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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 %
MCWS
801
McKinley Carter Wealth Services
West Virginia
$1.05M -$43.5K -199 -4%
SG
802
Somerset Group
Minnesota
$1.04M +$8.53K +39 +0.8%
CCWA
803
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.04M -$219K -1,001 -17%
SDWMA
804
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.04M +$106K +484 +11%
NCM
805
Northwest Capital Management
Oregon
$1.04M +$166K +723 +19%
FA
806
Forefront Analytics
Pennsylvania
$1.04M +$2.41K +11 +0.2%
BFS
807
Bradley Foster & Sargent
Connecticut
$1.03M -$4.59K -21 -0.4%
SNBOSD
808
Security National Bank of So Dak
Iowa
$1.03M +$608K +2,781 +145%
BIA
809
Bell Investment Advisors
California
$1.03M +$1.03M +4,696 New
WFS
810
Weitzel Financial Services
Iowa
$1.02M -$223M -1,004,696 -100%
PWM
811
Perigon Wealth Management
California
$1.02M +$252K +1,151 +33%
BFA
812
Beacon Financial Advisory
Ohio
$1.02M -$2.41K -11 -0.2%
FBFS
813
First Business Financial Services
Wisconsin
$1.02M – – –
SGCA
814
Steel Grove Capital Advisors
Tennessee
$1.01M +$35.7K +163 +4%
CIAS
815
Capital Investment Advisory Services
North Carolina
$1.01M +$24.7K +113 +3%
TFA
816
TPG Financial Advisors
Oregon
$1.01M +$19K +87 +2%
ACS
817
Archford Capital Strategies
Illinois
$1M +$48.1K +220 +5%
RA
818
Rodgers & Associates
Pennsylvania
$999K +$219 +1 +0%
HWA
819
Heritage Wealth Advisors
Virginia
$997K – – –
AAM
820
Aureus Asset Management
Massachusetts
$984K – – –
SWM
821
Soundmark Wealth Management
Washington
$982K -$21.7K -99 -2%
SYBT
822
Stock Yards Bank & Trust
Kentucky
$981K +$32.6K +149 +3%
FPCP
823
Fort Point Capital Partners
California
$980K -$671K -3,070 -41%
SL
824
Systelligence LLC
Minnesota
$975K +$356K +1,626 +57%
VFIC
825
Valley Forge Investment Consultants
Pennsylvania
$968K +$1.09K +5 +0.1%
31 32
33
34 35