VB icon

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 %
GP
926
Girard Partners
Pennsylvania
$631K -$11.7K -52 -2%
IIC
927
Ironwood Investment Counsel
Arizona
$629K +$245K +623 +64%
LC
928
Lindbrook Capital
California
$626K – – –
GLLW
929
Graves Light Lenhart Wealth
Virginia
$624K – – –
ACM
930
Armbruster Capital Management
New York
$621K +$138K +614 +29%
SIA
931
Soltis Investment Advisors
Utah
$619K -$25.9K -115 -4%
QAM
932
QCI Asset Management
New York
$614K -$186K -825 -23%
BMCM
933
Bryn Mawr Capital Management
Pennsylvania
$604K – – –
MCG
934
McCollum Christoferson Group
New York
$600K +$13.5K +60 +2%
IIC
935
Integrated Investment Consultants
Michigan
$599K +$8.11K +36 +1%
MP
936
McDonald Partners
Ohio
$598K -$8.11K -36 -1%
MMPW
937
Mitchell McLeod Pugh & Williams
Alabama
$595K +$30.9K +137 +5%
ERWM
938
Elk River Wealth Management
Colorado
$592K +$1.35K +6 +0.2%
CBT
939
Capital Bank & Trust
California
$590K -$113K -501 -16%
OSAM
940
O'Shaughnessy Asset Management
Connecticut
$589K – – –
AF
941
Affiance Financial
Minnesota
$586K – – –
IFG
942
Investors Financial Group
Minnesota
$586K +$102K +453 +21%
ECM
943
Exchange Capital Management
Michigan
$584K – – –
BFA
944
Beaumont Financial Advisors
Massachusetts
$583K +$118K +524 +25%
PFGIA
945
Patriot Financial Group Insurance Agency
Massachusetts
$581K +$7.89K +35 +1%
BCI
946
Brinker Capital Investments
Pennsylvania
$580K -$24.5K -109 -4%
BCA
947
Biltmore Capital Advisors
New Jersey
$579K +$60.6K +269 +12%
TCOV
948
Trust Company of Vermont
Vermont
$577K -$188K -833 -25%
PCM
949
Pennsylvania Capital Management
Pennsylvania
$577K +$2.25K +10 +0.4%
DWMG
950
DB Wealth Management Group
California
$572K +$136K +604 +31%
36 37
38
39 40