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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 %
FHC
576
First Heartland Consultants
Missouri
$2.36M -$134K -612 -5%
SCA
577
Snowden Capital Advisors
New York
$2.35M +$80.7K +369 +4%
HPWM
578
Highland Private Wealth Management
Washington
$2.35M +$106K +487 +5%
WCM
579
Windham Capital Management
Massachusetts
$2.34M – – –
SSWM
580
Smith Salley Wealth Management
North Carolina
$2.34M – – –
BCM
581
BTC Capital Management
Iowa
$2.29M – – –
EGWAG
582
Elwood & Goetz Wealth Advisory Group
Georgia
$2.28M -$16.6K -76 -0.7%
MA
583
MONECO Advisors
Connecticut
$2.28M +$1.32M +6,040 +138%
LWM
584
Liberty Wealth Management
California
$2.26M +$439K +1,981 +24%
NEPWA
585
New England Private Wealth Advisors
Massachusetts
$2.25M +$5.47K +25 +0.2%
BJL
586
Brighton Jones LLC
Washington
$2.24M +$316K +1,447 +16%
VBFP
587
Valtinson Bruner Financial Planning
Minnesota
$2.23M +$397K +1,728 +22%
CBFP
588
Cedar Brook Financial Partners
Ohio
$2.2M -$124K -566 -5%
BHIC
589
Bassett Hargrove Investment Counsel
Delaware
$2.19M – – –
IA
590
IFP Advisors
Florida
$2.19M -$164K -748 -7%
MFIMFI
591
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.19M – – –
DC
592
Davenport & Co
Virginia
$2.18M +$354K +1,620 +19%
CWA
593
Cornerstone Wealth Advisors
Minnesota
$2.18M -$142K -648 -6%
IWM
594
IHT Wealth Management
Illinois
$2.18M +$64.3K +294 +3%
PWA
595
Peterson Wealth Advisors
Utah
$2.18M +$61.7K +282 +3%
FA
596
FDx Advisors
Illinois
$2.17M -$34.1K -156 -2%
RWA
597
Ropes Wealth Advisors
Massachusetts
$2.16M +$29.5K +135 +1%
DWP
598
Destiny Wealth Partners
Florida
$2.15M +$16.6K +76 +0.8%
SFPM
599
Sensible Financial Planning & Management
Massachusetts
$2.15M +$47K +215 +2%
ACI
600
Alpha Cubed Investments
California
$2.14M +$54.9K +251 +3%
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