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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 %
WOSD
1451
WFA of San Diego
California
$133K -$8.61K -38 -6%
IWP
1452
IAG Wealth Partners
Wisconsin
$127K -$31.4K -139 -20%
EW
1453
Element Wealth
Mississippi
$122K – – –
FFA
1454
Freedman Financial Associates
Massachusetts
$121K – – –
HPC
1455
HM Payson & Co
Maine
$119K – – –
MFA
1456
Morling Financial Advisors
California
$110K +$110K +485 New
TAM
1457
Townsend Asset Management
North Carolina
$109K +$227 +1 +0.2%
FF
1458
FourThought Financial
Florida
$108K – – –
TRCT
1459
Tower Research Capital (TRC)
New York
$106K +$106K +468 New
GFPC
1460
Global Financial Private Client
Florida
$104K – – –
BWL
1461
Bogart Wealth LLC
Virginia
$104K -$5.87K -26 -5%
Kayne Anderson Rudnick Investment Management
1462
Kayne Anderson Rudnick Investment Management
California
$102K – – –
ARIS
1463
Advanced Research Investment Solutions
California
$99K +$11.3K +50 +13%
PPWM
1464
PFG Private Wealth Management
Florida
$98K -$3.43M -15,206 -97%
RE
1465
RBC Europe
United Kingdom
$96K -$130K -574 -57%
WOC
1466
West Oak Capital
California
$94K – – –
LFA
1467
Level Financial Advisors
New York
$94K +$94K +414 New
HWA
1468
HHM Wealth Advisors
Tennessee
$93K – – –
TFP
1469
Tilia Fiduciary Partners
North Carolina
$93K +$93K +412 New
AIM
1470
Arcadia Investment Management
Michigan
$91K – – –
PA
1471
PSI Advisors
Florida
$91K +$226 +1 +0.2%
CT
1472
Clearstead Trust
Maine
$90K – – –
RWA
1473
RGT Wealth Advisors
Texas
$86K +$86K +381 New
FPFS
1474
First Personal Financial Services
North Carolina
$84K -$10.2K -45 -11%
SIC
1475
SJS Investment Consulting
Ohio
$84K +$84K +371 New
57 58
59
60 61