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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 %
SFA
1426
Sequoia Financial Advisors
Ohio
– -$372K -1,649 Closed
BA
1427
BCM Advisors
Louisiana
– -$301K -1,420 Closed
HIC
1428
Holderness Investments Company
North Carolina
– -$318K -1,413 Closed
DWM
1429
Destination Wealth Management
California
– -$307K -1,362 Closed
CCP
1430
Corient Capital Partners
California
– -$282K -1,252 Closed
ICG
1431
InterOcean Capital Group
Tennessee
– -$281K -1,247 Closed
NAG
1432
Northstar Advisory Group
New Jersey
– -$245K -1,087 Closed
RRA
1433
Round Rock Advisors
Connecticut
– -$237K -1,053 Closed
PCIA
1434
Prime Capital Investment Advisors
Kansas
– -$223K -988 Closed
SCM
1435
Southport Capital Management
Tennessee
– -$212K -942 Closed
CWM
1436
Chicago Wealth Management
Illinois
– -$210K -930 Closed
GFS
1437
GYL Financial Synergies
Connecticut
– -$206K -913 Closed
STA
1438
Summit Trail Advisors
New York
– -$205K -910 Closed
PIM
1439
Provident Investment Management
Michigan
– -$203K -900 Closed
BCM
1440
Breiter Capital Management
Florida
– -$203K -900 Closed
NB
1441
NBT Bank
New York
– -$201K -893 Closed
APW
1442
Austin Private Wealth
Texas
– -$201K -891 Closed
PIA
1443
Perennial Investment Advisors
California
– -$200K -887 Closed
FPW
1444
Flagship Private Wealth
Massachusetts
– -$125K -560 Closed
FFG
1445
Ford Financial Group
California
– -$96K -426 Closed
MWP
1446
MYCIO Wealth Partners
Pennsylvania
– -$73K -324 Closed
PSIWM
1447
Paradigm Strategies in Wealth Management
Minnesota
– -$46K -205 Closed
BBL
1448
Beck Bode LLC
Massachusetts
– -$43K -191 Closed
LPWM
1449
Lake Point Wealth Management
Texas
– -$39K -175 Closed
RDWM
1450
Red Door Wealth Management
Tennessee
– -$18K -84 Closed
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