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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.

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 %
BIM
501
Bridges Investment Management
Nebraska
$3.13M -$38.3K -175 -1%
DWM
502
Dakota Wealth Management
Florida
$3.11M -$72.2K -330 -2%
FPS
503
Fieldpoint Private Securities
Connecticut
$3.1M +$160K +730 +5%
GPWA
504
Great Point Wealth Advisors
Massachusetts
$3.09M – – –
BKA
505
Brick & Kyle Associates
Pennsylvania
$3.09M +$1.99K +9 +0.1%
IA
506
IFG Advisors
Missouri
$3.08M +$33.5K +153 +1%
BAM
507
Belpointe Asset Management
Nevada
$3.08M +$498K +2,279 +19%
IP
508
Investment Partners
Ohio
$3.07M -$52.9K -242 -2%
MFT
509
Moisand Fitzgerald Tamayo
Florida
$3.07M -$26.2K -120 -0.8%
IFAM
510
Institutional & Family Asset Management
Colorado
$3.05M -$1.59M -7,286 -34%
SLT
511
St Louis Trust
Missouri
$3.03M +$190K +868 +7%
CTC
512
Central Trust Company
Missouri
$3.03M +$404K +1,849 +15%
WF
513
Welch & Forbes
Massachusetts
$3.02M +$1.96M +8,950 +184%
AL
514
Aspiriant LLC
California
$2.99M -$126K -575 -4%
KP
515
Keel Point
Alabama
$2.98M -$222K -1,013 -7%
FUBT
516
First United Bank & Trust
Maryland
$2.98M -$103K -470 -3%
CWM
517
Cranbrook Wealth Management
Michigan
$2.97M -$20.8K -95 -0.7%
ACA
518
Affinity Capital Advisors
California
$2.96M -$42.4K -194 -1%
MHIC
519
Marble Harbor Investment Counsel
Massachusetts
$2.93M +$388K +1,773 +15%
Renaissance Technologies
520
Renaissance Technologies
New York
$2.93M +$2.19M +10,000 +294%
CI
521
Conning Inc
Connecticut
$2.93M – – –
JFA
522
JNBA Financial Advisors
Minnesota
$2.92M -$228K -1,043 -7%
GCA
523
Gradient Capital Advisors
California
$2.91M -$113K -515 -4%
MAG
524
Mokosak Advisory Group
Iowa
$2.9M -$59.2K -270 -2%
AI
525
Accredited Investors
Minnesota
$2.9M -$118K -541 -4%
19 20
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