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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 %
MCC
1126
Money Concepts Capital
Florida
$510K +$510K +2,255 New
ML
1127
Mayport LLC
Massachusetts
$509K +$509K +2,254 New
CG
1128
Cutler Group
California
$506K +$506K +2,240 New
CAL
1129
Capital Advisors Ltd
Ohio
$503K -$202K -893 -29%
VWM
1130
Vigilare Wealth Management
Arizona
$502K +$259K +1,147 +107%
MWA
1131
Moser Wealth Advisors
Washington
$497K – – –
BWM
1132
Baystate Wealth Management
Massachusetts
$497K +$392K +1,735 +376%
AP
1133
Appleton Partners
Massachusetts
$496K -$28K -124 -5%
VFPW
1134
Vantage Financial Partners (Wisconsin)
Wisconsin
$496K +$496K +2,194 New
GTAM
1135
Global Trust Asset Management
Florida
$495K -$728K -3,221 -60%
MAM
1136
McCarthy Asset Management
California
$495K +$10.8K +48 +2%
HIGP
1137
Hill Investment Group Partners
Missouri
$494K +$70.5K +312 +17%
AWM
1138
AllSquare Wealth Management
New York
$493K -$4.07K -18 -0.8%
RWMH
1139
Riverpoint Wealth Management Holdings
Illinois
$490K -$185K -817 -27%
GD
1140
Grandfield & Dodd
New York
$490K – – –
RFA
1141
Reilly Financial Advisors
California
$489K -$4.29K -19 -0.9%
PWP
1142
Personal Wealth Partners
Minnesota
$486K -$90.5K -400 -16%
CH
1143
Canton Hathaway
Rhode Island
$486K – – –
BC
1144
Burney Company
Virginia
$484K +$7.91K +35 +2%
PWM
1145
Penobscot Wealth Management
Maine
$483K +$1.81K +8 +0.4%
ZF
1146
Zhang Financial
Michigan
$483K +$483K +2,138 New
AT
1147
Arden Trust
Delaware
$481K – – –
VNA
1148
Valley National Advisers
Pennsylvania
$481K +$24.2K +107 +5%
FANJ
1149
Financial Architects (New Jersey)
New Jersey
$481K +$27.8K +123 +6%
OAM
1150
Oppenheimer Asset Management
New York
$476K -$14.5K -64 -3%
44 45
46
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