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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
+$185M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$123M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$118M
4
LPL Financial
LPL Financial
California
+$76.3M
5
Bank of America
Bank of America
North Carolina
+$67.7M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$64.9M
2
CIAS
CBIZ Investment Advisory Services
Ohio
-$63.7M
3
Morgan Stanley
Morgan Stanley
New York
-$53.2M
4
SFS
Sowell Financial Services
Arkansas
-$28.9M
5
WL
WIT LLC
District of Columbia
-$28.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$12.6M +$5.27M +23,389 +72%
MNG
202
Manning & Napier Group
New York
$12.6M -$12.5M – –
GVAG
203
Great Valley Advisor Group
Delaware
$12.4M +$7.74M +34,772 +165%
EWM
204
Empirical Wealth Management
Washington
$12.2M +$3.77M +16,716 +45%
APG
205
Abacus Planning Group
South Carolina
$12M +$725K +3,219 +6%
SIC
206
Salem Investment Counselors
North Carolina
$11.9M -$440K -1,955 -4%
BFA
207
Brown Financial Advisory
Alabama
$11.8M +$290K +1,288 +3%
SRC
208
Sage Rhino Capital
California
$11.7M +$660K +2,930 +6%
RWI
209
Red Wave Investments
Pennsylvania
$11.7M +$563K +2,497 +5%
MPW
210
Monterey Private Wealth
California
$11.7M +$282K +1,250 +2%
AAP
211
Arax Advisory Partners
Colorado
$11.7M +$11.7M +51,831 New
AA
212
ALPS Advisors
Colorado
$11.6M – – –
LWAC
213
Laurel Wealth Advisors (California)
California
$11.6M -$90.8K -403 -0.8%
RIM
214
Rockbridge Investment Management
New York
$11.5M +$693K +3,077 +6%
NHC
215
Nicholas Hoffman & Company
Georgia
$11.5M +$435K +1,932 +4%
MPW
216
MA Private Wealth
California
$11.4M +$292K +1,297 +3%
FFG
217
Fullen Financial Group
Ohio
$11.3M +$235K +1,041 +2%
AI
218
Atria Investments
North Carolina
$11.2M +$2.61M +11,592 +30%
HB
219
Homrich & Berg
Georgia
$11.1M +$1.03M +4,578 +10%
CFG
220
Citizens Financial Group
Rhode Island
$11.1M +$686K +3,044 +7%
WFA
221
West Financial Advisors
Iowa
$11M +$1.24M +5,492 +13%
DC
222
DeDora Capital
California
$11M -$522K -2,316 -5%
JBA
223
Johnson Bixby & Associates
Washington
$10.9M +$1.44M +6,612 +15%
BCM
224
Brookstone Capital Management
Illinois
$10.8M +$4.82M +21,784 +81%
FHA
225
Flagship Harbor Advisors
Massachusetts
$10.8M -$420K -1,866 -4%
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