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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 %
MG
876
Mather Group
Illinois
$778K +$1.09K +5 +0.1%
CI
877
Chartist Inc
California
$777K -$13.3K -61 -2%
IC
878
Intersect Capital
California
$777K -$4.81K -22 -0.6%
MFA
879
Mayflower Financial Advisors
Massachusetts
$771K -$7.97K -35 -1%
SEIA
880
Signature Estate & Investment Advisors
California
$763K -$59.5K -272 -7%
BFO
881
Biltmore Family Office
North Carolina
$762K – – –
MMPW
882
Mitchell McLeod Pugh & Williams
Alabama
$756K +$179K +819 +31%
NAM
883
NorthCoast Asset Management
Connecticut
$753K +$26.7K +122 +4%
DI
884
DFPG Investments
Utah
$752K – – –
CFD
885
Creative Financial Designs
Indiana
$750K +$110K +504 +17%
CCA
886
Cadent Capital Advisors
Oklahoma
$750K +$127K +580 +20%
RA
887
RFG Advisory
Alabama
$744K +$375K +1,714 +101%
AC
888
Abbrea Capital
California
$743K +$27.3K +125 +4%
SWM
889
Stockman Wealth Management
Montana
$736K – – –
CGPCS
890
Capital Group Private Client Services
California
$733K +$733K +3,351 New
RC
891
RegentAtlantic Capital
New Jersey
$732K -$32.3K -148 -4%
FPTW
892
Franklin, Parlapiano, Turner & Welch
Texas
$731K – – –
NWS
893
Newport Wealth Strategies
California
$726K -$19.7K -90 -3%
DI
894
Disciplined Investments
Oklahoma
$720K +$7K +32 +1%
GG
895
Gofen & Glossberg
Illinois
$719K – – –
OIA
896
Optimum Investment Advisors
Illinois
$719K +$25.2K +115 +4%
FA
897
Fermata Advisors
California
$717K -$1.26M -5,748 -64%
SFG
898
StrategIQ Financial Group
Indiana
$711K +$4.15K +19 +0.6%
CIA
899
Capital Investment Advisors
Georgia
$711K +$14.9K +68 +2%
TC
900
TownSquare Capital
Utah
$710K +$92.6K +423 +15%
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36
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