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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,357 hedge funds and large institutions have $25.4B invested in Vanguard Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 600 increasing their positions, 447 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,357
Holders Change
+76
Holders Change %
+5.93%
% of All Funds
23.9%
Holding in Top 10
165
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+9.27%
% of All Funds
2.91%
New
136
Increased
600
Reduced
447
Closed
49
Calls
$16.5M
Puts
$9.02M
Net Calls
+$7.45M
Net Calls Change
-$8.21M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$796M
2
Wells Fargo
Wells Fargo
California
+$92.8M
3
LPL Financial
LPL Financial
California
+$85.7M
4
HighTower Advisors
HighTower Advisors
Illinois
+$57.1M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$56.2M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$160M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$147M
3
ECM
ExodusPoint Capital Management
New York
-$77.9M
4
CIAS
CBIZ Investment Advisory Services
Ohio
-$65M
5
Ensign Peak Advisors
Ensign Peak Advisors
Utah
-$40M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSAG
726
Lake Street Advisors Group
New Hampshire
$1.28M – – –
IBOK
727
Independence Bank of Kentucky
Kentucky
$1.27M +$62.1K +290 +5%
NFG
728
Nations Financial Group
Iowa
$1.27M +$24.8K +116 +2%
FI
729
Financial Insights
Washington
$1.27M +$108K +504 +9%
AC
730
Avestar Capital
New York
$1.26M +$405K +1,793 +47%
FA
731
Fermata Advisors
California
$1.26M +$1.26M +5,845 New
KTA
732
Keeley-Teton Advisors
Illinois
$1.25M -$125K -582 -9%
AWA
733
Alta Wealth Advisors
Massachusetts
$1.25M +$64.4K +301 +5%
TA
734
Tiedemann Advisors
New York
$1.25M +$483K +2,254 +63%
BFG
735
Barber Financial Group
Kansas
$1.25M -$261K -1,218 -17%
RWG
736
Regal Wealth Group
California
$1.24M -$16.7K -78 -1%
GIM
737
Goelzer Investment Management
Indiana
$1.24M -$8.35K -39 -0.7%
GC
738
Gibson Capital
Pennsylvania
$1.23M – – –
PFS
739
Prospera Financial Services
Texas
$1.23M -$11.2K -52 -0.9%
CWM
740
Circle Wealth Management
New Jersey
$1.23M – – –
BFG
741
Berger Financial Group
Minnesota
$1.23M +$89.5K +418 +8%
MWM
742
Meridian Wealth Management
Kentucky
$1.23M +$16.1K +75 +1%
AWM
743
Avior Wealth Management
Nebraska
$1.22M +$74.5K +348 +6%
CSIC
744
Clifford Swan Investment Counsel
California
$1.22M – – –
RW
745
REDW Wealth
New Mexico
$1.19M -$67.4K -315 -5%
CMO
746
Covenant Multifamily Offices
Texas
$1.19M -$6.7M -31,311 -85%
ESB
747
Essex Savings Bank
Connecticut
$1.19M -$61.1K -290 -5%
TWA
748
TCI Wealth Advisors
Arizona
$1.19M -$79.4K -371 -6%
WTB
749
Washington Trust Bank
Washington
$1.17M -$216K -1,009 -16%
SQA
750
Simon Quick Advisors
New Jersey
$1.17M -$21.6K -101 -2%
28 29
30
31 32