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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 %
ATIA
901
American Trust Investment Advisors
New Hampshire
$708K +$10.9K +50 +2%
BA
902
Bridgewater Advisors
New York
$706K +$58.4K +267 +9%
AFG
903
Allegheny Financial Group
Pennsylvania
$705K +$8.09K +37 +1%
RTS
904
Round Table Services
New Jersey
$704K +$14.4K +66 +2%
LNWTC
905
Laird Norton Wetherby Trust Company
Washington
$700K – – –
HIA
906
Harbor Investment Advisory
Maryland
$694K +$184K +843 +36%
DL
907
DOHJ LLC
Washington
$693K +$693K +3,021 New
LA
908
LexAurum Advisors
Kansas
$688K +$19.5K +89 +3%
BFC
909
Bedel Financial Consulting
Indiana
$686K +$1.75K +8 +0.3%
AAMC
910
Asset Allocation & Management Company
Illinois
$684K -$1.6M -7,325 -70%
JSL
911
JT Stratford LLC
Georgia
$684K +$42K +192 +7%
CAL
912
Capital Advisors Ltd
Ohio
$682K – – –
KCM
913
Kendall Capital Management
Maryland
$679K +$61.7K +282 +10%
SWM
914
Segment Wealth Management
Texas
$676K +$875 +4 +0.1%
WP
915
WMS Partners
Maryland
$673K – – –
GWM
916
Geneos Wealth Management
Colorado
$670K -$22K -99 -3%
TNB
917
Thomasville National Bank
Georgia
$667K – – –
LFF
918
Level Four Financial
Texas
$663K +$148K +675 +29%
WWM
919
Windsor Wealth Management
Indiana
$660K +$118K +533 +22%
QCM
920
Quest Capital Management
Texas
$659K +$192K +878 +41%
LC
921
Lindbrook Capital
California
$656K +$48.1K +220 +8%
SWA
922
Sax Wealth Advisors
New Jersey
$654K – – –
MIG
923
McGuire Investment Group
Rhode Island
$654K +$17.5K +80 +3%
RWMH
924
Riverpoint Wealth Management Holdings
Illinois
$653K -$1.3M -5,951 -67%
MFW
925
Meristem Family Wealth
Minnesota
$648K +$374K +1,709 +136%
35 36
37
38 39