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.

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
1
Creative Planning
Kansas
$501M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$309M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$549M
4
LPL Financial
4
LPL Financial
California
$646M
5
Bank of America
5
Bank of America
North Carolina
$5.56B

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$553M
2
CIAS
2
CBIZ Investment Advisory Services
Ohio
$65.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.29B
4
SFS
4
Sowell Financial Services
Arkansas
$4.45M
5
WL
5
WIT LLC
District of Columbia
$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSTAM
76
Wilbanks Smith & Thomas Asset Management
Virginia
$44.3M +$2.45M +10,884 +6%
RMDI
77
R.M. Davis Inc
Maine
$44.1M +$16.7M +73,926 +61%
Bessemer Group
78
Bessemer Group
New Jersey
$43.9M +$1.56M +6,945 +4%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$43.5M +$1.78M +7,899 +4%
MW
80
Marcum Wealth
Ohio
$40.7M -$837K -3,716 -2%
UCFA
81
United Capital Financial Advisors
Texas
$39.7M +$2.09M +9,294 +6%
NNP
82
Nachman Norwood & Parrott
South Carolina
$39.5M +$863K +3,833 +2%
GC
83
Garde Capital
Washington
$39M +$1.23M +5,472 +3%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$38.5M +$435K +1,931 +1%
TTWM
85
TCV Trust & Wealth Management
Virginia
$38M -$688K -3,053 -2%
PAI
86
Pittenger & Anderson Inc
Nebraska
$36.7M +$856K +3,800 +2%
HIMC
87
Heritage Investors Management Corp
Maryland
$36M -$156K -693 -0.4%
PIMG
88
Patriot Investment Management Group
Tennessee
$35.9M -$4.42M -19,614 -11%
Natixis Advisors
89
Natixis Advisors
Massachusetts
$35.4M +$2.09M +9,267 +6%
TFS
90
TrustCore Financial Services
Tennessee
$35.1M +$1.32M +5,861 +4%
AAS
91
Avantax Advisory Services
Texas
$35.1M +$2.92M +12,960 +9%
BFG
92
Bouchey Financial Group
New York
$34.8M +$516K +2,291 +2%
CFB
93
Cullen/Frost Bankers
Texas
$34.4M +$1.42M +6,288 +4%
FSWA
94
Financial Synergies Wealth Advisors
Texas
$33.2M -$530K -2,352 -2%
EH
95
Equitable Holdings
New York
$33.1M +$3.06M +13,599 +10%
AA
96
Aufman Associates
Pennsylvania
$32.4M -$1.68M -7,446 -5%
EIG
97
Ellenbecker Investment Group
Wisconsin
$32.2M +$1.63M +7,224 +5%
EWA
98
Evolution Wealth Advisors
Florida
$32M -$522K -2,315 -2%
Legacy Financial Group (Iowa)
99
Legacy Financial Group (Iowa)
Iowa
$31.2M +$2.72M +12,058 +10%
MG
100
MilWealth Group
Wisconsin
$30.7M +$281K +1,247 +0.9%
2 3
4
5 6