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Vanguard Small-Cap ETF
VB

1,612 hedge funds and large institutions have $29.6B invested in Vanguard Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 293 funds opening new positions, 692 increasing their positions, 411 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

426% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $3.05M

380% more first-time investments, than exits

New positions opened: 293 | Existing positions closed: 61

68% more repeat investments, than reductions

Existing positions increased: 692 | Existing positions reduced: 411

23% more funds holding in top 10

Funds holding in top 10: 151 → 185 (+34)

15% more funds holding

Funds holding: 1,403 → 1,612 (+209)

7% more capital invested

Capital invested by funds: $27.6B → $29.6B (+$2.06B)

0.91% more ownership

Funds ownership: 58.82% → 59.73% (+0.91%)

Holders
1,612
Holders Change
+209
Holders Change %
+14.9%
% of All Funds
24.81%
Holding in Top 10
185
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+22.52%
% of All Funds
2.85%
New
293
Increased
692
Reduced
411
Closed
61
Calls
$16.1M
Puts
$3.05M
Net Calls
+$13M
Net Calls Change
+$1.12M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$412M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$82.6M
3
CIAS
CBIZ Investment Advisory Services
Ohio
+$69.4M
4
CSIA
Charles Schwab Investment Advisory
California
+$64.2M
5
CTC
Central Trust Company
Missouri
+$51.2M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$93.8M
2
Franklin Resources
Franklin Resources
California
-$67.7M
3
MFM
MD Financial Management
Ontario, Canada
-$51.6M
4
TFA
Trinity Financial Advisors
Ohio
-$42.3M
5
PAG
Private Advisor Group
New Jersey
-$33.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWG
826
Regal Wealth Group
California
$1.31M – – –
JCM
827
J2 Capital Management
Michigan
$1.3M +$1.31M +5,769 New
GC
828
Gibson Capital
Pennsylvania
$1.3M – – –
WB
829
WesBanco Bank
West Virginia
$1.3M -$6.18M -27,197 -83%
FBFS
830
First Business Financial Services
Wisconsin
$1.3M +$247K +1,089 +23%
PCM
831
Prelude Capital Management
New York
$1.3M +$1.3M +5,733 New
CWM
832
Circle Wealth Management
New Jersey
$1.29M – – –
FRA
833
Frank Rimerman Advisors
California
$1.29M – – –
TFCP
834
Twin Focus Capital Partners
Massachusetts
$1.29M -$62.5K -275 -5%
TCPWM
835
Traverso Chambers Private Wealth Management
California
$1.28M – – –
JFA
836
Johanson Financial Advisors
California
$1.28M -$41.4K -182 -3%
PWM
837
Perigon Wealth Management
California
$1.27M +$216K +950 +20%
CPP
838
Capasso Planning Partners
South Carolina
$1.26M +$1.27M +5,596 New
ACM
839
Armbruster Capital Management
New York
$1.26M +$784K +3,451 +161%
PMG
840
ProVise Management Group
Florida
$1.26M -$12.3K -54 -1%
CSIC
841
Clifford Swan Investment Counsel
California
$1.26M – – –
OA
842
Oxbow Advisors
Texas
$1.26M +$2.73K +12 +0.2%
RGF
843
Retirement Guys Formula
Ohio
$1.25M +$1.26M +5,545 New
SWM
844
SigFig Wealth Management
California
$1.25M +$162K +713 +15%
WTB
845
Washington Trust Bank
Washington
$1.25M +$9.54K +42 +0.8%
MSS
846
Mitchell Sinkler & Starr
Pennsylvania
$1.24M +$48.9K +215 +4%
TA
847
TFG Advisers
Michigan
$1.24M +$67.7K +298 +6%
FC
848
Ferris Capital
Massachusetts
$1.24M – – –
AIA
849
Avalon Investment & Advisory
Texas
$1.24M +$1.24M +5,473 New
BSB
850
Bangor Savings Bank
Maine
$1.23M – – –
32 33
34
35 36

VB Hedge Fund Activity: Q4 2021 in Review

1,612 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q4 2021, worth a combined $29.6B — up 7.5% from $27.6B a quarter earlier.

Buyers outnumbered sellers: 293 funds opened new VB positions and 61 closed out — a net gain of 232 holders — while 692 added to existing stakes and 411 trimmed.

The largest buyer was Bank of America, adding an estimated $412M. The largest seller was Wells Fargo, cutting an estimated $93.8M.

  • 1,612 institutional investors held Vanguard Small-Cap ETF (VB) as of Q4 2021, up from 1,403 in Q3 2021.
  • Funds reported $29.6B of Vanguard Small-Cap ETF stock for Q4 2021, up 7.5% quarter-over-quarter.
  • 293 funds opened new Vanguard Small-Cap ETF positions in Q4 2021 and 61 closed out, a net change of +232 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q4 2021 was Bank of America, an estimated $412M added.
  • The largest Vanguard Small-Cap ETF seller in Q4 2021 was Wells Fargo, an estimated $93.8M sold.

Based on aggregated 13F filings for Q4 2021.