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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 %
KNFPWM
976
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$841K +$841K +3,722 New
CFA
977
Carroll Financial Associates
North Carolina
$841K -$1.24M -5,470 -60%
ZB
978
Zions Bancorporation
Utah
$840K -$13.1K -58 -2%
TWM
979
Trevian Wealth Management
Massachusetts
$839K +$839K +3,717 New
SFI
980
SPC Financial Inc
Maryland
$837K -$2.26K -10 -0.3%
MFA
981
Mayflower Financial Advisors
Massachusetts
$835K +$70.3K +311 +9%
TWM
982
Tanager Wealth Management
United Kingdom
$833K +$833K +3,687 New
CCA
983
Cadent Capital Advisors
Oklahoma
$832K +$56.5K +250 +7%
EA
984
Eudaimonia Advisors
Tennessee
$828K +$828K +3,662 New
PWW
985
Pettyjohn Wood & White
Virginia
$827K -$13.1K -58 -2%
KAM
986
KEB Asset Management
Illinois
$827K +$827K +3,661 New
UBV
987
United Bank (Virginia)
Virginia
$823K -$2.26K -10 -0.3%
GSWM
988
Greenup Street Wealth Management
Michigan
$814K +$814K +3,601 New
VPIM
989
Vanguard Personalized Indexing Management
California
$806K -$60.3K -267 -7%
TPA
990
Trivium Point Advisory
Connecticut
$806K -$27.6K -122 -3%
RWA
991
River Wealth Advisors
Pennsylvania
$806K -$11.8K -52 -1%
CGPCS
992
Capital Group Private Client Services
California
$805K +$47.7K +211 +6%
RG
993
Rathbones Group
United Kingdom
$805K +$308K +1,363 +62%
IC
994
Intersect Capital
California
$803K – – –
CI
995
Chartist Inc
California
$802K -$1.36K -6 -0.2%
SVWAG
996
Sound View Wealth Advisors Group
Georgia
$801K +$219K +969 +38%
KCM
997
Kendall Capital Management
Maryland
$797K +$95K +420 +14%
SWP
998
Strategic Wealth Partners
Ohio
$796K -$26.7K -118 -3%
AC
999
Abbrea Capital
California
$789K +$20.3K +90 +3%
BFO
1000
Biltmore Family Office
North Carolina
$788K – – –
38 39
40
41 42