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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,357 hedge funds and large institutions have $25.4B invested in Vanguard Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 600 increasing their positions, 447 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,357
Holders Change
+76
Holders Change %
+5.93%
% of All Funds
23.9%
Holding in Top 10
165
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+9.27%
% of All Funds
2.91%
New
136
Increased
600
Reduced
447
Closed
49
Calls
$16.5M
Puts
$9.02M
Net Calls
+$7.45M
Net Calls Change
-$8.21M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$5.22B
2
Wells Fargo
Wells Fargo
California
$827M
3
LPL Financial
LPL Financial
California
$541M
4
HighTower Advisors
HighTower Advisors
Illinois
$57.1M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$196M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$2.36B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$129M
3
ECM
ExodusPoint Capital Management
New York
$0
4
CIAS
CBIZ Investment Advisory Services
Ohio
$63.7M
5
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
3LCM
1001
3D/L Capital Management
Connecticut
$449K +$449K +2,097 New
ICP
1002
Interchange Capital Partners
Pennsylvania
$446K -$21.4K -100 -5%
CFC
1003
Coyle Financial Counsel
Illinois
$446K -$18.6K -87 -4%
FANJ
1004
Financial Architects (New Jersey)
New Jersey
$445K +$23.8K +111 +6%
WWM
1005
Windsor Wealth Management
Indiana
$445K +$37K +173 +9%
SL
1006
Systelligence LLC
Minnesota
$444K -$1.61M -7,501 -78%
EWM
1007
Evermay Wealth Management
Virginia
$443K – – –
GIA
1008
Gladstone Institutional Advisory
Florida
$442K +$71.8K +336 +19%
DLCIG
1009
D.L. Carlson Investment Group
New Hampshire
$441K – – –
BFA
1010
Beaumont Financial Advisors
Massachusetts
$441K +$88.8K +415 +25%
GD
1011
Grandfield & Dodd
New York
$440K +$23.5K +110 +6%
AWM
1012
AllSquare Wealth Management
New York
$439K -$6.42K -30 -1%
BFM
1013
Boston Financial Management
Massachusetts
$438K -$15K -70 -3%
CCM
1014
Coe Capital Management
Illinois
$436K +$13.9K +65 +3%
LOPW
1015
Live Oak Private Wealth
North Carolina
$432K -$2.78K -13 -0.6%
WDG
1016
Wealth Dimensions Group
Ohio
$432K +$107K +501 +33%
C
1017
Certuity
Florida
$431K +$431K +2,012 New
PCMK
1018
Paragon Capital Management (Kansas)
Kansas
$429K +$429K +1,924 New
GA
1019
Geller Advisors
New York
$428K – – –
TNA
1020
True North Advisors
Texas
$428K +$428K +2,003 New
VNA
1021
Valley National Advisers
Pennsylvania
$427K +$428 +2 +0.1%
KWM
1022
Kingsview Wealth Management
Oregon
$426K +$435 +2 +0.1%
MIC
1023
Meridian Investment Counsel
California
$421K +$12.8K +60 +3%
FMBTD
1024
First Midwest Bank Trust Division
Illinois
$417K -$429 -2 -0.1%
MA
1025
MJP Associates
Connecticut
$417K +$40.9K +191 +11%
39 40
41
42 43