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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 %
NEGWA
601
New England Guild Wealth Advisors
Connecticut
$2.13M -$2.41K -11 -0.1%
MAM
602
McLean Asset Management
Virginia
$2.12M -$246K -1,070 -10%
FAIM
603
Financial Advocates Investment Management
Washington
$2.12M +$52.1K +238 +3%
RI
604
Ridgewood Investments
New Jersey
$2.11M +$69.7K +319 +3%
FHA
605
First Horizon Advisors
Tennessee
$2.1M +$908K +4,156 +76%
AWM
606
Apollon Wealth Management
South Carolina
$2.09M +$255K +1,165 +14%
TIM
607
Tortoise Investment Management
New York
$2.07M +$119K +545 +6%
TFO
608
Tarbox Family Office
California
$2.07M – – –
SAF
609
Smith Anglin Financial
Texas
$2.07M +$50.5K +231 +3%
GIA
610
Gladstone Institutional Advisory
Florida
$2.04M +$1.55M +7,088 +314%
GLA
611
Great Lakes Advisors
Illinois
$2.04M +$48.3K +221 +2%
BAMG
612
Brand Asset Management Group
Missouri
$2.03M +$1.97K +9 +0.1%
FTUS
613
Flow Traders U.S.
New York
$2.03M +$2.03M +9,264 New
CWMU
614
Caliber Wealth Management (Utah)
Utah
$2.02M +$117K +517 +6%
CRI
615
Colonial River Investments
Virginia
$2.02M +$1.76M +7,736 +674%
HH
616
Hilltop Holdings
Texas
$2.02M +$1.64M +7,507 +440%
CM
617
Columbus Macro
Pennsylvania
$2.01M – – –
B
618
Bailard
California
$2.01M -$10.9K -50 -0.5%
CFA
619
Carroll Financial Associates
North Carolina
$2.01M -$47.7K -218 -2%
AIM
620
Anchor Investment Management
South Carolina
$2.01M -$141K -646 -7%
Luther King Capital Management (LKCM)
621
Luther King Capital Management (LKCM)
Texas
$2M -$2.07M – –
RCA
622
Ranch Capital Advisors
Florida
$2M +$186K +849 +10%
CSPIA
623
Cary Street Partners Investment Advisory
Virginia
$2M -$37.6K -172 -2%
CFA
624
Cahill Financial Advisors
Minnesota
$1.99M +$14.7K +67 +0.7%
FNBT
625
FineMark National Bank & Trust
Florida
$1.98M -$14K -64 -0.7%
23 24
25
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