VB icon

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 %
VCM
601
Vivaldi Capital Management
Illinois
$2.75M -$23.3K -103 -0.8%
CHA
602
Carmichael Hill & Associates
Maryland
$2.71M +$12.9K +57 +0.5%
BFG
603
Beacon Financial Group
Texas
$2.7M -$17.5K -77 -0.6%
SEI Investments
604
SEI Investments
Pennsylvania
$2.69M +$97.2K +430 +4%
OWA
605
Octavia Wealth Advisors
Ohio
$2.67M +$18.1K +80 +0.7%
BG
606
Benedetti & Gucer
Georgia
$2.65M -$11.5K -51 -0.4%
CFO
607
Collective Family Office
Pennsylvania
$2.65M – – –
BRM
608
Boston Research & Management
Massachusetts
$2.65M – – –
RC
609
Roundview Capital
New Jersey
$2.63M +$116K +513 +5%
CBFP
610
Cedar Brook Financial Partners
Ohio
$2.62M +$351K +1,555 +15%
WFA
611
Wade Financial Advisory
California
$2.62M -$3.62K -16 -0.1%
WAP
612
Wealthcare Advisory Partners
Pennsylvania
$2.61M +$101K +449 +4%
MBFW
613
Morton Brown Family Wealth
Pennsylvania
$2.6M +$2.6M +11,503 New
MPWT
614
MassMutual Private Wealth & Trust
Connecticut
$2.59M -$41.8K -185 -2%
AIA
615
Acute Investment Advisory
Arizona
$2.59M +$2.59M +11,464 New
NEWAS
616
N.E.W. Advisory Services
Wisconsin
$2.59M -$15.4K -68 -0.6%
DWT
617
Dorsey & Whitney Trust
South Dakota
$2.58M -$122K -541 -5%
AWA
618
Acorn Wealth Advisors
Michigan
$2.57M -$107K -473 -4%
AA
619
Alesco Advisors
New York
$2.57M -$16.5K -73 -0.6%
MF
620
Meridian Financial
Massachusetts
$2.56M +$2.56M +11,326 New
TA
621
TrueWealth Advisors
Alabama
$2.56M +$114K +505 +5%
CWM
622
Calamos Wealth Management
Illinois
$2.55M – – –
FHA
623
First Horizon Advisors
Tennessee
$2.55M +$371K +1,644 +17%
ACI
624
Alpha Cubed Investments
California
$2.54M +$329K +1,455 +15%
WA
625
Waverly Advisors
Alabama
$2.54M +$77.8K +372 +3%
23 24
25
26 27