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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 %
NEPWA
651
New England Private Wealth Advisors
Massachusetts
$2.34M +$11.3K +50 +0.5%
RCM
652
Radnor Capital Management
Pennsylvania
$2.33M +$2.33M +10,296 New
HPWM
653
Highland Private Wealth Management
Washington
$2.31M -$111K -493 -5%
MCA
654
Maryland Capital Advisors
Maryland
$2.3M +$2.3M +10,180 New
CSWM
655
Cassady Schiller Wealth Management
Ohio
$2.3M +$2.3M +10,168 New
WIA
656
World Investment Advisors
California
$2.28M +$893K +4,218 +64%
FA
657
FDx Advisors
Illinois
$2.28M +$39.1K +173 +2%
BS
658
Boenning & Scattergood
Pennsylvania
$2.28M +$238K +1,055 +12%
GLA
659
Great Lakes Advisors
Illinois
$2.27M +$161K +712 +8%
MFIMFI
660
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.26M – – –
IWM
661
IHT Wealth Management
Illinois
$2.25M -$1.58K -7 -0.1%
BJL
662
Brighton Jones LLC
Washington
$2.25M -$72.5K -321 -3%
MA
663
MONECO Advisors
Connecticut
$2.24M +$89K +432 +4%
RI
664
Ridgewood Investments
New Jersey
$2.24M +$56.5K +250 +3%
TFO
665
Tarbox Family Office
California
$2.23M +$91.5K +405 +4%
CF
666
Centaurus Financial
California
$2.23M +$328K +1,451 +17%
EBWM
667
Eagle Bluffs Wealth Management
Missouri
$2.23M +$2.23M +9,879 New
RWA
668
Ropes Wealth Advisors
Massachusetts
$2.23M – – –
BHIC
669
Bassett Hargrove Investment Counsel
Delaware
$2.22M +$20.3K +90 +0.9%
PWA
670
Peterson Wealth Advisors
Utah
$2.21M -$35.3K -156 -2%
TFS
671
Thoroughbred Financial Services
Tennessee
$2.2M +$165K +732 +8%
NEGWA
672
New England Guild Wealth Advisors
Connecticut
$2.18M -$25.1K -111 -1%
FA
673
Flagstar Advisors
New York
$2.18M +$726K +3,211 +50%
IAN
674
Integrated Advisors Network
Texas
$2.16M +$356K +1,577 +20%
AG
675
Ascent Group
Virginia
$2.16M +$2.16M +10,601 New
25 26
27
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