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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 %
BWM
976
Birchcreek Wealth Management
Ohio
$536K -$9.85K -45 -2%
BB
977
Bell Bank
North Dakota
$529K – – –
WCWM
978
Willow Creek Wealth Management
California
$528K -$23.6K -108 -4%
TW
979
TrinityPoint Wealth
Connecticut
$527K +$219 +1 +0%
FRA
980
Front Row Advisors
California
$524K – – –
KL
981
KWMG LLC
Kansas
$523K -$10.7K -49 -2%
OSNBOA
982
Old Second National Bank of Aurora
Illinois
$523K – – –
WKWM
983
Walter & Keenan Wealth Management
Indiana
$520K +$520K +2,379 New
SFO
984
Stokes Family Office
Louisiana
$519K +$60.6K +277 +13%
GLA
985
Good Life Advisors
Pennsylvania
$512K -$2.63K -12 -0.5%
ZCM
986
Ziegler Capital Management
Illinois
$509K -$292K -1,336 -36%
FWIA
987
Fort Washington Investment Advisors
Ohio
$508K +$875 +4 +0.2%
WDG
988
Wealth Dimensions Group
Ohio
$508K +$48.6K +222 +11%
AP
989
Appleton Partners
Massachusetts
$507K +$52.3K +239 +11%
RMC
990
Resources Management Corp
Connecticut
$505K +$3.94K +18 +0.8%
SFS
991
Strategic Financial Services
New York
$503K – – –
DDC
992
DF Dent & Co
Maryland
$500K – – –
AC
993
Avestar Capital
New York
$497K -$875K -4,000 -64%
ACA
994
Atlas Capital Advisors
Wyoming
$495K -$22.3K -102 -4%
BFO
995
Boston Family Office
Massachusetts
$492K -$17.1K -78 -3%
RG
996
Rathbones Group
United Kingdom
$481K -$65.6K -300 -12%
MWA
997
Moser Wealth Advisors
Washington
$481K – – –
AWM
998
AllSquare Wealth Management
New York
$481K +$2.62K +12 +0.5%
CFO
999
CVA Family Office
Colorado
$480K -$28.9K -188 -6%
EWM
1000
Evermay Wealth Management
Virginia
$480K +$28K +128 +6%
38 39
40
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