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

Top Sellers

1
WFS
Weitzel Financial Services
Iowa
$1.02M
2
Bank of America
Bank of America
North Carolina
$5.3B
3
Creative Planning
Creative Planning
Kansas
$390M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$68.2M
5
CIAS
CBIZ Investment Advisory Services
Ohio
$65.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WOC
1276
West Oak Capital
California
$91K – – –
FPFS
1277
First Personal Financial Services
North Carolina
$91K – – –
APWA
1278
Atlas Private Wealth Advisors
New Jersey
$91K +$220 +1 +0.2%
HWA
1279
HHM Wealth Advisors
Tennessee
$90K – – –
FCM
1280
Firestone Capital Management
Florida
$90K – – –
AIM
1281
Arcadia Investment Management
Michigan
$88K – – –
PA
1282
PSI Advisors
Florida
$88K +$88K +402 New
CT
1283
Clearstead Trust
Maine
$87K +$87K +397 New
ARIS
1284
Advanced Research Investment Solutions
California
$85.3K +$62.3K +285 +271%
EWM
1285
EPG Wealth Management
Georgia
$81K +$81K +369 New
JWA
1286
JFS Wealth Advisors
Pennsylvania
$80K +$80K +366 New
FWM
1287
Focused Wealth Management
New York
$79K +$218 +1 +0.3%
PCFFS
1288
Pacific Center for Financial Services
California
$78K – – –
BL
1289
Balentine LLC
Georgia
$77K – – –
CPWM
1290
Cypress Point Wealth Management
Texas
$77K – – –
TWM
1291
Tradition Wealth Management
Minnesota
$77K – – –
PCA
1292
Providence Capital Advisors
North Carolina
$76K – – –
TH
1293
TCTC Holdings
Texas
$74K – – –
KFI
1294
Key Financial Inc
Pennsylvania
$68K – – –
CTB
1295
Country Trust Bank
Illinois
$67K – – –
AP
1296
Atwood & Palmer
Missouri
$66K – – –
BCMIO
1297
Beacon Capital Management Inc (Ohio)
Ohio
$65K +$65K +297 New
SIM
1298
Sonora Investment Management
Arizona
$61K +$32K +147 +111%
BWM
1299
BerganKDV Wealth Management
Minnesota
$60K – – –
CPC
1300
Consolidated Planning Corp
Georgia
$59K +$59K +271 New
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52
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