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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 %
TDWM
501
Topel & Distasi Wealth Management
California
$3.89M +$3.89M +17,190 New
Financial Engines Advisors
502
Financial Engines Advisors
California
$3.88M -$557K -2,465 -13%
RIG
503
Roosevelt Investment Group
New York
$3.85M +$3.85M +17,040 New
GL
504
Graypoint LLC
New York
$3.83M +$561K +2,482 +17%
JFG
505
JMG Financial Group
Illinois
$3.81M -$12.7K -56 -0.3%
OIA
506
OneDigital Investment Advisors
Kansas
$3.8M -$6.1K -27 -0.2%
PA
507
PFG Advisors
Arizona
$3.8M +$309K +1,367 +9%
MAM
508
Marquette Asset Management
Minnesota
$3.78M – – –
AFP
509
Ausdal Financial Partners
Iowa
$3.73M -$313K -1,386 -8%
GWA
510
Gibson Wealth Advisors
Texas
$3.71M +$3.71M +16,424 New
LIG
511
Lokken Investment Group
Delaware
$3.7M +$104K +461 +3%
CA
512
Cetera Advisors
Colorado
$3.69M -$690K -3,054 -16%
TWM
513
TriaGen Wealth Management
California
$3.66M +$107K +475 +3%
MA
514
MAS Advisors
Florida
$3.63M +$3.63M +16,029 New
HFS
515
HBC Financial Services
Washington
$3.62M -$111K -489 -3%
WJWM
516
Williams Jones Wealth Management
New York
$3.61M +$336K +1,486 +10%
SWA
517
SOA Wealth Advisors
New York
$3.57M -$41.4K -183 -1%
MHIC
518
Marble Harbor Investment Counsel
Massachusetts
$3.57M +$539K +2,385 +18%
LWP
519
Laurel Wealth Planning
Minnesota
$3.57M -$540K -2,390 -13%
BWA
520
BDO Wealth Advisors
Florida
$3.56M -$207K -916 -5%
KCM
521
Kennicott Capital Management
California
$3.55M -$61.7K -273 -2%
PFM
522
Phillips Financial Management
Indiana
$3.51M -$48.6K -215 -1%
CC
523
Courier Capital
New York
$3.51M +$53.1K +235 +2%
OGF
524
Orin Green Financial
California
$3.51M +$89.6K +423 +3%
CPA
525
Clear Perspective Advisors
Illinois
$3.5M -$2.28M -10,080 -39%
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