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Vanguard Small-Cap ETF
VB

1,612 hedge funds and large institutions have $29.6B invested in Vanguard Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 293 funds opening new positions, 692 increasing their positions, 411 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

426% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $3.05M

380% more first-time investments, than exits

New positions opened: 293 | Existing positions closed: 61

68% more repeat investments, than reductions

Existing positions increased: 692 | Existing positions reduced: 411

23% more funds holding in top 10

Funds holding in top 10: 151 → 185 (+34)

15% more funds holding

Funds holding: 1,403 → 1,612 (+209)

7% more capital invested

Capital invested by funds: $27.6B → $29.6B (+$2.06B)

0.91% more ownership

Funds ownership: 58.82% → 59.73% (+0.91%)

Holders
1,612
Holders Change
+209
Holders Change %
+14.9%
% of All Funds
24.81%
Holding in Top 10
185
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+22.52%
% of All Funds
2.85%
New
293
Increased
692
Reduced
411
Closed
61
Calls
$16.1M
Puts
$3.05M
Net Calls
+$13M
Net Calls Change
+$1.12M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$412M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$82.6M
3
CIAS
CBIZ Investment Advisory Services
Ohio
+$69.4M
4
CSIA
Charles Schwab Investment Advisory
California
+$64.2M
5
CTC
Central Trust Company
Missouri
+$51.2M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$93.8M
2
Franklin Resources
Franklin Resources
California
-$67.7M
3
MFM
MD Financial Management
Ontario, Canada
-$51.6M
4
TFA
Trinity Financial Advisors
Ohio
-$42.3M
5
PAG
Private Advisor Group
New Jersey
-$33.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
901
Aspire Wealth Management
Massachusetts
$1.08M +$1.09M +4,784 New
CCG
902
Cypress Capital Group
Florida
$1.08M +$1.09M +4,785 New
Millennium Management
903
Millennium Management
New York
$1.08M +$491K +2,159 +82%
TCWM
904
Total Clarity Wealth Management
Illinois
$1.08M -$1.37M -6,033 -56%
GJIC
905
Gamble Jones Investment Counsel
California
$1.08M -$79.5K -350 -7%
WWM
906
Windsor Wealth Management
Indiana
$1.07M +$396K +1,742 +59%
AWM
907
Axxcess Wealth Management
California
$1.07M +$1.08M +4,742 New
SNBOSD
908
Security National Bank of So Dak
Iowa
$1.06M – – –
SFG
909
Sovereign Financial Group
Connecticut
$1.06M +$164K +722 +18%
AAMC
910
Asset Allocation & Management Company
Illinois
$1.06M +$357K +1,573 +50%
SFA
911
Souders Financial Advisors
Ohio
$1.05M +$67.7K +298 +7%
WFS
912
Weitzel Financial Services
Iowa
$1.05M +$3.41K +15 +0.3%
FPCP
913
Fort Point Capital Partners
California
$1.04M +$30.2K +133 +3%
SFP
914
Strategic Financial Partners
Oregon
$1.03M +$34.8K +153 +3%
HWA
915
Heritage Wealth Advisors
Virginia
$1.03M – – –
DL
916
DOHJ LLC
Washington
$1.03M +$347K +1,525 +50%
WIP
917
WealthCare Investment Partners
Rhode Island
$1.03M +$1.03M +4,543 New
SWM
918
Soundmark Wealth Management
Washington
$1.03M +$11.1K +49 +1%
AAM
919
Aureus Asset Management
Massachusetts
$1.02M – – –
RM
920
Resource Management
Louisiana
$1.02M +$16.1K +71 +2%
CCMD
921
Cypress Capital Management (Delaware)
Delaware
$1.01M -$43.2K -190 -4%
AWA
922
Aaron Wealth Advisors
Illinois
$1.01M +$1.02M +4,469 New
BFA
923
Beacon Financial Advisory
Ohio
$1.01M -$42.3K -186 -4%
PIFP
924
Partners in Financial Planning
Virginia
$1.01M +$1.59K +7 +0.1%
SFS
925
Security Financial Services
Indiana
$1.01M +$1.01M +4,454 New
35 36
37
38 39

VB Hedge Fund Activity: Q4 2021 in Review

1,612 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q4 2021, worth a combined $29.6B — up 7.5% from $27.6B a quarter earlier.

Buyers outnumbered sellers: 293 funds opened new VB positions and 61 closed out — a net gain of 232 holders — while 692 added to existing stakes and 411 trimmed.

The largest buyer was Bank of America, adding an estimated $412M. The largest seller was Wells Fargo, cutting an estimated $93.8M.

  • 1,612 institutional investors held Vanguard Small-Cap ETF (VB) as of Q4 2021, up from 1,403 in Q3 2021.
  • Funds reported $29.6B of Vanguard Small-Cap ETF stock for Q4 2021, up 7.5% quarter-over-quarter.
  • 293 funds opened new Vanguard Small-Cap ETF positions in Q4 2021 and 61 closed out, a net change of +232 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q4 2021 was Bank of America, an estimated $412M added.
  • The largest Vanguard Small-Cap ETF seller in Q4 2021 was Wells Fargo, an estimated $93.8M sold.

Based on aggregated 13F filings for Q4 2021.