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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 %
OIA
1026
Optimum Investment Advisors
Illinois
$742K -$1.13K -5 -0.2%
AFG
1027
Allegheny Financial Group
Pennsylvania
$732K +$2.71K +12 +0.4%
GG
1028
Gofen & Glossberg
Illinois
$731K -$12.2K -54 -2%
BA
1029
Bridgewater Advisors
New York
$726K -$3.39K -15 -0.5%
JSL
1030
JT Stratford LLC
Georgia
$726K +$18.8K +83 +3%
BSWA
1031
Bromfield Sneider Wealth Advisors
Massachusetts
$725K +$725K +3,208 New
LNWTC
1032
Laird Norton Wetherby Trust Company
Washington
$721K -$2.71K -12 -0.4%
TC
1033
Trilogy Capital
California
$718K -$8.4M -37,163 -92%
FCC
1034
Flower City Capital
New York
$717K +$717K +3,172 New
HIA
1035
Harbor Investment Advisory
Maryland
$716K -$1.36K -6 -0.2%
BFC
1036
Bedel Financial Consulting
Indiana
$713K +$3.17K +14 +0.4%
ACA
1037
Aptus Capital Advisors
Alabama
$710K +$52.5K +232 +8%
TH
1038
TCTC Holdings
Texas
$706K +$629K +2,784 +819%
FWM
1039
Fingerlakes Wealth Management
New York
$705K +$705K +3,090 New
SWM
1040
Segment Wealth Management
Texas
$700K +$1.81K +8 +0.3%
PFGIA
1041
Patriot Financial Group Insurance Agency
Massachusetts
$700K +$77K +341 +12%
SAM
1042
SignalPoint Asset Management
Missouri
$698K +$140K +618 +25%
SIA
1043
Soltis Investment Advisors
Utah
$697K +$32.1K +142 +5%
QCM
1044
Quest Capital Management
Texas
$690K +$9.27K +41 +1%
GSWM
1045
Golden State Wealth Management
California
$690K +$29.1K +129 +4%
DI
1046
DFPG Investments
Utah
$689K – – –
OSAM
1047
O'Shaughnessy Asset Management
Connecticut
$684K +$93.6K +414 +16%
SWM
1048
SFG Wealth Management
Maryland
$683K +$683K +3,020 New
TNB
1049
Thomasville National Bank
Georgia
$681K -$9.05K -40 -1%
SFO
1050
Stokes Family Office
Louisiana
$680K +$144K +635 +27%
40 41
42
43 44