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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 %
CCG
151
Chatham Capital Group
Georgia
$19.8M +$13.3K +59 +0.1%
DIP
152
DT Investment Partners
Pennsylvania
$19.7M +$853K +3,772 +5%
LIM
153
Leavell Investment Management
Alabama
$19.6M +$670K +2,966 +4%
EC
154
Estate Counselors
Wisconsin
$19.6M +$259K +1,145 +1%
NA
155
NewEdge Advisors
Louisiana
$19.5M +$12.4M +55,017 +177%
VWA
156
Visionary Wealth Advisors
Illinois
$19.2M +$1.07M +4,744 +6%
USCWA
157
U.S. Capital Wealth Advisors
Texas
$18.8M +$1.47M +6,495 +8%
MPW
158
MA Private Wealth
California
$18.8M +$1.32M +5,823 +8%
BI
159
Ballast Inc
Kentucky
$18.7M +$647K +2,861 +4%
SPIA
160
Steward Partners Investment Advisory
New York
$18.6M +$240K +1,061 +1%
DWM
161
Doyle Wealth Management
Florida
$18.4M +$683K +3,023 +4%
Betterment LLC
162
Betterment LLC
New York
$18M +$1.15M +5,082 +7%
MCM
163
Maryland Capital Management
Maryland
$18M +$793K +3,508 +5%
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$17.9M +$4.85M +21,471 +37%
Comerica Bank
165
Comerica Bank
Texas
$17.9M -$19.9M -97,410 -53%
5L
166
55I LLC
Massachusetts
$17.6M +$148K +653 +0.8%
IFPL
167
Investments & Financial Planning LLC
Kentucky
$17.6M +$17.6M +82,967 New
CCM
168
Carlson Capital Management
Minnesota
$17.4M -$3.97M -17,563 -19%
WT
169
Whittier Trust
California
$17M -$4.97K -22 -0%
SG
170
StoneX Group
New York
$16.9M +$1.98M +8,747 +13%
REMPR
171
Roof Eidam Maycock Peralta (REMP)
California
$16.8M -$351K -1,555 -2%
NHC
172
Nicholas Hoffman & Company
Georgia
$16.7M +$5.52M +24,428 +50%
MC
173
McMorgan & Co
California
$16.5M -$485K -2,144 -3%
BAM
174
Berkshire Asset Management
Pennsylvania
$16.5M +$70.5K +312 +0.4%
PW
175
Peninsula Wealth
California
$16.2M +$1.76M +7,781 +12%
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