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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 %
BWA
851
Beam Wealth Advisors
Louisiana
$847K -$81.7K -374 -9%
RC
852
Rinet Company
Massachusetts
$847K – – –
CPSAC
853
Chas P. Smith & Associates (CPS)
Florida
$843K – – –
MPCG
854
Matrix Private Capital Group
New York
$843K +$10.1K +46 +1%
IRAG
855
Investment Research & Advisory Group
Georgia
$840K +$15.2K +69 +2%
VPIM
856
Vanguard Personalized Indexing Management
California
$839K +$839K +3,835 New
SWPG
857
Strategic Wealth Partners Group
Illinois
$839K +$839K +3,837 New
SAI
858
Systematic Alpha Investments
New Jersey
$836K – – –
BW
859
Bison Wealth
Georgia
$826K -$489K -2,239 -37%
AssetMark Inc
860
AssetMark Inc
California
$826K -$49.2K -225 -6%
ZB
861
Zions Bancorporation
Utah
$826K +$123K +560 +17%
TPA
862
Trivium Point Advisory
Connecticut
$824K -$1.34K -6 -0.2%
ACP
863
Ashfield Capital Partners
California
$822K +$181K +826 +28%
FLA
864
Financial Life Advisors
Texas
$821K -$4.15K -19 -0.5%
GA
865
Geller Advisors
New York
$818K +$381K +1,742 +87%
PWW
866
Pettyjohn Wood & White
Virginia
$813K +$219 +1 +0%
SFI
867
SPC Financial Inc
Maryland
$812K -$16.4M -75,007 -95%
SBH
868
Segall Bryant & Hamill
Illinois
$808K +$323K +1,482 +67%
BCA
869
Bay Colony Advisors
Massachusetts
$806K +$22.9K +105 +3%
NSIM
870
North Star Investment Management
Illinois
$802K -$28.4K -130 -3%
UBV
871
United Bank (Virginia)
Virginia
$797K -$8.3K -38 -1%
SWP
872
Strategic Wealth Partners
Ohio
$796K +$88.3K +404 +12%
RWA
873
River Wealth Advisors
Pennsylvania
$791K -$4.81K -22 -0.6%
ASW
874
Astoria Strategic Wealth
Texas
$786K – – –
CAAS
875
Capital Asset Advisory Services
Michigan
$779K -$22.1K -101 -3%
33 34
35
36 37