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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,357 hedge funds and large institutions have $25.4B invested in Vanguard Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 600 increasing their positions, 447 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,357
Holders Change
+76
Holders Change %
+5.93%
% of All Funds
23.9%
Holding in Top 10
165
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+9.27%
% of All Funds
2.91%
New
136
Increased
600
Reduced
447
Closed
49
Calls
$16.5M
Puts
$9.02M
Net Calls
+$7.45M
Net Calls Change
-$8.21M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$796M
2
Wells Fargo
Wells Fargo
California
+$92.8M
3
LPL Financial
LPL Financial
California
+$85.7M
4
HighTower Advisors
HighTower Advisors
Illinois
+$57.1M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$56.2M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$160M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$147M
3
ECM
ExodusPoint Capital Management
New York
-$77.9M
4
CIAS
CBIZ Investment Advisory Services
Ohio
-$65M
5
Ensign Peak Advisors
Ensign Peak Advisors
Utah
-$40M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPWM
601
Highland Private Wealth Management
Washington
$2.09M -$85K -397 -4%
FHB
602
First Hawaiian Bank
Hawaii
$2.07M – – –
NEGWA
603
New England Guild Wealth Advisors
Connecticut
$2.07M +$1.18M +5,508 +132%
SC
604
Schoolcraft Capital
Colorado
$2.06M -$1.18M -5,496 -36%
CBFP
605
Cedar Brook Financial Partners
Ohio
$2.06M +$492K +2,300 +32%
PD
606
Planning Directions
Pennsylvania
$2.05M -$125K -585 -6%
DSC
607
Duncker Streett & Co
Missouri
$2.05M +$8.14K +38 +0.4%
AAMC
608
Asset Allocation & Management Company
Illinois
$2.04M +$1.03M +4,800 +101%
WI
609
Wintrust Investments
Illinois
$2.04M +$2.04M +9,529 New
LWM
610
Liberty Wealth Management
California
$2.04M – – –
SAF
611
Smith Anglin Financial
Texas
$2.04M +$73.7K +344 +4%
RI
612
Ridgewood Investments
New Jersey
$2.02M +$867K +4,049 +75%
ACI
613
Alpha Cubed Investments
California
$2M +$499K +2,333 +33%
SPA
614
Sentinel Pension Advisors
Massachusetts
$1.99M +$1.88M +38,609 +1,819%
BAMG
615
Brand Asset Management Group
Missouri
$1.98M -$53.5K -250 -3%
CM
616
Columbus Macro
Pennsylvania
$1.98M -$14.3K -67 -0.7%
SPIO
617
Seven Post Investment Office
California
$1.95M +$1.56M +7,284 +398%
RVPG
618
Relative Value Partners Group
$1.94M +$1.43M +6,678 +281%
TFO
619
Tarbox Family Office
California
$1.94M – – –
CFA
620
Carroll Financial Associates
North Carolina
$1.94M +$211K +984 +12%
PWA
621
Peterson Wealth Advisors
Utah
$1.93M -$10.1K -47 -0.5%
B
622
Bailard
California
$1.92M +$268K +1,254 +16%
FC
623
Ferris Capital
Massachusetts
$1.92M +$289K +1,348 +18%
LFG
624
Larson Financial Group
Missouri
$1.92M +$16.7K +78 +0.9%
TIM
625
Tortoise Investment Management
New York
$1.91M -$16.1K -75 -0.8%
23 24
25
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