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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 %
RWMH
626
Riverpoint Wealth Management Holdings
Illinois
$2.01M +$282K +1,253 +16%
JWM
627
Jackson Wealth Management
Florida
$2.01M +$163K +723 +9%
TCA
628
Transcend Capital Advisors
New Jersey
$1.99M +$948K +4,207 +91%
FT
629
Fiduciary Trust
Massachusetts
$1.99M +$230K +1,020 +13%
BJL
630
Brighton Jones LLC
Washington
$1.99M +$18.7K +83 +1%
BS
631
Boenning & Scattergood
Pennsylvania
$1.96M +$25K +111 +1%
LFG
632
Larson Financial Group
Missouri
$1.96M -$61.3K -272 -3%
WCF
633
West Coast Financial
California
$1.95M -$37.4K -166 -2%
CCC
634
Crescent Capital Consulting
Louisiana
$1.92M – – –
PTC
635
Private Trust Company
Ohio
$1.92M +$91K +404 +5%
DWM
636
Defined Wealth Management
Oregon
$1.91M +$6.76K +30 +0.4%
SMC
637
Smith, Moore & Co
Missouri
$1.91M +$208K +922 +12%
FNBOO
638
First National Bank of Omaha
Nebraska
$1.91M – – –
TFS
639
Thoroughbred Financial Services
Tennessee
$1.9M +$24.6K +109 +1%
Prudential Financial
640
Prudential Financial
New Jersey
$1.9M +$383K +1,698 +25%
AC
641
Apella Capital
Connecticut
$1.89M +$31.3K +139 +2%
AWM
642
Apollon Wealth Management
South Carolina
$1.89M -$331K -1,469 -15%
CWMU
643
Caliber Wealth Management (Utah)
Utah
$1.89M +$943K +4,186 +100%
DC
644
Davenport & Co
Virginia
$1.88M -$6.08K -27 -0.3%
RCA
645
Ranch Capital Advisors
Florida
$1.87M +$225 +1 +0%
SW
646
SkyOak Wealth
Michigan
$1.87M +$4.96K +22 +0.3%
DSC
647
Duncker Streett & Co
Missouri
$1.85M -$301K -1,336 -14%
1WM
648
1900 Wealth Management
Texas
$1.85M +$125K +554 +7%
DCM
649
Dimension Capital Management
Florida
$1.83M -$2.03M -9,016 -53%
LWM
650
Liberty Wealth Management
California
$1.82M -$406K -1,834 -18%
24 25
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