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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 %
HCP
1251
Hexagon Capital Partners
Arkansas
$142K +$1.58K +7 +1%
SFSIG
1252
San Francisco Sentry Investment Group
California
$137K -$7.87K -35 -5%
FCMT
1253
Founders Capital Management (Texas)
Texas
$135K +$37.8K +168 +39%
GTAM
1254
Global Trust Asset Management
Florida
$134K +$5.19K +23 +4%
SFP
1255
Sterling Financial Planning
New Jersey
$128K +$112K +500 +714%
FPW
1256
Flagship Private Wealth
Massachusetts
$125K +$119K +536 +2,233%
FF
1257
FourThought Financial
Florida
$124K – – –
EW
1258
Element Wealth
Mississippi
$122K – – –
FFA
1259
Freedman Financial Associates
Massachusetts
$121K -$18.7K -83 -13%
AWM
1260
Accel Wealth Management
Iowa
$121K +$10.1K +45 +9%
HPC
1261
HM Payson & Co
Maine
$120K – – –
WT
1262
Washington Trust
Rhode Island
$120K +$1.8K +8 +2%
WCAMG
1263
Woodard & Company Asset Management Group
North Carolina
$113K – – –
BWL
1264
Bogart Wealth LLC
Virginia
$110K +$4.53K +20 +4%
TAM
1265
Townsend Asset Management
North Carolina
$108K – – –
GFPC
1266
Global Financial Private Client
Florida
$105K – – –
FFC
1267
First Financial Corp
Indiana
$104K – – –
Kayne Anderson Rudnick Investment Management
1268
Kayne Anderson Rudnick Investment Management
California
$101K – – –
CDIA
1269
Capital Directions Investment Advisors
Georgia
$100K +$100K +442 New
PMAS
1270
PNC Managed Account Solutions
Texas
$99K +$99K +437 New
FFG
1271
Ford Financial Group
California
$96K +$96K +426 New
WOC
1272
West Oak Capital
California
$94K – – –
FPFS
1273
First Personal Financial Services
North Carolina
$94K – – –
APWA
1274
Atlas Private Wealth Advisors
New Jersey
$93K -$1.13K -5 -1%
HWA
1275
HHM Wealth Advisors
Tennessee
$93K – – –
49 50
51
52 53