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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,357 hedge funds and large institutions have $25.4B invested in Vanguard Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 600 increasing their positions, 447 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,357
Holders Change
+76
Holders Change %
+5.93%
% of All Funds
23.9%
Holding in Top 10
165
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+9.27%
% of All Funds
2.91%
New
136
Increased
600
Reduced
447
Closed
49
Calls
$16.5M
Puts
$9.02M
Net Calls
+$7.45M
Net Calls Change
-$8.21M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$796M
2
Wells Fargo
Wells Fargo
California
+$92.8M
3
LPL Financial
LPL Financial
California
+$85.7M
4
HighTower Advisors
HighTower Advisors
Illinois
+$57.1M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$56.2M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$160M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$147M
3
ECM
ExodusPoint Capital Management
New York
-$77.9M
4
CIAS
CBIZ Investment Advisory Services
Ohio
-$65M
5
Ensign Peak Advisors
Ensign Peak Advisors
Utah
-$40M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
526
Conning Inc
Connecticut
$2.87M – – –
ACP
527
Aveo Capital Partners
Colorado
$2.85M +$2.52M +11,785 +764%
VCM
528
Vivaldi Capital Management
Illinois
$2.84M -$10.5K -48 -0.4%
VVP
529
Venture Visionary Partners
Ohio
$2.83M +$1.43M +6,688 +102%
MAG
530
Mokosak Advisory Group
Iowa
$2.81M -$322K -1,504 -10%
SLT
531
St Louis Trust
Missouri
$2.79M +$112K +525 +4%
HAC
532
Harbor Advisory Corp
New Hampshire
$2.75M +$139K +650 +5%
SFA
533
Stewardship Financial Advisors
Georgia
$2.74M +$47.1K +220 +2%
CWA
534
Cornerstone Wealth Advisors
Minnesota
$2.71M +$2.71M +12,676 New
ABC
535
Associated Banc-Corp
Wisconsin
$2.71M -$334K -2,892 -11%
ECA
536
Elevated Capital Advisors
Utah
$2.71M +$924K +4,280 +52%
PBF
537
Petix & Botte Financial
California
$2.71M -$74.7K -349 -3%
BFG
538
Beacon Financial Group
Texas
$2.69M – – –
KPWG
539
KFA Private Wealth Group
Virginia
$2.68M +$139K +648 +5%
EDRH
540
Edmond de Rothschild Holding
Switzerland
$2.68M – – –
MFS
541
McNamara Financial Services
Massachusetts
$2.65M +$231K +1,185 +10%
KeyBank National Association
542
KeyBank National Association
Ohio
$2.65M +$82.2K +384 +3%
OWA
543
Octavia Wealth Advisors
Ohio
$2.63M +$8.14K +38 +0.3%
WA
544
Waverly Advisors
Alabama
$2.62M -$253K -1,163 -9%
SCM
545
SOL Capital Management
Maryland
$2.62M +$172K +804 +7%
BRM
546
Boston Research & Management
Massachusetts
$2.62M -$92K -430 -3%
NFP
547
Novak Financial Planning
Maryland
$2.61M -$65.7K -307 -2%
CWM
548
Cornerstone Wealth Management
Missouri
$2.61M -$99.6K -465 -4%
SWM
549
Spire Wealth Management
Virginia
$2.6M +$2.6M +12,315 New
FCH
550
Freestone Capital Holdings
Washington
$2.6M +$283K +1,322 +12%
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