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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 %
EWM
1476
EPG Wealth Management
Georgia
$83K – – –
FWM
1477
Focused Wealth Management
New York
$82K – – –
PCFFS
1478
Pacific Center for Financial Services
California
$81K – – –
TWM
1479
Tradition Wealth Management
Minnesota
$80K – – –
BL
1480
Balentine LLC
Georgia
$79K – – –
KFI
1481
Key Financial Inc
Pennsylvania
$79K +$9.03K +40 +13%
UIA
1482
Ulland Investment Advisors
Minnesota
$79K +$79K +350 New
CA
1483
Crewe Advisors
Utah
$78K +$78K +343 New
AIA
1484
Armor Investment Advisors
North Carolina
$76K -$90.7K -400 -54%
WPA
1485
West Paces Advisors
Georgia
$75.7K +$16.3K +72 +27%
RCM
1486
Regency Capital Management
Hawaii
$74K +$74K +326 New
PC
1487
Pecaut & Co
Iowa
$73K +$49.9K +222 +216%
MWP
1488
MYCIO Wealth Partners
Pennsylvania
$73K +$73K +324 New
CAC
1489
Core Alternative Capital
Georgia
$72K +$72K +319 New
PP
1490
Pacifica Partners
Canada
$70K +$13.1K +59 +23%
ZIG
1491
Zullo Investment Group
Pennsylvania
$70K +$70K +309 New
MW
1492
Milestone Wealth
New York
$67K +$67K +293 New
BWM
1493
BerganKDV Wealth Management
Minnesota
$62K – – –
KPCM
1494
Kings Point Capital Management
New York
$61K +$46.2K +203 +312%
MP
1495
McDonald Partners
Ohio
$60K -$540K -2,391 -90%
ACM
1496
Absolute Capital Management
Pennsylvania
$60K +$60K +266 New
AWM
1497
Atticus Wealth Management
Florida
$59K +$24.9K +110 +73%
1832 Asset Management
1498
1832 Asset Management
Ontario, Canada
$58K – – –
S
1499
Surevest
California
$58K +$58K +255 New
PMFA
1500
Plante Moran Financial Advisors
Michigan
$56K -$88.6K -394 -61%
58 59
60
61 62