VB icon

Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,607 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, 688 increasing their positions, 411 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,607
Holders Change
+210
Holders Change %
+15.03%
% of All Funds
24.82%
Holding in Top 10
182
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+22.97%
% of All Funds
2.81%
New
293
Increased
688
Reduced
411
Closed
60
Calls
$16.1M
Puts
$3.05M
Net Calls
+$13M
Net Calls Change
+$1.12M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$410M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$82.2M
3
CIAS
CBIZ Investment Advisory Services
Ohio
+$69M
4
CSIA
Charles Schwab Investment Advisory
California
+$63.9M
5
CTC
Central Trust Company
Missouri
+$51M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$93.3M
2
Franklin Resources
Franklin Resources
California
-$67.4M
3
MFM
MD Financial Management
Ontario, Canada
-$51.3M
4
TFA
Trinity Financial Advisors
Ohio
-$42.1M
5
PAG
Private Advisor Group
New Jersey
-$33M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWM
901
Total Clarity Wealth Management
Illinois
$1.08M -$1.36M -6,033 -56%
GJIC
902
Gamble Jones Investment Counsel
California
$1.08M -$79.1K -350 -7%
WWM
903
Windsor Wealth Management
Indiana
$1.08M +$397K +1,742 +59%
AWM
904
Axxcess Wealth Management
California
$1.07M +$1.07M +4,742 New
SNBOSD
905
Security National Bank of So Dak
Iowa
$1.06M – – –
SFG
906
Sovereign Financial Group
Connecticut
$1.06M +$163K +722 +18%
AAMC
907
Asset Allocation & Management Company
Illinois
$1.06M +$355K +1,573 +50%
SFA
908
Souders Financial Advisors
Ohio
$1.05M +$67.4K +298 +7%
WFS
909
Weitzel Financial Services
Iowa
$1.05M +$3.39K +15 +0.3%
FPCP
910
Fort Point Capital Partners
California
$1.04M +$30.1K +133 +3%
SFP
911
Strategic Financial Partners
Oregon
$1.04M +$34.6K +153 +3%
HWA
912
Heritage Wealth Advisors
Virginia
$1.03M – – –
DL
913
DOHJ LLC
Washington
$1.03M +$345K +1,525 +50%
WIP
914
WealthCare Investment Partners
Rhode Island
$1.03M +$1.03M +4,543 New
SWM
915
Soundmark Wealth Management
Washington
$1.03M +$11.1K +49 +1%
AAM
916
Aureus Asset Management
Massachusetts
$1.02M – – –
RM
917
Resource Management
Louisiana
$1.02M +$16.1K +71 +2%
CCMD
918
Cypress Capital Management (Delaware)
Delaware
$1.01M -$42.9K -190 -4%
AWA
919
Aaron Wealth Advisors
Illinois
$1.01M +$1.01M +4,469 New
BFA
920
Beacon Financial Advisory
Ohio
$1.01M -$42K -186 -4%
PIFP
921
Partners in Financial Planning
Virginia
$1.01M +$1.46K +7 +0.1%
SFS
922
Security Financial Services
Indiana
$1.01M +$1.01M +4,454 New
SSWM
923
Smith Salley Wealth Management
North Carolina
$1.01M -$1.41M -6,238 -58%
VFIC
924
Valley Forge Investment Consultants
Pennsylvania
$1M +$2.04K +9 +0.2%
MMPW
925
Mitchell McLeod Pugh & Williams
Alabama
$1M +$218K +966 +28%
35 36
37
38 39