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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 %
SWM
901
Segment Wealth Management
Texas
$695K +$1.13K +5 +0.2%
WP
902
WMS Partners
Maryland
$693K +$693K +3,076 New
LA
903
LexAurum Advisors
Kansas
$689K +$16.4K +73 +2%
TNB
904
Thomasville National Bank
Georgia
$687K -$89.4K -397 -12%
MWM
905
Modera Wealth Management
New Jersey
$687K +$96.2K +427 +16%
SWA
906
Sax Wealth Advisors
New Jersey
$673K -$20.3K -90 -3%
BA
907
Bridgewater Advisors
New York
$667K -$4.73K -21 -0.7%
ACP
908
Ashfield Capital Partners
California
$661K -$22.5K -100 -3%
JSL
909
JT Stratford LLC
Georgia
$661K +$14.9K +66 +2%
CFD
910
Creative Financial Designs
Indiana
$659K -$431K -1,913 -40%
GSWM
911
Golden State Wealth Management
California
$659K -$94.9K -421 -13%
MFG
912
Merit Financial Group
Georgia
$658K +$13.5K +60 +2%
MIG
913
McGuire Investment Group
Rhode Island
$655K -$4.5K -20 -0.7%
NG
914
Northstar Group
New York
$655K +$11.3K +50 +2%
ACA
915
Aptus Capital Advisors
Alabama
$655K +$458K +2,033 +232%
BP
916
BBR Partners
New York
$644K +$450 +2 +0.1%
OPCM
917
Osborne Partners Capital Management
California
$643K +$364K +1,614 +130%
CCA
918
Cadent Capital Advisors
Oklahoma
$642K +$260K +1,156 +68%
RSS
919
Rosenblum Silverman Sutton
California
$639K +$16K +71 +3%
SL
920
Systelligence LLC
Minnesota
$638K +$171K +759 +37%
MIA
921
MainStreet Investment Advisors
Illinois
$637K -$9.01K -40 -1%
MPWT
922
MassMutual Private Wealth & Trust
Connecticut
$637K -$9.01K -40 -1%
AMCA
923
Arthur M. Cohen & Associates
Illinois
$637K +$22.9K +105 +4%
KCM
924
Kendall Capital Management
Maryland
$636K +$6.08K +27 +1%
TC
925
TownSquare Capital
Utah
$631K -$466K -2,083 -42%
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37
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