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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
1
Bank of New York Mellon
New York
$790M
2
Wells Fargo
2
Wells Fargo
California
$1.06B
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.59B
4
CSIA
4
Charles Schwab Investment Advisory
California
$383M
5
Franklin Resources
5
Franklin Resources
California
$68.2M

Top Sellers

1
WFS
1
Weitzel Financial Services
Iowa
$1.02M
2
Bank of America
2
Bank of America
North Carolina
$5.3B
3
Creative Planning
3
Creative Planning
Kansas
$390M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$68.2M
5
CIAS
5
CBIZ Investment Advisory Services
Ohio
$65.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DOA
101
D'Orazio & Associates
Virginia
$30.2M +$3.78M +17,306 +14%
SI
102
Stephens Inc
Arkansas
$30.1M +$1.41M +6,460 +5%
SW
103
SVB Wealth
Massachusetts
$30.1M +$2.09M +9,572 +7%
MMA
104
Miracle Mile Advisors
California
$30M +$768K +3,513 +3%
FSWA
105
Financial Synergies Wealth Advisors
Texas
$29.6M -$2.63M -12,024 -8%
KBFS
106
Kohmann Bosshard Financial Services
Ohio
$28.9M +$2.6M +11,902 +10%
AF
107
Arrow Financial
New York
$27.8M -$294K -1,346 -1%
PWLP
108
Prio Wealth Limited Partnership
Massachusetts
$27.4M +$795K +3,635 +3%
PIMG
109
Patriot Investment Management Group
Tennessee
$27M -$7.87M -36,006 -23%
CL
110
Choreo LLC
Illinois
$26.9M +$365K +1,668 +1%
WIC
111
Whitegate Investment Counselors
New Hampshire
$26.9M +$197K +899 +0.7%
US Bancorp
112
US Bancorp
Minnesota
$26.8M +$594K +2,718 +2%
MWM
113
MBE Wealth Management
Wisconsin
$26.7M +$2.02M +9,227 +8%
BBA
114
BLB&B Advisors
Pennsylvania
$26.5M -$2.67M -12,199 -9%
RC
115
Randolph Company
Ohio
$26.4M +$36.1K +165 +0.1%
EWA
116
EP Wealth Advisors
California
$26.2M -$1.43M -6,528 -5%
EHPM
117
Emery Howard Portfolio Management
California
$26M +$3.26M +14,910 +14%
UTC
118
Unified Trust Company
Kentucky
$25.5M +$221K +1,010 +0.9%
CWM
119
Connecticut Wealth Management
Connecticut
$25.4M +$766K +3,504 +3%
CAN
120
Cetera Advisor Networks
California
$25.3M +$566K +2,589 +2%
CCA
121
Column Capital Advisors
Indiana
$24.9M -$250K -2,709 -1%
EI
122
Ellevest Inc
New York
$24.3M +$2.3M +10,516 +10%
EWA
123
Evolution Wealth Advisors
Florida
$24.3M -$6.77M -30,979 -22%
BOH
124
Bank of Hawaii
Hawaii
$24M +$2.24M +10,242 +10%
EW
125
Emerson Wealth
Michigan
$24M -$17.5K -80 -0.1%
3 4
5
6 7