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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 %
BFA
201
Brown Financial Advisory
Alabama
$11.9M +$413K +1,889 +4%
FFG
202
Fullen Financial Group
Ohio
$11.9M +$867K +3,946 +8%
HB
203
Homrich & Berg
Georgia
$11.9M +$1.07M +4,900 +10%
SIC
204
Salem Investment Counselors
North Carolina
$11.9M +$272K +1,245 +2%
APG
205
Abacus Planning Group
South Carolina
$11.6M -$5.03K -23 -0%
SRC
206
Sage Rhino Capital
California
$11.5M +$147K +673 +1%
GVAG
207
Great Valley Advisor Group
Delaware
$11.5M -$752K -3,441 -6%
AAP
208
Arax Advisory Partners
Colorado
$11.4M +$115K +524 +1%
RWI
209
Red Wave Investments
Pennsylvania
$11.4M +$103K +472 +0.9%
WFA
210
West Financial Advisors
Iowa
$11.4M +$721K +3,298 +7%
JBA
211
Johnson Bixby & Associates
Washington
$11.3M +$341K +1,558 +3%
HSBC Holdings
212
HSBC Holdings
United Kingdom
$11.3M -$8.44M -38,589 -43%
AA
213
ALPS Advisors
Colorado
$11.2M -$38.5K -176 -0.3%
WF
214
Whelan Financial
California
$11.2M +$11.2M +51,149 New
AO
215
Advisor OS
Illinois
$11.1M -$2.99M -13,657 -21%
RIM
216
Rockbridge Investment Management
New York
$11.1M -$114K -522 -1%
AI
217
Atria Investments
North Carolina
$11.1M +$178K +813 +2%
MFA
218
McClarren Financial Advisors
Pennsylvania
$11M +$929K +4,249 +9%
PPWP
219
Proquility Private Wealth Partners
Nevada
$10.8M +$4.68M +21,411 +76%
FHA
220
Flagship Harbor Advisors
Massachusetts
$10.8M – – –
NHC
221
Nicholas Hoffman & Company
Georgia
$10.8M -$354K -1,620 -3%
Koshinski Asset Management
222
Koshinski Asset Management
Illinois
$10.7M +$3.91M +17,874 +57%
DC
223
DeDora Capital
California
$10.7M +$16.8K +77 +0.2%
DADC
224
D.A. Davidson & Co
Montana
$10.4M +$2.17M +9,911 +26%
MPW
225
Monterey Private Wealth
California
$10.1M -$1.33M -6,017 -12%
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