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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 %
JCM
1076
Jacobi Capital Management
Pennsylvania
$353K +$2.63K +12 +0.7%
PAMG
1077
Patton Albertson Miller Group
Tennessee
$353K +$36.3K +166 +11%
GM
1078
GeoWealth Management
Illinois
$352K +$352K +1,607 New
FNBOMD
1079
First National Bank of Mount Dora
Florida
$350K – – –
C
1080
Certuity
Florida
$349K – – –
TCM
1081
Tradewinds Capital Management
Washington
$349K +$19.7K +90 +6%
PJSIMP
1082
P.J. Schmidt Investment Management (PJS)
Wisconsin
$349K +$26.4K +115 +8%
WA
1083
Wambolt & Associates
Colorado
$347K -$5.99K -27 -2%
BI
1084
Berkeley Inc
Idaho
$346K – – –
CAG
1085
Csenge Advisory Group
Florida
$346K +$346K +1,556 New
SAM
1086
Silvercrest Asset Management
New York
$345K – – –
EA
1087
Evergreen Advisors
Tennessee
$342K -$16K -73 -4%
AF
1088
Alerus Financial
North Dakota
$341K – – –
FMTC
1089
Farmers & Merchants Trust Company
California
$341K – – –
PCMK
1090
Paragon Capital Management (Kansas)
Kansas
$341K +$3.72K +17 +1%
GAM
1091
Griffin Asset Management
New York
$339K -$13.8K -63 -4%
SCA
1092
Strategic Capital Advisers
Colorado
$337K -$17.1K -78 -5%
RWP
1093
RWA Wealth Partners
Massachusetts
$335K – – –
BCA
1094
Berman Capital Advisors
Georgia
$335K +$874 +4 +0.3%
VAM
1095
Verity Asset Management
North Carolina
$331K +$331K +1,514 New
ME
1096
McIlrath & Eck
Washington
$330K +$277K +1,266 +523%
WFG
1097
Wills Financial Group
Virginia
$328K -$87.3K -400 -21%
CA
1098
CSM Advisors
Pennsylvania
$328K – – –
F
1099
F3Logic
Minnesota
$328K +$2.39K +11 +0.7%
WA
1100
WP Advisors
California
$327K +$14.7K +67 +5%
42 43
44
45 46