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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 %
AWA
726
Alta Wealth Advisors
Massachusetts
$1.3M +$12.9K +59 +1%
FC
727
Ferris Capital
Massachusetts
$1.3M +$1.3M +5,491 New
MAS
728
Madden Advisory Services
Florida
$1.29M +$95.5K +437 +8%
JAG
729
Journey Advisory Group
Kentucky
$1.29M -$18.2K -83 -1%
QCG
730
Quadrant Capital Group
Ohio
$1.28M +$119K +544 +10%
JFA
731
Johanson Financial Advisors
California
$1.28M +$40K +183 +3%
CIC
732
Carnegie Investment Counsel
Ohio
$1.27M -$28.2K -129 -2%
TIAM2
733
Tru Independence Asset Management 2
Oregon
$1.27M -$3.2M -14,617 -72%
RWG
734
Regal Wealth Group
California
$1.27M – – –
CGIM
735
Cannon Global Investment Management
Florida
$1.27M +$1.27M +5,800 New
G
736
Gainplan
Michigan
$1.26M +$49.6K +226 +4%
GC
737
Gibson Capital
Pennsylvania
$1.26M – – –
SWA
738
Stratos Wealth Advisors
Ohio
$1.26M +$191K +873 +18%
BFG
739
Barber Financial Group
Kansas
$1.25M +$3.94K +18 +0.3%
CWM
740
Circle Wealth Management
New Jersey
$1.25M – – –
KIA
741
KCM Investment Advisors
California
$1.25M +$11.2K +51 +0.9%
FRA
742
Frank Rimerman Advisors
California
$1.25M -$199K -909 -14%
TFF
743
The Family Firm
Maryland
$1.24M +$102K +444 +9%
PAM
744
Peak Asset Management
Colorado
$1.24M +$352K +1,611 +40%
TCPWM
745
Traverso Chambers Private Wealth Management
California
$1.24M -$63.2K -289 -5%
PMG
746
ProVise Management Group
Florida
$1.23M +$2.62K +12 +0.2%
BFG
747
Berger Financial Group
Minnesota
$1.23M +$58.8K +269 +5%
PCA
748
Pallas Capital Advisors
Massachusetts
$1.23M +$155K +651 +14%
FI
749
Financial Insights
Washington
$1.22M -$37.6K -172 -3%
BONH
750
Bank of New Hampshire
New Hampshire
$1.22M – – –
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30
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