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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
1
Bank of New York Mellon
New York
$790M
2
Wells Fargo
2
Wells Fargo
California
$1.06B
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.59B
4
CSIA
4
Charles Schwab Investment Advisory
California
$383M
5
Franklin Resources
5
Franklin Resources
California
$68.2M

Top Sellers

1
WFS
1
Weitzel Financial Services
Iowa
$1.02M
2
Bank of America
2
Bank of America
North Carolina
$5.3B
3
Creative Planning
3
Creative Planning
Kansas
$390M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$68.2M
5
CIAS
5
CBIZ Investment Advisory Services
Ohio
$65.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
1376
NVWM LLC
Pennsylvania
$7K – – –
RG
1377
Retirement Group
California
$7K +$212 +1 +3%
SSC
1378
Syverson Strege & Co
Iowa
$6K – – –
CWA
1379
Core Wealth Advisors
Florida
$6K – – –
CI
1380
Cordant Inc
Oregon
$6K – – –
ATC
1381
Adirondack Trust Company
New York
$6K – – –
VCM
1382
Vigilant Capital Management
Maine
$5K -$35.2K -176 -88%
AFG
1383
Albion Financial Group
Utah
$5K – – –
BNP Paribas Financial Markets
1384
BNP Paribas Financial Markets
France
$4.81K +$3.5K +16 +267%
LF
1385
Lee Financial
Texas
$4K – – –
CIM
1386
Contravisory Investment Management
Massachusetts
$4K – – –
IRC
1387
Investors Research Corp
Georgia
$4K +$4K +17 New
TAIM
1388
TD Ameritrade Investment Management
Nebraska
$4K +$4K +25 New
LWA
1389
Lenox Wealth Advisors
New York
$3K -$1.4K -7 -32%
LAS
1390
Lloyd Advisory Services
Georgia
$2K -$3.78K -17 -65%
JHCP
1391
Jackson Hole Capital Partners
Oklahoma
$2K – – –
WBC
1392
West Branch Capital
Massachusetts
$2K – – –
FA
1393
Faithward Advisors
Pennsylvania
$1K – – –
SIS
1394
Sound Income Strategies
Florida
$1K – – –
FMP
1395
Financial Management Professionals
Texas
$1K – – –
GIA
1396
Goodwin Investment Advisory
Georgia
$1K +$1K +3 New
JWM
1397
Janiczek Wealth Management
Colorado
$1K +$1K +4 New
BWP
1398
Baldwin Wealth Partners
Massachusetts
$1K +$1K +4 New
VCM
1399
Versant Capital Management
Arizona
$1K +$1K +6 New
BBHC
1400
Brown Brothers Harriman & Co
New York
$671 -$1.27K -5,812 -65%
54 55
56
57 58