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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,384 hedge funds and large institutions have $27.6B invested in Vanguard Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 665 increasing their positions, 403 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
+27
Holders Change %
+1.99%
% of All Funds
24.16%
Holding in Top 10
156
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.45%
% of All Funds
2.72%
New
111
Increased
665
Reduced
403
Closed
61
Calls
$10.7M
Puts
$4.12M
Net Calls
+$6.6M
Net Calls Change
-$855K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$501M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$309M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$549M
4
LPL Financial
LPL Financial
California
$646M
5
Bank of America
Bank of America
North Carolina
$5.56B

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$553M
2
CIAS
CBIZ Investment Advisory Services
Ohio
$65.6M
3
Morgan Stanley
Morgan Stanley
New York
$1.29B
4
SFS
Sowell Financial Services
Arkansas
$4.45M
5
WL
WIT LLC
District of Columbia
$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
EHPM
126
Emery Howard Portfolio Management
California
$23.5M +$3.28M +14,543 +16%
PWMAG
127
Pinnacle Wealth Management Advisory Group
New Jersey
$23.3M +$258K +1,145 +1%
IDA
128
Intelligence Driven Advisers
California
$23.1M +$12.4M +55,190 +117%
CFFP
129
Center for Financial Planning
Michigan
$22.8M +$225K +1,000 +1%
EI
130
Ellevest Inc
New York
$22.7M +$2.56M +11,359 +13%
DJSG
131
D.J. St. Germain
Massachusetts
$22.6M -$729K -3,236 -3%
BOH
132
Bank of Hawaii
Hawaii
$22.5M -$11.3K -50 -0.1%
Northern Trust
133
Northern Trust
Illinois
$22.2M +$72.8K +323 +0.3%
PP
134
PrairieView Partners
Minnesota
$22M +$391K +1,734 +2%
CCM
135
Carlson Capital Management
Minnesota
$21.7M -$714K -3,170 -3%
MWP
136
Moller Wealth Partners
$21.2M +$346K +1,538 +2%
OPS
137
Orion Portfolio Solutions
Nebraska
$20.9M +$250K +1,109 +1%
PPA
138
Parametric Portfolio Associates
Washington
$20.8M +$1.17M +5,211 +6%
CCM
139
Coldstream Capital Management
Washington
$20.6M +$7.52M +33,379 +58%
CI
140
CX Institutional
Indiana
$20.4M -$211K -935 -1%
NCM
141
Nelson Capital Management
California
$20.3M +$245K +1,089 +1%
HSBC Holdings
142
HSBC Holdings
United Kingdom
$20.3M -$15.4M -68,414 -43%
Comerica Bank
143
Comerica Bank
Texas
$20.1M +$186K +865 +0.9%
MGIA
144
Moneta Group Investment Advisors
Missouri
$20.1M +$1.57M +6,975 +8%
RFC
145
Regions Financial Corp
Alabama
$19.9M +$847K +3,758 +4%
BFA
146
Bluestem Financial Advisors
Illinois
$19.9M -$2.41M -10,711 -11%
FMWA
147
Forvis Mazars Wealth Advisors
Missouri
$19.6M +$2.51M +11,134 +15%
BP
148
BCK Partners
New York
$19.4M -$172K -763 -0.9%
BAM
149
Barrett Asset Management
New York
$19.1M +$193K +855 +1%
CCG
150
Chatham Capital Group
Georgia
$19M -$2.48K -11 -0%
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