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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 %
IWM
601
IHT Wealth Management
Illinois
$2.18M +$490K +2,177 +29%
PWA
602
Peterson Wealth Advisors
Utah
$2.18M +$144K +641 +7%
GCP
603
Gill Capital Partners
Colorado
$2.18M +$667K +2,962 +44%
SFPM
604
Sensible Financial Planning & Management
Massachusetts
$2.17M -$151K -672 -7%
ACI
605
Alpha Cubed Investments
California
$2.15M +$48K +213 +2%
TFO
606
Tarbox Family Office
California
$2.13M +$95.5K +424 +5%
FAIM
607
Financial Advocates Investment Management
Washington
$2.13M -$590K -2,620 -22%
PFG
608
PAX Financial Group
Texas
$2.12M -$118K -525 -5%
CFA
609
Carroll Financial Associates
North Carolina
$2.12M +$79.8K +354 +4%
CSPIA
610
Cary Street Partners Investment Advisory
Virginia
$2.1M +$207K +917 +11%
SC
611
Schoolcraft Capital
Colorado
$2.1M -$72.1K -320 -3%
RI
612
Ridgewood Investments
New Jersey
$2.1M -$27.9K -124 -1%
BAMG
613
Brand Asset Management Group
Missouri
$2.09M +$2.48K +11 +0.1%
B
614
Bailard
California
$2.08M +$57.2K +254 +3%
SAF
615
Smith Anglin Financial
Texas
$2.08M -$66.9K -297 -3%
CM
616
Columbus Macro
Pennsylvania
$2.07M -$7.88K -35 -0.4%
Luther King Capital Management (LKCM)
617
Luther King Capital Management (LKCM)
Texas
$2.07M -$1.73M – –
TA
618
TrueWealth Advisors
Alabama
$2.07M +$215K +956 +12%
FNBT
619
FineMark National Bank & Trust
Florida
$2.06M +$377K +1,673 +22%
SPIO
620
Seven Post Investment Office
California
$2.05M – – –
GLA
621
Great Lakes Advisors
Illinois
$2.05M +$59K +262 +3%
CFA
622
Cahill Financial Advisors
Minnesota
$2.04M -$175K -777 -8%
FA
623
Fermata Advisors
California
$2.04M +$718K +3,180 +54%
PD
624
Planning Directions
Pennsylvania
$2.02M -$142K -631 -7%
TIM
625
Tortoise Investment Management
New York
$2.01M +$225 +1 +0%
23 24
25
26 27