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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 %
MFW
1151
Meristem Family Wealth
Minnesota
$283K – – –
CCP
1152
Corient Capital Partners
California
$282K +$282K +1,252 New
ST
1153
Spinnaker Trust
Maine
$282K +$282K +1,252 New
DAC
1154
Dividend Assets Capital
South Carolina
$281K +$1.35K +6 +0.5%
ICG
1155
InterOcean Capital Group
Tennessee
$281K +$10.8K +48 +4%
GWA
1156
GGM Wealth Advisors
Maryland
$279K -$9.22M -42,421 -97%
PWM
1157
PBMares Wealth Management
Virginia
$277K -$268K -1,190 -49%
LW
1158
Linscomb Wealth
Texas
$277K -$58.8K -261 -18%
FNWM
1159
Financial Network Wealth Management
Utah
$276K – – –
BIM
1160
Baldwin Investment Management
Pennsylvania
$276K +$276K +1,225 New
SAS
1161
Sanford Advisory Services
Michigan
$275K – – –
LOPW
1162
Live Oak Private Wealth
North Carolina
$274K -$181K -802 -40%
OC
1163
Oarsman Capital
Wisconsin
$274K – – –
IC
1164
Inverness Counsel
New York
$273K -$313K – –
SG
1165
Stonnington Group
California
$273K – – –
DCM
1166
Donaldson Capital Management
Indiana
$272K -$10.1K -45 -4%
LRPA
1167
L. Roy Papp & Associates
Arizona
$272K +$451 +2 +0.2%
BOPW
1168
Brandywine Oak Private Wealth
Pennsylvania
$272K +$54.9K +244 +25%
BWM
1169
BigSur Wealth Management
Florida
$271K – – –
CCM
1170
Crossvault Capital Management
Texas
$270K – – –
BOS
1171
Bingham Osborn & Scarborough
California
$269K – – –
BWM
1172
BCGM Wealth Management
Indiana
$268K – – –
SKK
1173
Shepherd Kaplan Krochuk
Massachusetts
$265K -$8.57K -38 -3%
CAL
1174
Capital Analysts LLC
Pennsylvania
$264K +$60.7K +269 +30%
FCIM
1175
Fairview Capital Investment Management
California
$264K +$264K +1,175 New
45 46
47
48 49