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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 %
PO
826
Private Ocean
California
$931K -$8.33K -37 -0.9%
LDB
827
Lee, Danner & Bass
Tennessee
$923K +$10.1K +45 +1%
EFG
828
Everhart Financial Group
Ohio
$921K +$15.5K +69 +2%
TC
829
TAP Consulting
Missouri
$918K -$514K -2,281 -36%
RHBC
830
R.H. Bluestein & Co
Michigan
$917K +$188K +835 +26%
SFG
831
Sovereign Financial Group
Connecticut
$915K – – –
CSPAM
832
Cary Street Partners Asset Management
Virginia
$915K +$4.28K +19 +0.5%
PAM
833
Peak Asset Management
Colorado
$915K +$443K +1,965 +94%
SEP
834
Southland Equity Partners
Missouri
$909K +$47.3K +210 +5%
AssetMark Inc
835
AssetMark Inc
California
$902K -$82.2K -365 -8%
LCM
836
Logan Capital Management
Pennsylvania
$900K – – –
VFA
837
Valeo Financial Advisors
Indiana
$897K -$225 -1 -0%
1SB
838
1ST Source Bank
Indiana
$886K +$9.01K +40 +1%
BAS
839
Brown Advisory Securities
Maryland
$874K +$166K +735 +23%
RC
840
Rinet Company
Massachusetts
$873K – – –
BCP
841
Berkeley Capital Partners
Georgia
$872K +$13.7K +61 +2%
CPSAC
842
Chas P. Smith & Associates (CPS)
Florida
$868K – – –
SFP
843
Strategic Financial Partners
Oregon
$867K +$73.9K +328 +9%
FFN
844
Focus Financial Network
Minnesota
$859K +$16.4K +73 +2%
MPCG
845
Matrix Private Capital Group
New York
$858K -$1.58K -7 -0.2%
NSIM
846
North Star Investment Management
Illinois
$855K +$105K +465 +14%
FLA
847
Financial Life Advisors
Texas
$850K -$46.2K -205 -5%
SEIA
848
Signature Estate & Investment Advisors
California
$847K -$16.4K -73 -2%
IRAG
849
Investment Research & Advisory Group
Georgia
$843K -$21.2K -94 -2%
NCM
850
Northwest Capital Management
Oregon
$840K +$840K +3,787 New
32 33
34
35 36