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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 %
CCA
551
Checchi Capital Advisers
California
$2.63M +$30K +137 +1%
HFAS
552
Hummer Financial Advisory Services
Illinois
$2.63M – – –
DWT
553
Dorsey & Whitney Trust
South Dakota
$2.61M -$71.5K -327 -3%
CHA
554
Carmichael Hill & Associates
Maryland
$2.61M +$1.97K +9 +0.1%
AWA
555
Acorn Wealth Advisors
Michigan
$2.59M -$656 -3 -0%
BG
556
Benedetti & Gucer
Georgia
$2.58M +$210K +962 +9%
AIP
557
Ameritas Investment Partners
Nebraska
$2.57M +$221K +1,010 +9%
OWA
558
Octavia Wealth Advisors
Ohio
$2.57M -$23.4K -107 -0.9%
EAM
559
Evanson Asset Management
California
$2.57M -$126K -557 -5%
CFO
560
Collective Family Office
Pennsylvania
$2.56M +$224K +1,024 +10%
BRM
561
Boston Research & Management
Massachusetts
$2.56M – – –
Prudential Financial
562
Prudential Financial
New Jersey
$2.56M +$677K +3,033 +36%
MPWT
563
MassMutual Private Wealth & Trust
Connecticut
$2.55M +$1.93M +8,832 +312%
WFA
564
Wade Financial Advisory
California
$2.54M -$5.25K -24 -0.2%
KTM
565
Keeler Thomas Management
Utah
$2.54M -$1.96K -9 -0.1%
KFGK
566
Keystone Financial Group (Kentucky)
Kentucky
$2.53M +$98.4K +450 +4%
NEWAS
567
N.E.W. Advisory Services
Wisconsin
$2.52M -$170K -778 -6%
SEI Investments
568
SEI Investments
Pennsylvania
$2.51M +$22.7K +104 +0.9%
AA
569
Alesco Advisors
New York
$2.5M -$2.19K -10 -0.1%
CWM
570
Calamos Wealth Management
Illinois
$2.47M – – –
RC
571
Roundview Capital
New Jersey
$2.43M +$60.1K +275 +3%
WAP
572
Wealthcare Advisory Partners
Pennsylvania
$2.43M -$119K -544 -5%
SPIO
573
Seven Post Investment Office
California
$2.38M +$387K +1,771 +19%
TA
574
TrueWealth Advisors
Alabama
$2.36M +$356K +1,629 +18%
TCWM
575
Total Clarity Wealth Management
Illinois
$2.36M -$5.25K -24 -0.2%
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