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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 %
QAM
951
QCI Asset Management
New York
$579K -$17.1K -78 -3%
IIC
952
Integrated Investment Consultants
Michigan
$577K -$4.59K -21 -0.8%
SWM
953
SeaCrest Wealth Management
New York
$577K +$101K +460 +21%
ERWM
954
Elk River Wealth Management
Colorado
$575K – – –
Millennium Management
955
Millennium Management
New York
$572K -$611K -2,798 -52%
OSAM
956
O'Shaughnessy Asset Management
Connecticut
$571K – – –
IA
957
Insight Advisors
Pennsylvania
$570K -$31.7K -134 -5%
IFG
958
Investors Financial Group
Minnesota
$569K -$219 -1 -0%
AF
959
Affiance Financial
Minnesota
$569K – – –
BHIA
960
Birch Hill Investment Advisors
Massachusetts
$569K +$569K +2,602 New
MWM
961
Modera Wealth Management
New Jersey
$567K -$100K -458 -15%
ECM
962
Exchange Capital Management
Michigan
$567K – – –
CPO
963
Cerity Partners OCIO
New York
$567K +$12.9K +59 +2%
SVWAG
964
Sound View Wealth Advisors Group
Georgia
$563K +$38.7K +177 +7%
FNB
965
Farmers National Bank
Kentucky
$562K +$562K +2,885 New
PWP
966
Personal Wealth Partners
Minnesota
$557K +$14.6K +67 +3%
PL
967
Plancorp LLC
Missouri
$557K +$24.3K +111 +5%
CCA
968
Conservest Capital Advisors
Pennsylvania
$555K +$874 +4 +0.2%
BFM
969
Boothbay Fund Management
New York
$553K +$553K +2,527 New
JEST
970
JTC Employer Solutions Trustee
Jersey
$552K – – –
BCA
971
Biltmore Capital Advisors
New Jersey
$551K -$11.6K -53 -2%
3LCM
972
3D/L Capital Management
Connecticut
$549K +$27.5K +126 +5%
RWM
973
Ritholtz Wealth Management
New York
$548K +$12.7K +58 +2%
KA
974
Kovack Advisors
Florida
$548K +$27.1K +124 +5%
SAM
975
SignalPoint Asset Management
Missouri
$541K -$1.75K -8 -0.3%
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