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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
$5.88B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$2.69B
3
CIAS
CBIZ Investment Advisory Services
Ohio
$69M
4
CSIA
Charles Schwab Investment Advisory
California
$460M
5
CTC
Central Trust Company
Missouri
$54.1M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$1B
2
Franklin Resources
Franklin Resources
California
$3.06M
3
MFM
MD Financial Management
Ontario, Canada
$98.6M
4
TFA
Trinity Financial Advisors
Ohio
$6.39M
5
PAG
Private Advisor Group
New Jersey
$98.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
126
Regions Financial Corp
Alabama
$24.5M +$2.87M +12,694 +13%
CFFP
127
Center for Financial Planning
Michigan
$24.3M +$339K +1,500 +1%
EW
128
Emerson Wealth
Michigan
$24.1M -$724K -3,203 -3%
Northern Trust
129
Northern Trust
Illinois
$23.9M +$1.55M +6,857 +7%
IDA
130
Intelligence Driven Advisers
California
$23.7M +$23.7M +115,746 New
WF
131
Whelan Financial
California
$23.5M +$11.9M +52,748 +103%
PP
132
PrairieView Partners
Minnesota
$23.1M +$487K +2,157 +2%
W
133
Wealthquest
Ohio
$23M +$1.74M +7,684 +8%
CAN
134
Cetera Advisor Networks
California
$23M -$3.15M -13,918 -12%
MGIA
135
Moneta Group Investment Advisors
Missouri
$22.9M +$838K +3,710 +4%
AWM
136
AE Wealth Management
Kansas
$22.5M +$1.52M +6,724 +7%
FMWA
137
Forvis Mazars Wealth Advisors
Missouri
$22.5M +$766K +3,391 +4%
DJSG
138
D.J. St. Germain
Massachusetts
$22M -$657K -2,909 -3%
MWP
139
Moller Wealth Partners
$21.4M -$87.2K -386 -0.4%
WA
140
WBH Advisory
Maryland
$21.1M +$826K +3,655 +4%
JIC
141
Joel Isaacson & Co
New York
$20.8M +$857K +3,792 +4%
CI
142
CX Institutional
Indiana
$20.8M +$402K +1,777 +2%
NCM
143
Nelson Capital Management
California
$20.6M +$140K +620 +0.7%
CCM
144
Coldstream Capital Management
Washington
$20.5M -$2.04M -9,018 -9%
BFA
145
Bluestem Financial Advisors
Illinois
$20.4M -$154K -683 -0.8%
SWP
146
Stratos Wealth Partners
Ohio
$20.2M +$772K +3,418 +4%
CA
147
Clearstead Advisors
Ohio
$20.2M +$1.13M +5,003 +6%
OPS
148
Orion Portfolio Solutions
Nebraska
$19.9M -$398K -1,760 -2%
BP
149
BCK Partners
New York
$19.9M -$243K -1,073 -1%
Cetera Investment Advisers
150
Cetera Investment Advisers
Illinois
$19.8M +$1.48M +6,555 +8%
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