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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 %
CFFP
126
Center for Financial Planning
Michigan
$23.2M +$1.02M +4,645 +5%
PWMAG
127
Pinnacle Wealth Management Advisory Group
New Jersey
$22.7M +$32.4K +148 +0.1%
DJSG
128
D.J. St. Germain
Massachusetts
$21.9M +$13.6K +62 +0.1%
PP
129
PrairieView Partners
Minnesota
$21.9M +$607K +2,778 +3%
Northern Trust
130
Northern Trust
Illinois
$21.6M +$67.6K +309 +0.3%
MGIA
131
Moneta Group Investment Advisors
Missouri
$21.3M +$1.83M +8,387 +9%
FMWA
132
Forvis Mazars Wealth Advisors
Missouri
$21M +$1.93M +8,821 +10%
RFC
133
Regions Financial Corp
Alabama
$20.9M +$1.53M +6,996 +8%
MWP
134
Moller Wealth Partners
$20.8M +$265K +1,212 +1%
CCM
135
Carlson Capital Management
Minnesota
$20.7M -$362K -1,655 -2%
W
136
Wealthquest
Ohio
$20.6M +$4.94M +22,571 +31%
AWM
137
AE Wealth Management
Kansas
$20.3M +$5.6M +25,613 +38%
PPA
138
Parametric Portfolio Associates
Washington
$20.1M -$53.8K -246 -0.3%
BFA
139
Bluestem Financial Advisors
Illinois
$19.9M +$573K +2,620 +3%
NCM
140
Nelson Capital Management
California
$19.8M +$78.7K +360 +0.4%
CI
141
CX Institutional
Indiana
$19.7M -$99.7K -456 -0.5%
OPS
142
Orion Portfolio Solutions
Nebraska
$19.7M -$607K -2,777 -3%
WA
143
WBH Advisory
Maryland
$19.7M +$897K +4,100 +5%
BP
144
BCK Partners
New York
$19.4M +$646K +2,953 +3%
JIC
145
Joel Isaacson & Co
New York
$19.3M +$922K +4,217 +5%
CCG
146
Chatham Capital Group
Georgia
$19.1M +$621K +2,838 +3%
AFS
147
Axiom Financial Strategies
Indiana
$19M -$4.17M -19,050 -18%
SWP
148
Stratos Wealth Partners
Ohio
$18.8M +$528K +2,413 +3%
EC
149
Estate Counselors
Wisconsin
$18.6M -$8.4M -38,625 -31%
CA
150
Clearstead Advisors
Ohio
$18.4M +$51.6K +236 +0.3%
4 5
6
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