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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 %
SKK
1176
Shepherd Kaplan Krochuk
Massachusetts
$257K +$437 +2 +0.2%
PFBT
1177
Parkside Financial Bank & Trust
Missouri
$257K +$115K +524 +80%
AMIM
1178
Aull & Monroe Investment Management
Alabama
$255K – – –
GIA
1179
GHP Investment Advisors
Colorado
$254K +$219 +1 +0.1%
MC
1180
Montag & Caldwell
Georgia
$253K +$38.5K +176 +18%
LGA
1181
Lebenthal Global Advisors
New York
$251K -$218K -1,000 -47%
NCG
1182
Newport Capital Group
New Jersey
$251K -$28.4K -130 -10%
HCM
1183
Howland Capital Management
Massachusetts
$250K +$9.85K +45 +4%
WAS
1184
Winch Advisory Services
Wisconsin
$246K -$2.62K -12 -1%
CS
1185
Credit Suisse
Switzerland
$246K – – –
RH
1186
RFG Holdings
Texas
$246K +$219 +1 +0.1%
LAM
1187
LifePro Asset Management
California
$245K +$245K +1,122 New
CMP
1188
Courage Miller Partners
Virginia
$244K +$7.2K +33 +3%
IFWM
1189
Institute for Wealth Management
Colorado
$243K -$6.99K -32 -3%
HT
1190
Heritage Trust
Oklahoma
$242K – – –
CAM
1191
Congress Asset Management
Massachusetts
$241K -$47.1K -215 -16%
SBIA
1192
Sheaff Brock Investment Advisors
Indiana
$241K +$13.1K +60 +6%
BIAS
1193
Beacon Investment Advisory Services
New Jersey
$240K – – –
NP
1194
NorthRock Partners
Minnesota
$240K +$9.16K +36 +4%
MIM
1195
Moseley Investment Management
Florida
$239K -$1.33K -6 -0.6%
ICP
1196
Interchange Capital Partners
Pennsylvania
$239K – – –
NB
1197
Nicolet Bankshares
Wisconsin
$239K +$239K +1,093 New
SL
1198
Salomon & Ludwin
Virginia
$239K +$239K +77,264 New
CCM
1199
Crossvault Capital Management
Texas
$237K -$29.5K -135 -11%
PL
1200
Parthenon LLC
Kentucky
$236K – – –
46 47
48
49 50