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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 %
VWM
1051
Venturi Wealth Management
Texas
$390K +$390K +1,729 New
GWM
1052
GSB Wealth Management
Connecticut
$386K +$2.25K +10 +0.6%
HH
1053
Hilltop Holdings
Texas
$384K -$89.5K -398 -19%
ECM
1054
EagleClaw Capital Management
Massachusetts
$383K -$124K -550 -24%
CAM
1055
Carret Asset Management
New York
$383K -$113K -500 -23%
RMCM
1056
Reynders McVeigh Capital Management
Massachusetts
$380K -$50.5K -224 -12%
RWRC
1057
R.W. Roge & Company
New York
$380K -$7.43K -33 -2%
RA
1058
RFG Advisory
Alabama
$380K -$2.03K -9 -0.5%
DE
1059
Day & Ennis
Georgia
$378K +$902 +4 +0.2%
NF
1060
Nikulski Financial
Iowa
$378K +$91.8K +415 +32%
PFSC
1061
Peoples Financial Services Corp
Pennsylvania
$374K – – –
SFA
1062
Sequoia Financial Advisors
Ohio
$372K +$23.9K +106 +7%
EP
1063
Eudaimonia Partners
Tennessee
$372K +$102K +454 +38%
EW
1064
Evoke Wealth
California
$371K +$46.8K +208 +14%
TC
1065
Toews Corporation
New Jersey
$370K -$31.8K -141 -8%
GIA
1066
Guyasuta Investment Advisors
Pennsylvania
$367K – – –
NCM
1067
Narwhal Capital Management
Georgia
$366K – – –
ECG
1068
EPIQ Capital Group
California
$366K +$901 +4 +0.2%
SCA
1069
Strategic Capital Advisers
Colorado
$365K -$7.67K -34 -2%
RRC
1070
Relaxing Retirement Coach
Massachusetts
$365K – – –
RF
1071
RHS Financial
California
$365K +$132K +586 +57%
GAM
1072
Griffin Asset Management
New York
$363K +$11.9K +53 +3%
22CM
1073
20/20 Capital Management
California
$363K +$16.9K +75 +5%
JCM
1074
Jacobi Capital Management
Pennsylvania
$361K -$14K -62 -4%
WA
1075
Wambolt & Associates
Colorado
$361K +$12K +53 +3%
41 42
43
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