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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,607 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, 688 increasing their positions, 411 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,607
Holders Change
+210
Holders Change %
+15.03%
% of All Funds
24.82%
Holding in Top 10
182
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+22.97%
% of All Funds
2.81%
New
293
Increased
688
Reduced
411
Closed
60
Calls
$16.1M
Puts
$3.05M
Net Calls
+$13M
Net Calls Change
+$1.12M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$410M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$82.2M
3
CIAS
CBIZ Investment Advisory Services
Ohio
+$69M
4
CSIA
Charles Schwab Investment Advisory
California
+$63.9M
5
CTC
Central Trust Company
Missouri
+$51M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$93.3M
2
Franklin Resources
Franklin Resources
California
-$67.4M
3
MFM
MD Financial Management
Ontario, Canada
-$51.3M
4
TFA
Trinity Financial Advisors
Ohio
-$42.1M
5
PAG
Private Advisor Group
New Jersey
-$33M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
826
WesBanco Bank
West Virginia
$1.3M -$6.15M -27,197 -83%
FBFS
827
First Business Financial Services
Wisconsin
$1.3M +$246K +1,089 +23%
PCM
828
Prelude Capital Management
New York
$1.3M +$1.3M +5,733 New
CWM
829
Circle Wealth Management
New Jersey
$1.3M – – –
FRA
830
Frank Rimerman Advisors
California
$1.29M – – –
TFCP
831
Twin Focus Capital Partners
Massachusetts
$1.29M -$62.2K -275 -5%
TCPWM
832
Traverso Chambers Private Wealth Management
California
$1.28M – – –
JFA
833
Johanson Financial Advisors
California
$1.28M -$41.1K -182 -3%
PWM
834
Perigon Wealth Management
California
$1.27M +$215K +950 +20%
CPP
835
Capasso Planning Partners
South Carolina
$1.27M +$1.27M +5,596 New
ACM
836
Armbruster Capital Management
New York
$1.26M +$780K +3,451 +161%
PMG
837
ProVise Management Group
Florida
$1.26M -$12.2K -54 -1%
CSIC
838
Clifford Swan Investment Counsel
California
$1.26M – – –
OA
839
Oxbow Advisors
Texas
$1.26M +$2.71K +12 +0.2%
RGF
840
Retirement Guys Formula
Ohio
$1.25M +$1.25M +5,545 New
SWM
841
SigFig Wealth Management
California
$1.25M +$161K +713 +15%
WTB
842
Washington Trust Bank
Washington
$1.25M +$9.49K +42 +0.8%
MSS
843
Mitchell Sinkler & Starr
Pennsylvania
$1.24M +$48.6K +215 +4%
TA
844
TFG Advisers
Michigan
$1.24M +$67.4K +298 +6%
FC
845
Ferris Capital
Massachusetts
$1.24M – – –
AIA
846
Avalon Investment & Advisory
Texas
$1.24M +$1.24M +5,473 New
BSB
847
Bangor Savings Bank
Maine
$1.23M – – –
FI
848
Financial Insights
Washington
$1.23M -$35.9K -159 -3%
PC
849
Permanens Capital
New York
$1.23M – – –
TFF
850
The Family Firm
Maryland
$1.23M +$5.87K +26 +0.5%
32 33
34
35 36