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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 %
PAIM
1551
Punch & Associates Investment Management
Minnesota
$20K +$10.8K +47 +118%
WFS
1552
Widmann Financial Services
Maryland
$20K +$20K +92 New
TWP
1553
TFO Wealth Partners
Ohio
$20K +$20K +92 New
OCM
1554
Orion Capital Management
California
$19K – – –
TC
1555
Trust Company
Kansas
$19K – – –
WBC
1556
West Branch Capital
Massachusetts
$19K +$16.8K +75 +750%
MFC
1557
Morris Financial Concepts
South Carolina
$19K +$19K +86 New
WWM
1558
Wagner Wealth Management
South Carolina
$18K – – –
AW
1559
Avion Wealth
Texas
$18K – – –
AWA
1560
Aquire Wealth Advisors
Utah
$17K +$17K +74 New
GWM
1561
Grand Wealth Management
Michigan
$17K +$17K +76 New
RPCA
1562
Running Point Capital Advisors
California
$16K -$11.4K -50 -42%
SCA
1563
Stonebridge Capital Advisors
Minnesota
$15K -$6.23K -27 -29%
SFC
1564
SYM Financial Corp
Indiana
$15K -$5.23K -23 -26%
FP
1565
Financial Perspectives
Minnesota
$14.9K – – –
GC
1566
Gould Capital
Washington
$14K +$14K +60 New
BAM
1567
Byrne Asset Management
New Jersey
$14K +$14K +60 New
OAJ
1568
Ogorek Anthony Joseph
New York
$13K – – –
ZC
1569
Zeit Capital
Colorado
$12K – – –
TAIM
1570
TD Ameritrade Investment Management
Nebraska
$12K +$6.44K +29 +116%
OHWP
1571
Oak Harbor Wealth Partners
North Carolina
$12K +$12K +51 New
ODG
1572
O'Dell Group
Ohio
$11K -$688 -3 -6%
LB
1573
Legacy Bridge
Iowa
$11K – – –
AA
1574
Acorns Advisers
California
$11K +$1.8K +8 +20%
SFG
1575
Steward Financial Group
Texas
$11K +$11K +51 New
61 62
63
64 65