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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,384 hedge funds and large institutions have $27.6B invested in Vanguard Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 665 increasing their positions, 403 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
+27
Holders Change %
+1.99%
% of All Funds
24.16%
Holding in Top 10
156
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.45%
% of All Funds
2.72%
New
111
Increased
665
Reduced
403
Closed
61
Calls
$10.7M
Puts
$4.12M
Net Calls
+$6.6M
Net Calls Change
-$855K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$185M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$123M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$118M
4
LPL Financial
LPL Financial
California
+$76.3M
5
Bank of America
Bank of America
North Carolina
+$67.7M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$64.9M
2
CIAS
CBIZ Investment Advisory Services
Ohio
-$63.7M
3
Morgan Stanley
Morgan Stanley
New York
-$53.2M
4
SFS
Sowell Financial Services
Arkansas
-$28.9M
5
WL
WIT LLC
District of Columbia
-$28.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KF
776
Krilogy Financial
Missouri
$1.11M +$116K +516 +12%
LWM
777
Lyell Wealth Management
California
$1.11M +$73.2K +325 +7%
SWA
778
Stratos Wealth Advisors
Ohio
$1.1M +$626K +2,777 +132%
DFA
779
Delta Financial Advisors
Louisiana
$1.1M +$10.1K +45 +0.9%
WF
780
Welch & Forbes
Massachusetts
$1.1M – – –
PIFP
781
Partners in Financial Planning
Virginia
$1.08M +$1.08M +4,806 New
SIC
782
Sigma Investment Counselors
Michigan
$1.08M – – –
DSA
783
Droms Strauss Advisors
Missouri
$1.08M +$21.5K +95 +2%
TP
784
Tranquility Partners
Tennessee
$1.08M +$42.6K +189 +4%
BFS
785
Bradley Foster & Sargent
Connecticut
$1.07M +$18K +80 +2%
SG
786
Somerset Group
Minnesota
$1.07M +$6.76K +30 +0.6%
FA
787
Forefront Analytics
Pennsylvania
$1.07M +$2.7K +12 +0.3%
RFN
788
RDA Financial Network
Iowa
$1.06M -$18K -80 -2%
MWA
789
MFA Wealth Advisors
Pennsylvania
$1.06M -$4.96K -22 -0.5%
CTA
790
Colonial Trust Advisors
South Carolina
$1.06M +$214K +949 +25%
PIA
791
Pinion Investment Advisors
Kansas
$1.06M +$96.4K +428 +10%
SNBOSCI
792
Security National Bank of Sioux City Iowa
Iowa
$1.05M +$624K +2,769 +145%
CCMD
793
Cypress Capital Management (Delaware)
Delaware
$1.05M -$49.6K -220 -5%
DACG
794
Donor Advised Charitable Giving
California
$1.05M +$177K +786 +20%
BFA
795
Beacon Financial Advisory
Ohio
$1.05M +$177K +787 +20%
Neuberger Berman Group
796
Neuberger Berman Group
New York
$1.05M -$11K -49 -1%
FBFS
797
First Business Financial Services
Wisconsin
$1.05M +$241K +1,070 +30%
Chevy Chase Trust
798
Chevy Chase Trust
Maryland
$1.05M -$58.1K -258 -5%
SWM
799
Soundmark Wealth Management
Washington
$1.03M +$59.7K +265 +6%
RA
800
Rodgers & Associates
Pennsylvania
$1.03M +$15.1K +67 +1%
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