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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 %
DE
1101
Day & Ennis
Georgia
$325K -$41.6K -190 -11%
FA
1102
FC Advisory
Pennsylvania
$325K -$10.5K -48 -3%
FWM
1103
Frontier Wealth Management
Missouri
$324K -$24.5K -112 -7%
ACM
1104
Advisors Capital Management
New Jersey
$324K -$7.22K -33 -2%
BMO
1105
Beck Mack & Oliver
New York
$324K – – –
BZWA
1106
Blue Zone Wealth Advisors
California
$323K +$323K +1,478 New
NAMM
1107
NorthStar Asset Management (Massachusetts)
Massachusetts
$320K – – –
BU
1108
BBVA USA
Alabama
$320K – – –
IA
1109
IFG Advisory
Georgia
$320K +$17.5K +80 +6%
KFS
1110
Kelly Financial Services
Massachusetts
$320K -$47.5M -217,190 -99%
DAM
1111
Derbend Asset Management
Georgia
$319K +$13.3K +61 +4%
RPSA
1112
Richard P. Slaughter Associates
Texas
$318K -$65K -298 -17%
MFG
1113
MidWestOne Financial Group
Iowa
$318K – – –
GC
1114
Gilbert & Cook
Iowa
$314K -$1.97K -9 -0.6%
APP
1115
Avantax Planning Partners
Iowa
$314K – – –
CAM
1116
Crestone Asset Management
Colorado
$314K – – –
MBT
1117
Montecito Bank & Trust
California
$311K – – –
AA
1118
Argent Advisors
Louisiana
$311K – – –
MWP
1119
Madison Wealth Partners
Wisconsin
$310K – – –
COCM
1120
Charter Oak Capital Management
New Hampshire
$309K +$23K +105 +8%
FCB
1121
First Command Bank
Texas
$308K -$15.1K -69 -5%
FCFS
1122
First Command Financial Services
Texas
$308K -$15.1K -69 -5%
CNB
1123
Camden National Bank
Maine
$305K -$34.9K -160 -10%
SFP
1124
Shepherd Financial Partners
Massachusetts
$305K – – –
SXL
1125
Summit X LLC
Missouri
$303K – – –
43 44
45
46 47