VB icon

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 %
AL
751
ACAS LLC
California
$1.22M +$103K +473 +9%
GIM
752
Goelzer Investment Management
Indiana
$1.22M – – –
OA
753
Oxbow Advisors
Texas
$1.22M +$3.94K +18 +0.3%
SS
754
Simplicity Solutions
Minnesota
$1.21M +$132K +604 +12%
MFW
755
Mosaic Family Wealth
Missouri
$1.21M +$656 +3 +0.1%
WTB
756
Washington Trust Bank
Washington
$1.2M – – –
SNBOSCI
757
Security National Bank of Sioux City Iowa
Iowa
$1.2M +$176K +804 +17%
BSB
758
Bangor Savings Bank
Maine
$1.19M -$95.3K -436 -7%
PC
759
Permanens Capital
New York
$1.19M -$3.94K -18 -0.3%
SCA
760
Stillwater Capital Advisors
Pennsylvania
$1.18M -$20.8K -95 -2%
GTAM
761
Global Trust Asset Management
Florida
$1.18M +$1.05M +4,816 +811%
BIP
762
Blueprint Investment Partners
North Carolina
$1.18M +$1.18M +5,407 New
WFA
763
Websterrogers Financial Advisors
South Carolina
$1.18M -$33.9K -155 -3%
CTA
764
Colonial Trust Advisors
South Carolina
$1.18M +$145K +661 +14%
GW
765
GW & Wade
Massachusetts
$1.17M -$1.39M -6,337 -54%
KF
766
Krilogy Financial
Missouri
$1.17M +$87.9K +402 +8%
MSS
767
Mitchell Sinkler & Starr
Pennsylvania
$1.16M +$14.2K +65 +1%
BFIM
768
Beese Fulmer Investment Management
Ohio
$1.14M +$29.3K +134 +3%
LWAC
769
Laurel Wealth Advisors (California)
California
$1.14M -$10.1M -46,291 -90%
FI
770
FIDELIS iM
Oregon
$1.14M +$1.14M +5,200 New
TA
771
TFG Advisers
Michigan
$1.14M +$14.9K +68 +1%
PA
772
Probity Advisors
Texas
$1.13M – – –
RW
773
REDW Wealth
New Mexico
$1.13M -$65.2K -298 -5%
VFG
774
V2 Financial group
Illinois
$1.12M – – –
GJIC
775
Gamble Jones Investment Counsel
California
$1.12M +$156K +715 +16%
29 30
31
32 33