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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 %
HWA
801
Heritage Wealth Advisors
Virginia
$1.03M +$520K +2,308 +102%
OFG
802
Oxford Financial Group
Indiana
$1.02M +$225 +1 +0%
TFA
803
TPG Financial Advisors
Oregon
$1.02M -$153K -679 -13%
CIAS
804
Capital Investment Advisory Services
North Carolina
$1.02M -$9.24K -41 -0.9%
AAM
805
Aureus Asset Management
Massachusetts
$1.01M +$1.01M +4,500 New
SGCA
806
Steel Grove Capital Advisors
Tennessee
$1.01M +$19.6K +87 +2%
VFIC
807
Valley Forge Investment Consultants
Pennsylvania
$996K -$66.7K -296 -6%
PCA
808
Pallas Capital Advisors
Massachusetts
$995K +$995K +4,518 New
GJIC
809
Gamble Jones Investment Counsel
California
$990K -$22.5K -100 -2%
MA
810
MONECO Advisors
Connecticut
$989K -$178K -790 -15%
ACS
811
Archford Capital Strategies
Illinois
$981K +$109K +485 +13%
CIA
812
Compass Ion Advisors
Pennsylvania
$981K +$273K +1,214 +39%
SYBT
813
Stock Yards Bank & Trust
Kentucky
$978K -$41.9K -186 -4%
SFA
814
Souders Financial Advisors
Ohio
$974K +$974K +4,325 New
KFS
815
Kelly Financial Services
Massachusetts
$971K +$971K +218,622 +753,869%
BOM
816
Bank of Marin
California
$969K – – –
SDWMA
817
Schneider Downs Wealth Management Advisors
Pennsylvania
$962K -$22.1K -98 -2%
NGA
818
Naples Global Advisors
Florida
$962K -$11.3K -50 -1%
RCA
819
Rex Capital Advisors
Rhode Island
$958K – – –
XF
820
XML Financial
Maryland
$957K -$2.03K -9 -0.2%
BWA
821
Beam Wealth Advisors
Louisiana
$957K +$71.6K +318 +8%
TWP
822
Tempus Wealth Planning
California
$950K -$652K -2,892 -41%
CFAM
823
Center For Asset Management
Florida
$949K -$69.2K -307 -7%
BWA
824
Burt Wealth Advisors
Maryland
$939K – – –
LNWWM
825
Laird Norton Wetherby Wealth Management
California
$935K +$289K +1,282 +45%
31 32
33
34 35