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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.

New
Increased
Maintained
Reduced
Closed
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
Creative Planning
Kansas
+$185M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$123M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$118M
4
LPL Financial
LPL Financial
California
+$76.3M
5
Bank of America
Bank of America
North Carolina
+$67.7M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$64.9M
2
CIAS
CBIZ Investment Advisory Services
Ohio
-$63.7M
3
Morgan Stanley
Morgan Stanley
New York
-$53.2M
4
SFS
Sowell Financial Services
Arkansas
-$28.9M
5
WL
WIT LLC
District of Columbia
-$28.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
1001
Quest Capital Management
Texas
$481K +$140K +621 +41%
RB
1002
Renasant Bank
Mississippi
$473K – – –
WDG
1003
Wealth Dimensions Group
Ohio
$473K +$18.7K +83 +4%
SFO
1004
Stokes Family Office
Louisiana
$472K +$50.7K +225 +12%
BC
1005
Burney Company
Virginia
$472K +$90.4K +401 +24%
MAM
1006
McCarthy Asset Management
California
$471K +$56.6K +251 +14%
GD
1007
Grandfield & Dodd
New York
$470K +$7.43K +33 +2%
TNA
1008
True North Advisors
Texas
$469K +$18K +80 +4%
AP
1009
Appleton Partners
Massachusetts
$468K -$4.5K -20 -1%
EWM
1010
Evermay Wealth Management
Virginia
$466K – – –
DLCIG
1011
D.L. Carlson Investment Group
New Hampshire
$465K – – –
BFM
1012
Boston Financial Management
Massachusetts
$461K – – –
CCM
1013
Coe Capital Management
Illinois
$461K +$2.25K +10 +0.5%
FAT
1014
First American Trust
California
$457K -$324K -1,437 -41%
VNA
1015
Valley National Advisers
Pennsylvania
$455K +$5.63K +25 +1%
FMBTD
1016
First Midwest Bank Trust Division
Illinois
$455K +$16.2K +72 +4%
YIH
1017
Y-Intercept (HK)
Hong Kong
$453K +$453K +2,010 New
GA
1018
Geller Advisors
New York
$451K – – –
Fisher Asset Management
1019
Fisher Asset Management
Washington
$449K -$591K -2,623 -57%
NPF
1020
Norris Perne & French
Michigan
$448K -$32.6K -145 -7%
CIA
1021
Cohen Investment Advisors
New Hampshire
$448K -$27.1K -120 -6%
CFC
1022
Coyle Financial Counsel
Illinois
$447K -$22.1K -98 -5%
KCPG
1023
Kavar Capital Partners Group
Kansas
$446K +$446K +1,978 New
OBGC
1024
O'Brien Greene & Co
Pennsylvania
$445K +$445K +1,975 New
AWM
1025
Aprio Wealth Management
Georgia
$444K +$444K +1,972 New
39 40
41
42 43