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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 %
PFM
851
Parsec Financial Management
North Carolina
$839K +$839K +3,725 New
PWW
852
Pettyjohn Wood & White
Virginia
$837K -$10.8K -48 -1%
SWM
853
SigFig Wealth Management
California
$837K +$148K +658 +22%
TPA
854
Trivium Point Advisory
Connecticut
$832K +$138K +611 +20%
UBV
855
United Bank (Virginia)
Virginia
$830K – – –
ZCM
856
Ziegler Capital Management
Illinois
$825K -$51.1K -227 -6%
CAAS
857
Capital Asset Advisory Services
Michigan
$825K +$67.1K +298 +9%
RWA
858
River Wealth Advisors
Pennsylvania
$820K +$9.46K +42 +1%
CI
859
Chartist Inc
California
$815K +$9.69K +43 +1%
SAI
860
Systematic Alpha Investments
New Jersey
$813K – – –
WAM
861
WNY Asset Management
New York
$812K +$118K +529 +17%
FHC
862
First Horizon Corporation
Tennessee
$811K +$89.4K +397 +12%
BBNB
863
Baker Boyer National Bank
Washington
$811K +$811K +4,606 New
BCA
864
Bay Colony Advisors
Massachusetts
$807K -$7.43K -33 -0.9%
IC
865
Intersect Capital
California
$805K +$4.95K +22 +0.6%
MG
866
Mather Group
Illinois
$801K +$292K +1,296 +57%
BW
867
Bison Wealth
Georgia
$795K +$144K +1,087 +22%
PWM
868
Perigon Wealth Management
California
$793K -$450 -2 -0.1%
SAM
869
Secure Asset Management
Michigan
$793K +$58.6K +260 +8%
FB
870
Fulton Bank
Pennsylvania
$789K +$192K +854 +32%
RC
871
RegentAtlantic Capital
New Jersey
$788K +$66.5K +295 +9%
BFO
872
Biltmore Family Office
North Carolina
$785K – – –
ASW
873
Astoria Strategic Wealth
Texas
$783K -$871 -4 -0.1%
MFA
874
Mayflower Financial Advisors
Massachusetts
$770K +$19.6K +87 +3%
NWS
875
Newport Wealth Strategies
California
$768K -$18K -80 -2%
33 34
35
36 37