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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 %
CL
1051
COWA LLC
Oklahoma
$393K – – –
MIC
1052
Means Investment Company
Maine
$391K +$437 +2 +0.1%
IWA
1053
Inspirion Wealth Advisors
Illinois
$390K -$13.8K -63 -3%
NRI
1054
NFP Retirement Inc
California
$390K +$2.19K +10 +0.6%
PP
1055
Patron Partners
Texas
$387K +$65K +298 +20%
LSPW
1056
Lake Street Private Wealth
Illinois
$386K +$58.9K +269 +18%
TWM
1057
Tolleson Wealth Management
Texas
$385K – – –
COF
1058
Capital One Financial
Virginia
$385K +$101K +460 +35%
FCIM
1059
Fairview Capital Investment Management
California
$382K +$126K +575 +49%
GWA
1060
GGM Wealth Advisors
Maryland
$381K +$84.2K +364 +28%
VWM
1061
Venturi Wealth Management
Texas
$374K -$4.16K -19 -1%
RF
1062
RHS Financial
California
$373K +$19K +87 +5%
CAM
1063
Carret Asset Management
New York
$372K – – –
ECM
1064
EagleClaw Capital Management
Massachusetts
$372K – – –
RWRC
1065
R.W. Roge & Company
New York
$371K -$13.9K -61 -4%
MA
1066
MBA Advisors
Pennsylvania
$367K – – –
OPCM
1067
Osborne Partners Capital Management
California
$364K -$261K -1,191 -42%
B
1068
Bridgeworth
Alabama
$361K +$18.8K +86 +5%
EW
1069
Evoke Wealth
California
$360K – – –
MAM
1070
Meeder Asset Management
Ohio
$359K +$21.7K +99 +6%
GIA
1071
Guyasuta Investment Advisors
Pennsylvania
$357K – – –
ECG
1072
EPIQ Capital Group
California
$356K +$1.09K +5 +0.3%
LC
1073
Lincoln Capital
Nebraska
$356K +$6.56K +30 +2%
NCM
1074
Narwhal Capital Management
Georgia
$355K – – –
RRC
1075
Relaxing Retirement Coach
Massachusetts
$355K – – –
41 42
43
44 45