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 %
SWM
951
SeaCrest Wealth Management
New York
$917K +$320K +1,417 +54%
NGA
952
Naples Global Advisors
Florida
$914K -$5.65K -25 -0.6%
OL
953
Optas LLC
Texas
$909K +$909K +4,021 New
CAAS
954
Capital Asset Advisory Services
Michigan
$908K +$103K +457 +13%
SEP
955
Southland Equity Partners
Missouri
$905K -$17.9K -79 -2%
TCOV
956
Trust Company of Vermont
Vermont
$905K +$287K +1,270 +46%
SOAG
957
Silver Oak Advisory Group
Oregon
$902K +$902K +3,990 New
HWM
958
Hohimer Wealth Management
Washington
$897K +$897K +3,969 New
BCP
959
Berkeley Capital Partners
Georgia
$895K -$3.39K -15 -0.4%
LCM
960
Logan Capital Management
Pennsylvania
$886K -$22.9K -101 -3%
1SB
961
1ST Source Bank
Indiana
$885K – – –
Chevy Chase Trust
962
Chevy Chase Trust
Maryland
$875K -$66.9K -296 -7%
CPSAC
963
Chas P. Smith & Associates (CPS)
Florida
$871K – – –
SWPG
964
Strategic Wealth Partners Group
Illinois
$870K +$2.49K +11 +0.3%
AssetMark Inc
965
AssetMark Inc
California
$870K +$16.3K +72 +2%
CA
966
CGN Advisors
Kansas
$866K -$1.17M -5,158 -57%
LA
967
LexAurum Advisors
Kansas
$864K +$153K +675 +21%
BCA
968
Biltmore Capital Advisors
New Jersey
$855K +$286K +1,266 +50%
RCG
969
Regatta Capital Group
California
$854K +$854K +3,779 New
BCA
970
Bay Colony Advisors
Massachusetts
$853K +$19.4K +86 +2%
ACP
971
Ashfield Capital Partners
California
$850K – – –
FLA
972
Financial Life Advisors
Texas
$849K – – –
KSWA
973
Kathleen S. Wright Associates
Pennsylvania
$848K +$848K +3,750 New
SF
974
SBK Financial
Virginia
$846K +$846K +3,744 New
PFM
975
Parsec Financial Management
North Carolina
$842K – – –
37 38
39
40 41