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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 %
ST
1326
Spinnaker Trust
Maine
$280K -$3.4K -15 -1%
FNWM
1327
Financial Network Wealth Management
Utah
$277K – – –
HS
1328
Horan Securities
United States
$277K +$277K +1,226 New
LOPW
1329
Live Oak Private Wealth
North Carolina
$275K – – –
PCS
1330
Personal CFO Solutions
New Jersey
$275K +$275K +1,216 New
VW
1331
Vance Wealth
California
$275K +$275K +1,217 New
IAG
1332
Investmark Advisory Group
Connecticut
$275K +$275K +1,218 New
LW
1333
Linscomb Wealth
Texas
$274K -$22.4K -99 -8%
BOPW
1334
Brandywine Oak Private Wealth
Pennsylvania
$273K – – –
BWM
1335
BCGM Wealth Management
Indiana
$273K +$226 +1 +0.1%
BWM
1336
BigSur Wealth Management
Florida
$272K – – –
SBIA
1337
Sheaff Brock Investment Advisors
Indiana
$272K +$22.6K +100 +9%
MWM
1338
Minot Wealth Management
Massachusetts
$271K -$19.2K -85 -7%
AIC
1339
Archer Investment Corporation
Indiana
$269K -$42.3K -187 -14%
BHWM
1340
Bar Harbor Wealth Management
New Hampshire
$267K +$267K +1,182 New
BFA
1341
Beaumont Financial Advisors
Massachusetts
$265K -$207K -916 -44%
DCM
1342
Donaldson Capital Management
Indiana
$265K -$3.16K -14 -1%
PFBT
1343
Parkside Financial Bank & Trust
Missouri
$265K -$678 -3 -0.3%
LAM
1344
LifePro Asset Management
California
$265K +$11.3K +50 +4%
FWM
1345
Fortress Wealth Management
California
$265K +$265K +1,173 New
AMIM
1346
Aull & Monroe Investment Management
Alabama
$264K – – –
GIA
1347
GHP Investment Advisors
Colorado
$262K +$226 +1 +0.1%
CMP
1348
Courage Miller Partners
Virginia
$261K +$7.92K +35 +3%
CC
1349
Cannell & Co
New York
$261K +$261K +1,156 New
BWCS
1350
Beirne Wealth Consulting Services
Connecticut
$259K -$34.9K -154 -12%
52 53
54
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