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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 %
KPWG
576
KFA Private Wealth Group
Virginia
$2.98M +$57.2K +253 +2%
CWMU
577
Caliber Wealth Management (Utah)
Utah
$2.97M +$1.02M +4,646 +52%
KFGK
578
Keystone Financial Group (Kentucky)
Kentucky
$2.96M +$342K +1,512 +13%
SS
579
Simplicity Solutions
Minnesota
$2.96M +$1.7M +7,538 +136%
JFA
580
JNBA Financial Advisors
Minnesota
$2.96M -$61K -270 -2%
TA
581
Tiedemann Advisors
New York
$2.95M – – –
AI
582
Accredited Investors
Minnesota
$2.95M -$47.7K -211 -2%
FNT
583
First National Trust
Pennsylvania
$2.95M -$27.6K -122 -0.9%
SCM
584
SOL Capital Management
Maryland
$2.95M +$99.9K +442 +4%
RIA
585
Regal Investment Advisors
Michigan
$2.95M +$120K +529 +4%
VCM
586
Virtue Capital Management
Tennessee
$2.94M +$203K +898 +7%
KeyBank National Association
587
KeyBank National Association
Ohio
$2.92M +$114K +505 +4%
BWM
588
Brickley Wealth Management
California
$2.9M -$83.6K -370 -3%
Prudential Financial
589
Prudential Financial
New Jersey
$2.87M +$162K +685 +6%
CCFM
590
Clear Creek Financial Management
Washington
$2.86M -$131K -579 -4%
GIA
591
Gladstone Institutional Advisory
Florida
$2.84M +$724K +3,203 +34%
CIA
592
Compass Ion Advisors
Pennsylvania
$2.83M +$1.69M +7,464 +148%
EDRH
593
Edmond de Rothschild Holding
Switzerland
$2.83M – – –
DWM
594
Dakota Wealth Management
Florida
$2.81M -$402K -1,778 -13%
ACA
595
Affinity Capital Advisors
California
$2.8M -$254K -1,126 -8%
CCA
596
Checchi Capital Advisers
California
$2.79M +$72.8K +322 +3%
ACM
597
AlphaStar Capital Management
North Carolina
$2.78M -$1.14M -5,205 -29%
WPC
598
Wedmont Private Capital
Pennsylvania
$2.78M +$2.78M +12,613 New
HTC
599
Haverford Trust Company
Pennsylvania
$2.77M +$13.1K +58 +0.5%
MWM
600
Meridian Wealth Management
Kentucky
$2.76M +$1.17M +5,189 +74%
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