VB icon

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 %
FCBT
1001
First Citizens Bank & Trust
North Carolina
$480K +$54.7K +250 +13%
RFA
1002
Reilly Financial Advisors
California
$478K +$74.2K +339 +18%
KWM
1003
Kingsview Wealth Management
Oregon
$477K -$25.4K -116 -5%
OAM
1004
Oppenheimer Asset Management
New York
$475K -$26.5K -121 -5%
GD
1005
Grandfield & Dodd
New York
$470K +$13.1K +60 +3%
HAS
1006
HBW Advisory Services
California
$470K +$227K +1,038 +93%
CH
1007
Canton Hathaway
Rhode Island
$470K +$437K +2,000 +1,333%
ACM
1008
Armbruster Capital Management
New York
$468K -$134K -614 -22%
MAM
1009
McCarthy Asset Management
California
$468K +$11.4K +52 +2%
AT
1010
Arden Trust
Delaware
$466K -$241K -1,100 -34%
PWM
1011
Penobscot Wealth Management
Maine
$466K -$39.4K -180 -8%
MCP
1012
Mirador Capital Partners
California
$462K -$10.3K -47 -2%
BC
1013
Burney Company
Virginia
$461K +$3.28K +15 +0.7%
RB
1014
Renasant Bank
Mississippi
$459K – – –
FMBTD
1015
First Midwest Bank Trust Division
Illinois
$457K +$15.3K +70 +3%
BFA
1016
Beaumont Financial Advisors
Massachusetts
$456K -$109K -500 -19%
DLCIG
1017
D.L. Carlson Investment Group
New Hampshire
$451K – – –
VRM
1018
Vectors Research Management
New York
$450K -$40.3K -184 -8%
HC
1019
HNP Capital
New York
$450K -$40.3K -184 -8%
NF
1020
Nikulski Financial
Iowa
$449K +$75.4K +345 +20%
CIA
1021
Cohen Investment Advisors
New Hampshire
$448K +$13.1K +60 +3%
RMCM
1022
Reynders McVeigh Capital Management
Massachusetts
$443K +$74.7K +342 +20%
T
1023
TRUADVICE
Florida
$442K -$4.78M -19,973 -92%
VNA
1024
Valley National Advisers
Pennsylvania
$442K +$437 +2 +0.1%
PFSC
1025
Peoples Financial Services Corp
Pennsylvania
$442K +$79.4K +363 +22%
39 40
41
42 43