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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 %
FANJ
1026
Financial Architects (New Jersey)
New Jersey
$439K -$50.1K -229 -10%
TNA
1027
True North Advisors
Texas
$438K -$17.5K -80 -4%
NPF
1028
Norris Perne & French
Michigan
$435K – – –
AWM
1029
Aprio Wealth Management
Georgia
$434K +$3.06K +14 +0.7%
CPFP
1030
Clear Perspectives Financial Planning
Ohio
$434K +$17K +78 +4%
SFG
1031
SNS Financial Group
Minnesota
$433K -$46.8K -214 -10%
OBGC
1032
O'Brien Greene & Co
Pennsylvania
$432K – – –
SFM
1033
Signet Financial Management
New Jersey
$431K +$431K +1,973 New
MIC
1034
Meridian Investment Counsel
California
$429K – – –
HCA
1035
Heck Capital Advisors
Wisconsin
$425K +$1.09K +5 +0.3%
HGWM
1036
Horst & Graben Wealth Management
Oregon
$422K -$3.71K -17 -0.9%
NDSI
1037
Newman Dignan & Sheerar Inc
Rhode Island
$419K – – –
WIM
1038
Westside Investment Management
California
$416K +$22.9K +531 +6%
FWP
1039
FAS Wealth Partners
Kansas
$414K – – –
EP
1040
Eudaimonia Partners
Tennessee
$413K +$52K +238 +14%
VCM
1041
Vision Capital Management
Oregon
$411K – – –
HIGP
1042
Hill Investment Group Partners
Missouri
$410K – – –
PB
1043
Pinnacle Bancorp
Nebraska
$409K -$17.1K -78 -4%
LL
1044
LPWM LLC
Minnesota
$409K -$2.22K -10 -0.5%
DI
1045
DAGCO Inc
Ohio
$409K +$25.2K +115 +7%
KW
1046
KWB Wealth
California
$408K +$3.71K +17 +0.9%
FTC
1047
Farmers Trust Company
Ohio
$406K -$5.55K -25 -1%
BFM
1048
Boston Financial Management
Massachusetts
$404K -$43.7K -200 -10%
CFC
1049
Coyle Financial Counsel
Illinois
$402K -$31.5K -144 -7%
KCPG
1050
Kavar Capital Partners Group
Kansas
$400K -$32.8K -150 -8%
40 41
42
43 44