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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 %
CCFM
526
Clear Creek Financial Management
Washington
$2.9M +$30K +137 +1%
HCM
527
HM Capital Management
Missouri
$2.89M -$1.2M -5,474 -29%
BWM
528
Brickley Wealth Management
California
$2.89M -$4.81K -22 -0.2%
FNT
529
First National Trust
Pennsylvania
$2.88M -$75.2K -344 -3%
CWM
530
Cornerstone Wealth Management
Missouri
$2.87M +$119K +543 +4%
TA
531
Tiedemann Advisors
New York
$2.86M +$1.22M +5,582 +75%
SF
532
Synovus Financial
Georgia
$2.84M +$204K +932 +8%
KPWG
533
KFA Private Wealth Group
Virginia
$2.83M +$28.9K +132 +1%
ECA
534
Elevated Capital Advisors
Utah
$2.8M +$2.8M +12,791 New
WA
535
Waverly Advisors
Alabama
$2.79M +$37.9K +160 +1%
SFA
536
Semmax Financial Advisors
North Carolina
$2.78M -$400K -1,831 -13%
GCP
537
Gill Capital Partners
Colorado
$2.76M +$651K +2,979 +31%
SCM
538
SOL Capital Management
Maryland
$2.76M +$33.2K +152 +1%
BSSFA
539
Baron Silver Stevens Financial Advisors
Florida
$2.75M +$76.5K +350 +3%
NFG
540
Nadler Financial Group
Illinois
$2.74M -$1.1M -5,035 -29%
RIA
541
Regal Investment Advisors
Michigan
$2.74M -$173K -792 -6%
EDRH
542
Edmond de Rothschild Holding
Switzerland
$2.73M – – –
KeyBank National Association
543
KeyBank National Association
Ohio
$2.72M +$12.2K +56 +0.5%
VCM
544
Vivaldi Capital Management
Illinois
$2.68M -$19.5K -89 -0.7%
HTC
545
Haverford Trust Company
Pennsylvania
$2.66M +$2.19K +10 +0.1%
FCH
546
Freestone Capital Holdings
Washington
$2.66M +$79.8K +365 +3%
NW
547
NewEdge Wealth
Pennsylvania
$2.65M +$6.12K +28 +0.2%
BFG
548
Beacon Financial Group
Texas
$2.65M +$3.99K +18 +0.2%
VCM
549
Virtue Capital Management
Tennessee
$2.65M +$170K +777 +7%
SWM
550
Spire Wealth Management
Virginia
$2.65M +$27.6K +126 +1%
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