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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,357 hedge funds and large institutions have $25.4B invested in Vanguard Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 600 increasing their positions, 447 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,357
Holders Change
+76
Holders Change %
+5.93%
% of All Funds
23.9%
Holding in Top 10
165
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+9.27%
% of All Funds
2.91%
New
136
Increased
600
Reduced
447
Closed
49
Calls
$16.5M
Puts
$9.02M
Net Calls
+$7.45M
Net Calls Change
-$8.21M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$5.22B
2
Wells Fargo
Wells Fargo
California
$827M
3
LPL Financial
LPL Financial
California
$541M
4
HighTower Advisors
HighTower Advisors
Illinois
$57.1M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$196M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$2.36B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$129M
3
ECM
ExodusPoint Capital Management
New York
$0
4
CIAS
CBIZ Investment Advisory Services
Ohio
$63.7M
5
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
176
Montag & Associates
Georgia
$13.9M -$451K -2,107 -3%
DWM
177
Doyle Wealth Management
Florida
$13.8M +$3.95M +18,469 +40%
PA
178
Parallel Advisors
California
$13.8M +$331K +1,545 +2%
AWM
179
Altium Wealth Management
New York
$13.8M -$70.2K -328 -0.5%
MFGP
180
Marshall Financial Group (Pennsylvania)
Pennsylvania
$13.7M -$195K -910 -1%
BA
181
Bristlecone Advisors
Washington
$13.6M -$166K -774 -1%
PW
182
Peninsula Wealth
California
$13.5M +$56.1K +262 +0.4%
CPIG
183
Chicago Partners Investment Group
Illinois
$13M -$138K -613 -1%
V
184
Veritable
Delaware
$12.8M -$986K -4,606 -7%
WTC
185
WhitTier Trust Company
Nevada
$12.5M – – –
MNG
186
Manning & Napier Group
New York
$12.5M -$11.1M – –
AA
187
Ancora Advisors
Ohio
$12.4M +$2.17M +10,124 +21%
CCM
188
Coldstream Capital Management
Washington
$12.4M -$233K -1,088 -2%
AWM
189
AE Wealth Management
Kansas
$12.2M +$1.49M +6,961 +14%
HWMG
190
Hurlow Wealth Management Group
Indiana
$12.2M -$469K -2,193 -4%
VWA
191
Visionary Wealth Advisors
Illinois
$12.2M -$1.95M -9,100 -14%
Kovitz Investment Group Partners
192
Kovitz Investment Group Partners
Illinois
$11.9M -$878K -4,103 -7%
CB
193
Cadence Bank
Mississippi
$11.9M +$1.48M +6,918 +14%
Betterment LLC
194
Betterment LLC
New York
$11.8M +$1.66M +7,735 +16%
SIC
195
Salem Investment Counselors
North Carolina
$11.8M +$248K +1,159 +2%
SG
196
StoneX Group
New York
$11.7M +$1.43M +6,658 +14%
CWAG
197
Compton Wealth Advisory Group
Virginia
$11.5M +$479K +2,238 +4%
MPW
198
Monterey Private Wealth
California
$11.4M +$1.31M +5,830 +13%
FMC
199
Financial Management Concepts
Florida
$11.3M +$11.3M +52,897 New
LWAC
200
Laurel Wealth Advisors (California)
California
$11.1M -$7.77M -36,275 -41%
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