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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 %
WA
151
WBH Advisory
Maryland
$18.9M +$140K +634 +0.7%
CA
152
Clearstead Advisors
Ohio
$18.9M +$583K +2,588 +3%
JIC
153
Joel Isaacson & Co
New York
$18.9M +$759K +3,370 +4%
SWP
154
Stratos Wealth Partners
Ohio
$18.8M +$498K +2,211 +3%
Cetera Investment Advisers
155
Cetera Investment Advisers
Illinois
$18.1M +$1.94M +8,614 +12%
DIP
156
DT Investment Partners
Pennsylvania
$18.1M +$299K +1,326 +2%
BI
157
Ballast Inc
Kentucky
$17.7M +$1.48M +6,552 +9%
SFI
158
SPC Financial Inc
Maryland
$17.7M +$139K +617 +0.8%
MC
159
McMorgan & Co
California
$17.6M +$17.6M +78,310 New
MA
160
Montag & Associates
Georgia
$17.6M +$2.95M +13,112 +20%
CW
161
Cabot-Wellington
Massachusetts
$17.6M -$177K -786 -1%
VWA
162
Visionary Wealth Advisors
Illinois
$17.5M +$4.73M +20,978 +37%
REMPR
163
Roof Eidam Maycock Peralta (REMP)
California
$17.3M +$469K +2,080 +3%
WT
164
Whittier Trust
California
$17.3M -$422K -1,874 -2%
LIM
165
Leavell Investment Management
Alabama
$16.9M – – –
MCM
166
Maryland Capital Management
Maryland
$16.8M -$21K -93 -0.1%
SPIA
167
Steward Partners Investment Advisory
New York
$16.6M +$6M +26,645 +57%
DWM
168
Doyle Wealth Management
Florida
$16.4M +$1.85M +8,228 +13%
5L
169
55I LLC
Massachusetts
$16.4M +$8.33M +36,997 +104%
BAM
170
Berkshire Asset Management
Pennsylvania
$16.2M -$1.33M -5,898 -8%
W
171
Wealthquest
Ohio
$16.1M +$6.73M +29,875 +71%
EPM
172
Elm Partners Management
Pennsylvania
$16.1M -$1.1M -4,889 -6%
GCA
173
Genesee Capital Advisors
New York
$16.1M +$16.1M +71,587 New
IA
174
IAM Advisory
Pennsylvania
$16.1M +$16.1M +71,587 New
PSUF
175
People's United Financial
Connecticut
$15.9M +$614K +2,727 +4%
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