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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 %
SFWC
701
Strategic Family Wealth Counselors
New Jersey
$1.43M +$25.8K +118 +2%
AP
702
Advisor Partners
California
$1.43M – – –
CMO
703
Covenant Multifamily Offices
Texas
$1.43M +$218K +986 +18%
SQA
704
Simon Quick Advisors
New Jersey
$1.42M +$93.4K +427 +7%
JCM
705
Jag Capital Management
Missouri
$1.42M – – –
SSB
706
Sandy Spring Bank
Maryland
$1.42M +$184K +842 +15%
SSWG
707
Seven Springs Wealth Group
Tennessee
$1.41M – – –
MIS
708
Morningstar Investment Services
Illinois
$1.41M -$186K -840 -12%
LPIC
709
LeJeune Puetz Investment Counsel
Michigan
$1.41M +$27.3K +125 +2%
FA
710
Flagstar Advisors
New York
$1.41M +$1.41M +6,427 New
IBOK
711
Independence Bank of Kentucky
Kentucky
$1.4M +$87.5K +400 +7%
CWM
712
Cabot Wealth Management
Massachusetts
$1.38M -$32.8K -150 -2%
AMM
713
American Money Management
California
$1.37M +$1.37M +6,250 New
TWA
714
TCI Wealth Advisors
Arizona
$1.36M +$70.2K +321 +5%
DP
715
Denver PWM
Colorado
$1.35M +$50.9K +233 +4%
IC
716
IEQ Capital
California
$1.35M +$35.4K +162 +3%
EPP
717
ETF Portfolio Partners
Kansas
$1.35M +$25.8K +118 +2%
KTA
718
Keeley-Teton Advisors
Illinois
$1.35M +$1.35M +6,173 New
SC
719
SouthState Corp
Florida
$1.34M -$70.9K -324 -5%
PG
720
Proffitt & Goodson
Tennessee
$1.32M +$656 +3 +0%
STB
721
S&T Bank
Pennsylvania
$1.31M -$47.9K -219 -4%
CMBA
722
C.M. Bidwell & Associates
Hawaii
$1.31M -$305K -1,397 -19%
CSIC
723
Clifford Swan Investment Counsel
California
$1.31M -$25.8K -110 -2%
TFCP
724
Twin Focus Capital Partners
Massachusetts
$1.31M – – –
Neuberger Berman Group
725
Neuberger Berman Group
New York
$1.3M +$287K +1,311 +28%
27 28
29
30 31