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Vanguard Small-Cap ETF
VB

1,612 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, 692 increasing their positions, 411 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

426% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $3.05M

380% more first-time investments, than exits

New positions opened: 293 | Existing positions closed: 61

68% more repeat investments, than reductions

Existing positions increased: 692 | Existing positions reduced: 411

23% more funds holding in top 10

Funds holding in top 10: 151 → 185 (+34)

15% more funds holding

Funds holding: 1,403 → 1,612 (+209)

7% more capital invested

Capital invested by funds: $27.6B → $29.6B (+$2.06B)

0.91% more ownership

Funds ownership: 58.82% → 59.73% (+0.91%)

Holders
1,612
Holders Change
+209
Holders Change %
+14.9%
% of All Funds
24.81%
Holding in Top 10
185
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+22.52%
% of All Funds
2.85%
New
293
Increased
692
Reduced
411
Closed
61
Calls
$16.1M
Puts
$3.05M
Net Calls
+$13M
Net Calls Change
+$1.12M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$412M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$82.6M
3
CIAS
CBIZ Investment Advisory Services
Ohio
+$69.4M
4
CSIA
Charles Schwab Investment Advisory
California
+$64.2M
5
CTC
Central Trust Company
Missouri
+$51.2M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$93.8M
2
Franklin Resources
Franklin Resources
California
-$67.7M
3
MFM
MD Financial Management
Ontario, Canada
-$51.6M
4
TFA
Trinity Financial Advisors
Ohio
-$42.3M
5
PAG
Private Advisor Group
New Jersey
-$33.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
51
Catalyst Capital Advisors
New York
$73.6M +$3.61M +15,901 +5%
PFO
52
Pathstone Family Office
New Jersey
$73.4M -$2.31M -10,165 -3%
MML Investors Services
53
MML Investors Services
Massachusetts
$72.1M +$5.7M +25,075 +9%
BAAM
54
Baker Avenue Asset Management
California
$71.3M +$535K +2,354 +0.8%
State Street
55
State Street
Massachusetts
$71M +$7M +30,814 +11%
PGFC
56
Peapack-Gladstone Financial Corp
New Jersey
$70M +$1.07M +4,691 +2%
Vanguard Group
57
Vanguard Group
Pennsylvania
$69.6M +$486K +2,139 +0.7%
CIAS
58
CBIZ Investment Advisory Services
Ohio
$69M +$69.4M +305,400 New
VCP
59
Vista Capital Partners
Oregon
$68.6M -$742K -3,266 -1%
Janus Henderson Group
60
Janus Henderson Group
United Kingdom
$66.7M +$4.58M +20,167 +7%
CAM
61
Chandler Asset Management
California
$66.3M +$2.05M +9,015 +3%
Citigroup
62
Citigroup
New York
$65.9M +$841K +3,701 +1%
HWA
63
Heartwood Wealth Advisors
Virginia
$65.6M -$204K -897 -0.3%
TNBTD
64
Trustmark National Bank Trust Department
Mississippi
$65.5M +$579K +2,546 +0.9%
FFW
65
Fusion Family Wealth
New York
$60.2M -$2.32M -10,227 -4%
RMDI
66
R.M. Davis Inc
Maine
$57.3M +$5.39M +23,733 +10%
AAM
67
Autus Asset Management
Arizona
$55.2M +$131K +576 +0.2%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$55M +$18.9K +83 +1%
CTC
69
Central Trust Company
Missouri
$54.1M +$51.2M +225,516 +1,628%
ST
70
Smithfield Trust
Pennsylvania
$53.8M -$750K -3,299 -1%
BlackRock
71
BlackRock
New York
$53.1M +$2.84M +12,504 +6%
CAM
72
Cresset Asset Management
Illinois
$52.4M +$2.03M +8,934 +4%
WANY
73
Wealthspire Advisors (New York)
New York
$52.4M +$2.78M +12,223 +6%
KAS
74
Kestra Advisory Services
Texas
$48.7M -$13M -57,342 -21%
WSTAM
75
Wilbanks Smith & Thomas Asset Management
Virginia
$48.3M +$2.26M +9,937 +5%
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VB Hedge Fund Activity: Q4 2021 in Review

1,612 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q4 2021, worth a combined $29.6B — up 7.5% from $27.6B a quarter earlier.

Buyers outnumbered sellers: 293 funds opened new VB positions and 61 closed out — a net gain of 232 holders — while 692 added to existing stakes and 411 trimmed.

The largest buyer was Bank of America, adding an estimated $412M. The largest seller was Wells Fargo, cutting an estimated $93.8M.

  • 1,612 institutional investors held Vanguard Small-Cap ETF (VB) as of Q4 2021, up from 1,403 in Q3 2021.
  • Funds reported $29.6B of Vanguard Small-Cap ETF stock for Q4 2021, up 7.5% quarter-over-quarter.
  • 293 funds opened new Vanguard Small-Cap ETF positions in Q4 2021 and 61 closed out, a net change of +232 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q4 2021 was Bank of America, an estimated $412M added.
  • The largest Vanguard Small-Cap ETF seller in Q4 2021 was Wells Fargo, an estimated $93.8M sold.

Based on aggregated 13F filings for Q4 2021.