
$72.7M -$250K -1,143 -0.3%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$72.4M +$546K +2,495 +0.8%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$71.6M +$8.95M +39,394 +14%
BAAM
48
Baker Avenue Asset Management
California
$68.4M -$246K -1,127 -0.4%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$68.2M -$82.4M -376,639 -55%
Franklin Resources
50
Franklin Resources
California
$68.2M +$65.2M +298,261 +2,225%
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