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 %
AWM
626
Apollon Wealth Management
South Carolina
$2.52M +$358K +1,586 +17%
DCM
627
Dimension Capital Management
Florida
$2.5M +$669K +2,959 +36%
HFAS
628
Hummer Financial Advisory Services
Illinois
$2.5M -$219K -970 -8%
RBC
629
Roble Belko & Company
Pennsylvania
$2.49M -$929K -4,113 -27%
LHEI
630
Leo H. Evart Inc
California
$2.49M +$2.49M +11,000 New
OCM
631
Objective Capital Management
Ohio
$2.48M +$2.48M +10,980 New
BHWM
632
Beaird Harris Wealth Management
Texas
$2.47M +$2.47M +10,943 New
KTM
633
Keeler Thomas Management
Utah
$2.47M -$164K -727 -6%
SPIO
634
Seven Post Investment Office
California
$2.46M – – –
SFA
635
Semmax Financial Advisors
North Carolina
$2.46M -$415K -1,837 -14%
DFA
636
DHK Financial Advisors
New Hampshire
$2.46M +$2.46M +10,873 New
SWM
637
Spire Wealth Management
Virginia
$2.45M -$280K -1,237 -10%
TIM
638
Tortoise Investment Management
New York
$2.44M +$297K +1,313 +14%
DC
639
Davenport & Co
Virginia
$2.44M +$180K +796 +8%
WCM
640
Windham Capital Management
Massachusetts
$2.42M – – –
IA
641
IFP Advisors
Florida
$2.4M +$138K +610 +6%
SFPM
642
Sensible Financial Planning & Management
Massachusetts
$2.39M +$173K +764 +8%
TLFA
643
True Link Financial Advisors
California
$2.38M +$848K +3,753 +56%
BCM
644
BTC Capital Management
Iowa
$2.37M – – –
JPLA
645
Joseph P. Lucia & Associates
New York
$2.37M +$423K +1,871 +22%
OFS
646
Orrstown Financial Services
Pennsylvania
$2.37M +$2.07M +9,348 +699%
EGWAG
647
Elwood & Goetz Wealth Advisory Group
Georgia
$2.37M +$9.72K +43 +0.4%
WB
648
West Bancorporation
Iowa
$2.35M +$2.35M +10,390 New
RWP
649
Revolve Wealth Partners
New Jersey
$2.34M +$2.34M +10,366 New
LSAG
650
Lake Street Advisors Group
New Hampshire
$2.34M +$2.34M +10,351 New
24 25
26
27 28