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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 %
FCB
1301
First Command Bank
Texas
$308K – – –
AWA
1302
Aletheian Wealth Advisors
Washington
$308K +$308K +1,363 New
MC
1303
Montag & Caldwell
Georgia
$306K +$44.7K +198 +17%
LA
1304
Latitude Advisors
Florida
$304K +$451 +2 +0.1%
WAM
1305
WealthTrust Asset Management
Florida
$301K -$4.3K -19 -1%
GWM
1306
GSB Wealth Management
Connecticut
$301K +$301K +1,330 New
VAS
1307
Vestmark Advisory Solutions
Massachusetts
$300K – – –
OWA
1308
One Wealth Advisors
California
$300K +$74.1K +328 +33%
OC
1309
Oakworth Capital
Alabama
$299K – – –
BWM
1310
BCS Wealth Management
Tennessee
$298K +$298K +1,321 New
TI
1311
Trexquant Investment
Connecticut
$297K +$297K +1,313 New
SC
1312
Searle & Co
Connecticut
$294K – – –
CAM
1313
Covenant Asset Management
New Jersey
$292K – – –
TFGT
1314
TS Financial Group (TSFG)
Illinois
$291K -$5.65K -25 -2%
PCG
1315
Prosperity Consulting Group
Maryland
$291K +$291K +1,387 New
PWM
1316
PBMares Wealth Management
Virginia
$289K +$9.96K +44 +4%
GEA
1317
Glen Eagle Advisors
New Jersey
$289K – – –
D
1318
Diversified
Delaware
$288K – – –
PFG
1319
Pacific Financial Group
Washington
$286K -$18.7K -84 -6%
GC
1320
Grimes & Company
Massachusetts
$285K +$42.1K +186 +17%
NAM
1321
NTV Asset Management
West Virginia
$284K -$7.91K -35 -3%
JWM
1322
Jeppson Wealth Management
California
$283K -$15.8K -70 -5%
CAL
1323
Capital Analysts LLC
Pennsylvania
$283K -$12.9K -57 -4%
OC
1324
Oarsman Capital
Wisconsin
$282K – – –
OPCM
1325
Osborne Partners Capital Management
California
$280K -$95.5K -423 -25%
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53
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