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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 %
D
1151
Diversified
Delaware
$279K +$279K +1,275 New
BWM
1152
BCGM Wealth Management
Indiana
$277K – – –
SG
1153
Stonnington Group
California
$276K – – –
IF
1154
Ironwood Financial
Arizona
$276K – – –
DT
1155
Diversified Trust
Tennessee
$276K +$276K +1,261 New
PFP
1156
Pinnacle Financial Partners
Tennessee
$275K +$275K +1,258 New
JFGIW
1157
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$274K – – –
ST
1158
Spinnaker Trust
Maine
$274K – – –
OC
1159
Oarsman Capital
Wisconsin
$273K +$6.56K +30 +2%
BB
1160
Busey Bank
Illinois
$273K +$273K +1,249 New
MFWM
1161
Motley Fool Wealth Management
Virginia
$271K -$18.6K -85 -6%
FPGK
1162
Financial Partners Group (Kansas)
Kansas
$271K +$71.8K +328 +36%
PWM
1163
PBMares Wealth Management
Virginia
$270K +$438 +2 +0.2%
ZIM
1164
Zacks Investment Management
Illinois
$270K +$270K +1,233 New
BIM
1165
Baldwin Investment Management
Pennsylvania
$268K – – –
FNWM
1166
Financial Network Wealth Management
Utah
$268K – – –
BTWM
1167
Baker Tilly Wealth Management
Wisconsin
$268K +$20.8K +95 +8%
SAS
1168
Sanford Advisory Services
Michigan
$267K – – –
Simplex Trading
1169
Simplex Trading
Illinois
$266K – – –
LOPW
1170
Live Oak Private Wealth
North Carolina
$266K – – –
IC
1171
Inverness Counsel
New York
$265K -$273K – –
BOPW
1172
Brandywine Oak Private Wealth
Pennsylvania
$264K – – –
LRPA
1173
L. Roy Papp & Associates
Arizona
$263K -$437 -2 -0.2%
BWM
1174
BigSur Wealth Management
Florida
$263K – – –
DCM
1175
Donaldson Capital Management
Indiana
$259K -$4.36K -20 -2%
45 46
47
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