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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 %
SFP
826
Strategic Financial Partners
Oregon
$968K +$127K +581 +15%
RM
827
Resource Management
Louisiana
$968K +$242K +1,106 +33%
SFA
828
Souders Financial Advisors
Ohio
$948K +$2.62K +12 +0.3%
BOM
829
Bank of Marin
California
$940K – – –
BWA
830
Burt Wealth Advisors
Maryland
$935K +$23.4K +107 +3%
RCA
831
Rex Capital Advisors
Rhode Island
$930K – – –
LNWWM
832
Laird Norton Wetherby Wealth Management
California
$929K +$22.1K +101 +2%
XF
833
XML Financial
Maryland
$925K -$4.59K -21 -0.5%
CFAM
834
Center For Asset Management
Florida
$913K -$7.87K -36 -0.9%
Chevy Chase Trust
835
Chevy Chase Trust
Maryland
$912K -$104K -475 -10%
MWA
836
MFA Wealth Advisors
Pennsylvania
$908K -$127K -578 -12%
BAS
837
Brown Advisory Securities
Maryland
$907K +$58K +265 +7%
PO
838
Private Ocean
California
$904K – – –
LDB
839
Lee, Danner & Bass
Tennessee
$901K +$5.25K +24 +0.6%
TC
840
TAP Consulting
Missouri
$896K +$4.16K +19 +0.5%
SEP
841
Southland Equity Partners
Missouri
$893K +$11.4K +52 +1%
EFG
842
Everhart Financial Group
Ohio
$891K -$3.06K -14 -0.3%
NGA
843
Naples Global Advisors
Florida
$890K -$43.7K -200 -5%
PFM
844
Parsec Financial Management
North Carolina
$889K – – –
FIA
845
Foundations Investment Advisors
Arizona
$885K +$885K +4,007 New
LCM
846
Logan Capital Management
Pennsylvania
$877K +$3.29K +15 +0.4%
WAM
847
WNY Asset Management
New York
$873K +$81.5K +374 +10%
SFG
848
Sovereign Financial Group
Connecticut
$870K -$64.5K -295 -7%
BCP
849
Berkeley Capital Partners
Georgia
$869K +$23.2K +106 +3%
1SB
850
1ST Source Bank
Indiana
$856K -$3.71K -17 -0.4%
32 33
34
35 36