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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,357 hedge funds and large institutions have $25.4B invested in Vanguard Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 600 increasing their positions, 447 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,357
Holders Change
+76
Holders Change %
+5.93%
% of All Funds
23.9%
Holding in Top 10
165
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+9.27%
% of All Funds
2.91%
New
136
Increased
600
Reduced
447
Closed
49
Calls
$16.5M
Puts
$9.02M
Net Calls
+$7.45M
Net Calls Change
-$8.21M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$796M
2
Wells Fargo
Wells Fargo
California
+$92.8M
3
LPL Financial
LPL Financial
California
+$85.7M
4
HighTower Advisors
HighTower Advisors
Illinois
+$57.1M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$56.2M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$160M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$147M
3
ECM
ExodusPoint Capital Management
New York
-$77.9M
4
CIAS
CBIZ Investment Advisory Services
Ohio
-$65M
5
Ensign Peak Advisors
Ensign Peak Advisors
Utah
-$40M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWMU
826
Caliber Wealth Management (Utah)
Utah
$895K +$45K +210 +5%
PO
827
Private Ocean
California
$893K -$214 -1 -0%
BWA
828
Burt Wealth Advisors
Maryland
$892K – – –
CFA
829
CWS Financial Advisors
Michigan
$879K +$516K +2,411 +142%
Citadel Advisors
830
Citadel Advisors
Florida
$875K -$416K -1,941 -32%
WIA
831
World Investment Advisors
California
$872K +$55.2K +257 +7%
LDB
832
Lee, Danner & Bass
Tennessee
$868K – – –
CSPAM
833
Cary Street Partners Asset Management
Virginia
$865K +$8.77K +41 +1%
AFA
834
Atlanta Financial Associates
Georgia
$862K +$6.23K +32 +0.7%
EFG
835
Everhart Financial Group
Ohio
$860K +$50.7K +237 +6%
ACS
836
Archford Capital Strategies
Illinois
$854K +$26.9K +122 +3%
LCM
837
Logan Capital Management
Pennsylvania
$854K +$228K +1,065 +36%
VFA
838
Valeo Financial Advisors
Indiana
$853K -$54K -252 -6%
FLA
839
Financial Life Advisors
Texas
$852K -$49.7K -232 -6%
BWA
840
Beam Wealth Advisors
Louisiana
$842K +$59.5K +278 +8%
ZCM
841
Ziegler Capital Management
Illinois
$833K – – –
1SB
842
1ST Source Bank
Indiana
$833K +$125K +585 +18%
DACG
843
Donor Advised Charitable Giving
California
$830K +$88.7K +414 +12%
RC
844
Rinet Company
Massachusetts
$830K +$830K +3,875 New
BFA
845
Beacon Financial Advisory
Ohio
$829K +$12.2K +57 +1%
CPSAC
846
Chas P. Smith & Associates (CPS)
Florida
$825K – – –
SEIA
847
Signature Estate & Investment Advisors
California
$821K -$72.2K -337 -8%
IRAG
848
Investment Research & Advisory Group
Georgia
$821K +$28.3K +132 +4%
SEP
849
Southland Equity Partners
Missouri
$818K +$9.42K +44 +1%
MPCG
850
Matrix Private Capital Group
New York
$817K +$98.1K +458 +14%
32 33
34
35 36