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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 %
LIM
151
Leavell Investment Management
Alabama
$18.3M +$1.06M +4,831 +6%
DIP
152
DT Investment Partners
Pennsylvania
$18.2M +$670K +3,063 +4%
BAM
153
Barrett Asset Management
New York
$18.2M -$340K -1,553 -2%
SPIA
154
Steward Partners Investment Advisory
New York
$17.8M +$1.7M +7,758 +11%
Cetera Investment Advisers
155
Cetera Investment Advisers
Illinois
$17.7M +$171K +780 +1%
CCM
156
Coldstream Capital Management
Washington
$17.7M +$1.51M +8,517 +9%
MA
157
Montag & Associates
Georgia
$17.5M +$428K +1,959 +3%
VWA
158
Visionary Wealth Advisors
Illinois
$17.5M +$518K +2,371 +3%
BI
159
Ballast Inc
Kentucky
$17.5M +$263K +1,204 +2%
DWM
160
Doyle Wealth Management
Florida
$17.2M +$1.23M +5,633 +8%
EPM
161
Elm Partners Management
Pennsylvania
$16.9M +$1.3M +5,923 +8%
MPW
162
MA Private Wealth
California
$16.9M +$5.86M +26,806 +53%
5L
163
55I LLC
Massachusetts
$16.9M +$980K +4,481 +6%
USCWA
164
U.S. Capital Wealth Advisors
Texas
$16.8M +$16.8M +76,732 New
MCM
165
Maryland Capital Management
Maryland
$16.6M +$337K +1,542 +2%
REMPR
166
Roof Eidam Maycock Peralta (REMP)
California
$16.6M -$234K -1,071 -1%
MC
167
McMorgan & Co
California
$16.4M -$707K -3,234 -4%
WT
168
Whittier Trust
California
$16.4M -$380K -1,738 -2%
Betterment LLC
169
Betterment LLC
New York
$16.3M +$2.62M +11,999 +19%
CW
170
Cabot-Wellington
Massachusetts
$15.9M -$1.13M -5,174 -7%
BAM
171
Berkshire Asset Management
Pennsylvania
$15.9M +$149K +680 +0.9%
PSUF
172
People's United Financial
Connecticut
$15.4M -$27.3K -125 -0.2%
FA
173
Fiducient Advisors
Illinois
$15.2M -$148K -675 -1%
SMA
174
Sage Mountain Advisors
Georgia
$15.2M -$88.3K -404 -0.6%
PA
175
Parallel Advisors
California
$14.9M -$204K -932 -1%
5 6
7
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