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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.

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
1
Bank of New York Mellon
New York
$790M
2
Wells Fargo
2
Wells Fargo
California
$1.06B
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.59B
4
CSIA
4
Charles Schwab Investment Advisory
California
$383M
5
Franklin Resources
5
Franklin Resources
California
$68.2M

Top Sellers

1
WFS
1
Weitzel Financial Services
Iowa
$1.02M
2
Bank of America
2
Bank of America
North Carolina
$5.3B
3
Creative Planning
3
Creative Planning
Kansas
$390M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$68.2M
5
CIAS
5
CBIZ Investment Advisory Services
Ohio
$65.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
76
Trinity Financial Advisors
Ohio
$45.8M -$1.53M -7,172 -3%
Bessemer Group
77
Bessemer Group
New Jersey
$44.8M +$2.26M +10,338 +5%
WSTAM
78
Wilbanks Smith & Thomas Asset Management
Virginia
$44.5M +$1.56M +7,135 +4%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$42.4M +$210K +961 +0.5%
Comerica Bank
80
Comerica Bank
Texas
$41.2M +$20.4M +91,629 +98%
GC
81
Garde Capital
Washington
$40.1M +$2.24M +10,260 +6%
UCFA
82
United Capital Financial Advisors
Texas
$38.9M +$366K +1,675 +1%
MW
83
Marcum Wealth
Ohio
$38.9M -$652K -2,982 -2%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$38M +$564K +2,577 +2%
PAI
85
Pittenger & Anderson Inc
Nebraska
$37.4M +$1.86M +8,493 +5%
TTWM
86
TCV Trust & Wealth Management
Virginia
$37.1M +$259K +1,183 +0.7%
Natixis Advisors
87
Natixis Advisors
Massachusetts
$36.6M +$2.25M +10,277 +7%
TFS
88
TrustCore Financial Services
Tennessee
$36.3M +$2.18M +9,965 +6%
AAS
89
Avantax Advisory Services
Texas
$35.3M +$1.21M +5,556 +4%
CFB
90
Cullen/Frost Bankers
Texas
$35.1M +$1.73M +7,910 +5%
HIMC
91
Heritage Investors Management Corp
Maryland
$35.1M +$83.4K +381 +0.2%
AllianceBernstein
92
AllianceBernstein
Tennessee
$34.5M +$7.98M +36,489 +30%
JFGLC
93
Johnson Financial Group LLC (Colorado)
Colorado
$34.4M +$5.83M +26,681 +20%
BFG
94
Bouchey Financial Group
New York
$34.4M +$533K +2,438 +2%
EH
95
Equitable Holdings
New York
$34M +$1.9M +8,690 +6%
EIG
96
Ellenbecker Investment Group
Wisconsin
$34M +$2.76M +12,614 +9%
MG
97
MilWealth Group
Wisconsin
$33.1M +$3.26M +14,920 +11%
Legacy Financial Group (Iowa)
98
Legacy Financial Group (Iowa)
Iowa
$31.6M +$1.36M +6,225 +5%
AA
99
Aufman Associates
Pennsylvania
$31.1M -$375K -1,714 -1%
CFG
100
Citizens Financial Group
Rhode Island
$30.9M +$20.2M +92,176 +187%
2 3
4
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