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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 %
Nuveen Asset Management
176
Nuveen Asset Management
Illinois
$14.7M +$14.7M +66,000 New
CPIG
177
Chicago Partners Investment Group
Illinois
$14.6M +$247K +1,043 +2%
CAI
178
Capital Advisors Inc
Oklahoma
$14.5M +$63.4K +290 +0.4%
WCWM
179
Wooster Corthell Wealth Management
Connecticut
$14.5M +$291K +1,330 +2%
SA
180
SAM Advisors
California
$14.5M +$14.5M +65,714 New
SG
181
StoneX Group
New York
$14.5M +$785K +3,590 +6%
ETC
182
Exchange Traded Concepts
Oklahoma
$14.4M +$14.4M +65,966 New
AWM
183
Altium Wealth Management
New York
$14.2M +$60.8K +278 +0.4%
BA
184
Bristlecone Advisors
Washington
$14M -$101K -460 -0.7%
PW
185
Peninsula Wealth
California
$14M +$52.3K +239 +0.4%
BFPW
186
BOK Financial Private Wealth
Colorado
$13.8M -$498K -2,276 -3%
BPA
187
Beacon Pointe Advisors
California
$13.5M +$4.59M +20,972 +52%
AA
188
Ancora Advisors
Ohio
$13.4M +$75K +343 +0.6%
MFGP
189
Marshall Financial Group (Pennsylvania)
Pennsylvania
$13.4M -$278K -1,270 -2%
EWM
190
Empirical Wealth Management
Washington
$13.3M +$1.51M +6,925 +13%
HNB
191
Huntington National Bank
Ohio
$13.2M -$62K -223 -0.5%
CB
192
Cadence Bank
Mississippi
$13.1M +$705K +3,223 +6%
HWMG
193
Hurlow Wealth Management Group
Indiana
$13M +$93.2K +426 +0.7%
WTC
194
WhitTier Trust Company
Nevada
$13M – – –
BCM
195
Brookstone Capital Management
Illinois
$13M +$2.08M +9,312 +19%
KCM
196
Kathmere Capital Management
Pennsylvania
$12.8M -$702K -3,208 -5%
V
197
Veritable
Delaware
$12.7M -$119K -543 -0.9%
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
$12.7M +$425K +1,943 +3%
CWAG
199
Compton Wealth Advisory Group
Virginia
$12.6M +$212K +970 +2%
Kovitz Investment Group Partners
200
Kovitz Investment Group Partners
Illinois
$12.2M -$391K -1,787 -3%
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