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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 %
MOS
526
MGO One Seven
Ohio
$3.48M +$138K +611 +4%
HAC
527
Harbor Advisory Corp
New Hampshire
$3.47M +$189K +835 +6%
GG
528
Gleason Group
Kentucky
$3.47M +$16.7K +74 +0.5%
CA
529
Continuum Advisory
Idaho
$3.43M +$105K +465 +3%
MAM
530
Mystic Asset Management
Rhode Island
$3.43M +$3.43M +15,167 New
CI
531
Conning Inc
Connecticut
$3.42M +$398K +1,760 +13%
TT
532
TI-Trust
Illinois
$3.42M +$3.42M +15,143 New
SLT
533
St Louis Trust
Missouri
$3.41M +$272K +1,204 +9%
FB
534
First Bancorp
Maine
$3.4M +$119K +528 +4%
EFS
535
Econ Financial Services
Pennsylvania
$3.39M +$3.39M +15,009 New
BAM
536
Belpointe Asset Management
Nevada
$3.35M +$167K +741 +5%
IFAM
537
Institutional & Family Asset Management
Colorado
$3.35M +$195K +861 +6%
MWM
538
MY Wealth Management
Maryland
$3.33M +$3.33M +14,711 New
FPS
539
Fieldpoint Private Securities
Connecticut
$3.32M +$115K +508 +4%
Fiera Capital (Canada)
540
Fiera Capital (Canada)
Quebec, Canada
$3.32M – – –
BC
541
Burleson & Co
California
$3.31M -$4.97K -22 -0.2%
MA
542
Modus Advisors
Minnesota
$3.31M -$157K -696 -5%
EWA
543
EverSource Wealth Advisors
Alabama
$3.3M +$3.3M +14,610 New
TMWM
544
Taylor & Morgan Wealth Management
Michigan
$3.3M +$3.3M +14,577 New
BFA
545
Bragg Financial Advisors
North Carolina
$3.28M – – –
AL
546
Aspiriant LLC
California
$3.23M +$137K +605 +4%
BIM
547
Bridges Investment Management
Nebraska
$3.22M -$22.6K -100 -0.7%
GPWA
548
Great Point Wealth Advisors
Massachusetts
$3.19M – – –
ONSWM
549
Old North State Wealth Management
North Carolina
$3.18M +$3.18M +14,035 New
IA
550
IFG Advisors
Missouri
$3.17M -$16.9K -75 -0.5%
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