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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 %
EAM
551
Evanson Asset Management
California
$2.69M +$406K +1,800 +18%
CHA
552
Carmichael Hill & Associates
Maryland
$2.68M +$16K +71 +0.6%
CCA
553
Checchi Capital Advisers
California
$2.68M -$28.6K -127 -1%
AWA
554
Acorn Wealth Advisors
Michigan
$2.67M -$11.3K -50 -0.4%
OWA
555
Octavia Wealth Advisors
Ohio
$2.67M -$101K -449 -4%
BAM
556
Belpointe Asset Management
Nevada
$2.66M -$724K -3,213 -21%
FCH
557
Freestone Capital Holdings
Washington
$2.66M -$72.8K -323 -3%
BRM
558
Boston Research & Management
Massachusetts
$2.64M -$116K -515 -4%
GW
559
GW & Wade
Massachusetts
$2.63M +$2.63M +11,688 New
KTM
560
Keeler Thomas Management
Utah
$2.63M +$1.13M +5,004 +75%
MHIC
561
Marble Harbor Investment Counsel
Massachusetts
$2.62M +$75.9K +337 +3%
WAP
562
Wealthcare Advisory Partners
Pennsylvania
$2.62M +$92.6K +411 +4%
WFA
563
Wade Financial Advisory
California
$2.62M +$294K +1,303 +13%
BFG
564
Beacon Financial Group
Texas
$2.6M -$213K -978 -8%
WA
565
Waverly Advisors
Alabama
$2.59M -$102K -457 -4%
AA
566
Alesco Advisors
New York
$2.58M -$18K -80 -0.7%
FHC
567
First Heartland Consultants
Missouri
$2.57M +$66.5K +295 +3%
SEI Investments
568
SEI Investments
Pennsylvania
$2.56M -$32.9K -146 -1%
VCM
569
Virtue Capital Management
Tennessee
$2.55M +$218K +966 +9%
CWM
570
Calamos Wealth Management
Illinois
$2.55M – – –
OGC
571
Oak Grove Capital
New Hampshire
$2.53M +$124K +550 +5%
KFGK
572
Keystone Financial Group (Kentucky)
Kentucky
$2.51M +$103K +459 +4%
EFS
573
Essex Financial Services
Connecticut
$2.5M – – –
RC
574
Roundview Capital
New Jersey
$2.44M +$38.3K +170 +2%
BG
575
Benedetti & Gucer
Georgia
$2.44M +$194K +859 +9%
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