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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,357 hedge funds and large institutions have $25.4B invested in Vanguard Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 600 increasing their positions, 447 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,357
Holders Change
+76
Holders Change %
+5.93%
% of All Funds
23.9%
Holding in Top 10
165
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+9.27%
% of All Funds
2.91%
New
136
Increased
600
Reduced
447
Closed
49
Calls
$16.5M
Puts
$9.02M
Net Calls
+$7.45M
Net Calls Change
-$8.21M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$5.22B
2
Wells Fargo
2
Wells Fargo
California
$827M
3
LPL Financial
3
LPL Financial
California
$541M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$57.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$196M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.36B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$129M
3
ECM
3
ExodusPoint Capital Management
New York
$0
4
CIAS
4
CBIZ Investment Advisory Services
Ohio
$63.7M
5
Ensign Peak Advisors
5
Ensign Peak Advisors
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
1326
Carolina Wealth Advisors
South Carolina
$13K +$13K +62 New
ZC
1327
Zeit Capital
Colorado
$12K – – –
PAIM
1328
Punch & Associates Investment Management
Minnesota
$12K – – –
SCA
1329
Stonebridge Capital Advisors
Minnesota
$12K +$12K +55 New
OAJ
1330
Ogorek Anthony Joseph
New York
$12K +$12K +60 New
IWMA
1331
Ironwood Wealth Management (Arizona)
Arizona
$11K -$11.9K -54 -52%
Fuller & Thaler Asset Management
1332
Fuller & Thaler Asset Management
California
$11K +$11K +53 New
LB
1333
Legacy Bridge
Iowa
$10K – – –
HI
1334
Hudock Inc
Pennsylvania
$9K -$42.3K -207 -82%
MA
1335
MCF Advisors
Kentucky
$8K – – –
RG
1336
Retirement Group
California
$7K -$7.66K -35 -52%
BWM
1337
Baystate Wealth Management
Massachusetts
$7K – – –
NL
1338
NVWM LLC
Pennsylvania
$7K – – –
PP
1339
Pacifica Partners
Canada
$7K – – –
KFS
1340
Kelly Financial Services
Massachusetts
$6.21K +$6.21K +29 New
CI
1341
Cordant Inc
Oregon
$6K – – –
CWA
1342
Core Wealth Advisors
Florida
$6K – – –
LAS
1343
Lloyd Advisory Services
Georgia
$6K – – –
TC
1344
Truvestments Capital
Florida
$6K +$6K +30 New
FPW
1345
Flagship Private Wealth
Massachusetts
$5.24K +$1.75K +8 +50%
LWA
1346
Lenox Wealth Advisors
New York
$5K +$909 +4 +22%
ATC
1347
Adirondack Trust Company
New York
$5K +$5K +24 New
CIM
1348
Contravisory Investment Management
Massachusetts
$4K – – –
RWB
1349
RMR Wealth Builders
New Jersey
$4K – – –
MIM
1350
MTM Investment Management
South Carolina
$4K +$4K +20 New
52 53
54
55 56