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 %
SWA
476
SOA Wealth Advisors
New York
$3.49M -$29.7K -136 -0.8%
LIG
477
Lokken Investment Group
Delaware
$3.48M +$99.3K +454 +3%
PFM
478
Phillips Financial Management
Indiana
$3.45M -$45K -206 -1%
TWM
479
TriaGen Wealth Management
California
$3.44M +$140K +642 +4%
EFS
480
Essex Financial Services
Connecticut
$3.43M +$875K +4,000 +34%
PPWM
481
PFG Private Wealth Management
Florida
$3.42M +$168K +767 +5%
MOS
482
MGO One Seven
Ohio
$3.39M +$111K +485 +3%
UWM
483
USAdvisors Wealth Management
Minnesota
$3.38M +$341K +1,561 +11%
PA
484
PFG Advisors
Arizona
$3.37M +$166K +761 +5%
CJA
485
C-J Advisory
California
$3.37M +$47.4K +217 +1%
MSWMA
486
Market Street Wealth Management Advisors
Indiana
$3.37M -$23.2K -106 -0.7%
MA
487
Modus Advisors
Minnesota
$3.35M -$35.9K -164 -1%
CC
488
Courier Capital
New York
$3.35M +$30.6K +140 +0.9%
GG
489
Gleason Group
Kentucky
$3.34M +$151K +689 +5%
RBC
490
Roble Belko & Company
Pennsylvania
$3.31M +$109K +497 +3%
ACP
491
Aveo Capital Partners
Colorado
$3.31M +$223K +1,021 +7%
BFA
492
Bragg Financial Advisors
North Carolina
$3.28M -$45.9K -210 -1%
CA
493
Continuum Advisory
Idaho
$3.22M +$536K +2,453 +20%
Fiera Capital (Canada)
494
Fiera Capital (Canada)
Quebec, Canada
$3.21M +$560K +2,562 +21%
BC
495
Burleson & Co
California
$3.21M +$1.59M +7,270 +98%
CWC
496
Carolinas Wealth Consulting
North Carolina
$3.18M +$7.87K +36 +0.2%
HAC
497
Harbor Advisory Corp
New Hampshire
$3.18M +$178K +815 +6%
FB
498
First Bancorp
Maine
$3.17M +$3.17M +14,500 New
WJWM
499
Williams Jones Wealth Management
New York
$3.17M +$25.8K +118 +0.8%
GL
500
Graypoint LLC
New York
$3.17M +$509K +2,329 +19%
18 19
20
21 22