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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,384 hedge funds and large institutions have $27.6B invested in Vanguard Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 665 increasing their positions, 403 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
+27
Holders Change %
+1.99%
% of All Funds
24.16%
Holding in Top 10
156
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.45%
% of All Funds
2.72%
New
111
Increased
665
Reduced
403
Closed
61
Calls
$10.7M
Puts
$4.12M
Net Calls
+$6.6M
Net Calls Change
-$855K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$185M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$123M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$118M
4
LPL Financial
LPL Financial
California
+$76.3M
5
Bank of America
Bank of America
North Carolina
+$67.7M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$64.9M
2
CIAS
CBIZ Investment Advisory Services
Ohio
-$63.7M
3
Morgan Stanley
Morgan Stanley
New York
-$53.2M
4
SFS
Sowell Financial Services
Arkansas
-$28.9M
5
WL
WIT LLC
District of Columbia
-$28.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPS
526
Fieldpoint Private Securities
Connecticut
$3M -$13.4K -60 -0.4%
RIA
527
Regal Investment Advisors
Michigan
$3M +$3M +13,305 New
VR
528
Viridian RIA
Washington
$2.98M -$3.23M – –
BWM
529
Brickley Wealth Management
California
$2.98M -$63.5K -282 -2%
CCFM
530
Clear Creek Financial Management
Washington
$2.95M +$2.95M +13,110 New
SLT
531
St Louis Trust
Missouri
$2.93M -$3.83K -17 -0.1%
KPWG
532
KFA Private Wealth Group
Virginia
$2.89M +$60.6K +269 +2%
CWM
533
Cornerstone Wealth Management
Missouri
$2.84M +$92.3K +410 +3%
EDRH
534
Edmond de Rothschild Holding
Switzerland
$2.82M – – –
SCM
535
SOL Capital Management
Maryland
$2.81M +$53.4K +237 +2%
KeyBank National Association
536
KeyBank National Association
Ohio
$2.79M – – –
NEWAS
537
N.E.W. Advisory Services
Wisconsin
$2.77M -$678K -3,011 -20%
DWT
538
Dorsey & Whitney Trust
South Dakota
$2.76M +$262K +1,163 +10%
CA
539
Continuum Advisory
Idaho
$2.76M +$329K +1,462 +14%
VCM
540
Vivaldi Capital Management
Illinois
$2.76M -$132K -591 -5%
BSSFA
541
Baron Silver Stevens Financial Advisors
Florida
$2.75M +$2.75M +12,216 New
HTC
542
Haverford Trust Company
Pennsylvania
$2.74M +$282K +1,254 +11%
GL
543
Graypoint LLC
New York
$2.74M +$1.04M +4,621 +61%
PBF
544
Petix & Botte Financial
California
$2.74M -$109K -486 -4%
Fiera Capital (Canada)
545
Fiera Capital (Canada)
Quebec, Canada
$2.73M -$652K -2,895 -19%
NW
546
NewEdge Wealth
Pennsylvania
$2.73M -$387K -1,720 -12%
SF
547
Synovus Financial
Georgia
$2.72M +$828K +3,678 +44%
HFAS
548
Hummer Financial Advisory Services
Illinois
$2.71M – – –
CTC
549
Central Trust Company
Missouri
$2.7M +$195K +866 +8%
SWM
550
Spire Wealth Management
Virginia
$2.7M -$77.7K -345 -3%
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