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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,607 hedge funds and large institutions have $29.6B invested in Vanguard Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 293 funds opening new positions, 688 increasing their positions, 411 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,607
Holders Change
+210
Holders Change %
+15.03%
% of All Funds
24.82%
Holding in Top 10
182
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+22.97%
% of All Funds
2.81%
New
293
Increased
688
Reduced
411
Closed
60
Calls
$16.1M
Puts
$3.05M
Net Calls
+$13M
Net Calls Change
+$1.12M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$410M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$82.2M
3
CIAS
CBIZ Investment Advisory Services
Ohio
+$69M
4
CSIA
Charles Schwab Investment Advisory
California
+$63.9M
5
CTC
Central Trust Company
Missouri
+$51M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$93.3M
2
Franklin Resources
Franklin Resources
California
-$67.4M
3
MFM
MD Financial Management
Ontario, Canada
-$51.3M
4
TFA
Trinity Financial Advisors
Ohio
-$42.1M
5
PAG
Private Advisor Group
New Jersey
-$33M
Name Holding Trade Value Shares
Change 		Shares
Change %
UL
1251
Unionview LLC
Washington
$348K +$348K +1,538 New
ADL
1252
Asset Dedication LLC
California
$347K +$108K +476 +45%
AF
1253
Alerus Financial
North Dakota
$346K -$6.55K -29 -2%
RWP
1254
RWA Wealth Partners
Massachusetts
$346K – – –
AIA
1255
Angeles Investment Advisors
California
$346K +$346K +1,533 New
WA
1256
Wambolt & Associates
Colorado
$345K -$8.13K -36 -2%
CT
1257
Coastline Trust
Rhode Island
$345K +$53.2K +235 +18%
KFS
1258
Kelly Financial Services
Massachusetts
$344K +$13.6K +60 +4%
GWA
1259
GGM Wealth Advisors
Maryland
$343K -$19.8K -90 -5%
WFA
1260
Wipfli Financial Advisors
Wisconsin
$342K +$342K +1,515 New
FIA
1261
Foundations Investment Advisors
Arizona
$340K -$549K -2,475 -62%
ME
1262
McIlrath & Eck
Washington
$340K -$678 -3 -0.2%
CA
1263
CSM Advisors
Pennsylvania
$339K – – –
GC
1264
Gilbert & Cook
Iowa
$338K +$13.8K +61 +4%
DE
1265
Day & Ennis
Georgia
$337K +$1.58K +7 +0.5%
IF
1266
Ironwood Financial
Arizona
$337K +$52.4K +232 +18%
MPCL
1267
My Personal CFO LLC
Washington
$337K +$337K +1,489 New
FWM
1268
Frontier Wealth Management
Missouri
$335K +$678 +3 +0.2%
FAG
1269
Fortitude Advisory Group
Washington
$335K +$335K +1,483 New
RF
1270
RHS Financial
California
$334K -$51.3K -227 -13%
PJSIMP
1271
P.J. Schmidt Investment Management (PJS)
Wisconsin
$333K +$16.9K +81 +5%
NAMM
1272
NorthStar Asset Management (Massachusetts)
Massachusetts
$331K – – –
ACM
1273
Advisors Capital Management
New Jersey
$330K -$4.74K -21 -1%
DAM
1274
Derbend Asset Management
Georgia
$330K – – –
SFM
1275
Signet Financial Management
New Jersey
$329K -$117K -516 -26%
49 50
51
52 53