VB icon

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 %
SF
576
Summit Financial
New Jersey
$2.44M +$1.28M +5,691 +111%
TCWM
577
Total Clarity Wealth Management
Illinois
$2.44M -$2.01M -8,916 -45%
IA
578
IFP Advisors
Florida
$2.42M +$11.7K +52 +0.5%
AIP
579
Ameritas Investment Partners
Nebraska
$2.42M +$198K +879 +9%
WCM
580
Windham Capital Management
Massachusetts
$2.41M -$314K -1,394 -12%
CFO
581
Collective Family Office
Pennsylvania
$2.41M -$24.8K -110 -1%
SSWM
582
Smith Salley Wealth Management
North Carolina
$2.41M +$451 +2 +0%
CWA
583
Cornerstone Wealth Advisors
Minnesota
$2.41M -$470K -2,070 -16%
CBFP
584
Cedar Brook Financial Partners
Ohio
$2.39M +$229K +1,016 +11%
EGWAG
585
Elwood & Goetz Wealth Advisory Group
Georgia
$2.37M -$222K -986 -9%
BCM
586
BTC Capital Management
Iowa
$2.36M – – –
AAMC
587
Asset Allocation & Management Company
Illinois
$2.36M +$205K +908 +10%
SCA
588
Snowden Capital Advisors
New York
$2.34M -$6.98K -31 -0.3%
NEPWA
589
New England Private Wealth Advisors
Massachusetts
$2.31M -$4.89M -21,709 -68%
HPWM
590
Highland Private Wealth Management
Washington
$2.31M +$110K +490 +5%
FA
591
FDx Advisors
Illinois
$2.27M -$66.7K -296 -3%
MFIMFI
592
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.25M +$2.25M +9,995 New
ACM
593
AlphaStar Capital Management
North Carolina
$2.24M +$274K +1,217 +14%
WI
594
Wintrust Investments
Illinois
$2.22M +$71K +315 +3%
MAM
595
McLean Asset Management
Virginia
$2.22M +$1.29K +6 +0.1%
AIM
596
Anchor Investment Management
South Carolina
$2.21M +$276K +1,227 +14%
NEGWA
597
New England Guild Wealth Advisors
Connecticut
$2.2M +$22.1K +98 +1%
DWP
598
Destiny Wealth Partners
Florida
$2.2M +$705K +3,129 +47%
BHIC
599
Bassett Hargrove Investment Counsel
Delaware
$2.19M +$2.19M +9,740 New
RWA
600
Ropes Wealth Advisors
Massachusetts
$2.19M – – –
22 23
24
25 26