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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
+$410M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$82.2M
3
CIAS
CBIZ Investment Advisory Services
Ohio
+$69M
4
CSIA
Charles Schwab Investment Advisory
California
+$63.9M
5
CTC
Central Trust Company
Missouri
+$51M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$93.3M
2
Franklin Resources
Franklin Resources
California
-$67.4M
3
MFM
MD Financial Management
Ontario, Canada
-$51.3M
4
TFA
Trinity Financial Advisors
Ohio
-$42.1M
5
PAG
Private Advisor Group
New Jersey
-$33M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
201
WhitTier Trust Company
Nevada
$13.4M – – –
SIC
202
Salem Investment Counselors
North Carolina
$13.3M +$1.05M +4,632 +9%
HWM
203
HB Wealth Management
Georgia
$13.3M +$13.3M +58,658 New
LWAC
204
Laurel Wealth Advisors (California)
California
$13.2M +$12M +53,252 +1,024%
JW
205
Jenkins Wealth
Colorado
$13M +$13M +62,456 New
V
206
Veritable
Delaware
$13M -$173K -764 -1%
JBA
207
Johnson Bixby & Associates
Washington
$13M +$1.26M +5,554 +11%
AO
208
Advisor OS
Illinois
$12.9M +$1.41M +6,232 +12%
AF
209
Advisornet Financial
Minnesota
$12.6M +$3.37M +14,925 +36%
Nuveen Asset Management
210
Nuveen Asset Management
Illinois
$12.6M -$1.74M -8,000 -12%
Koshinski Asset Management
211
Koshinski Asset Management
Illinois
$12.5M +$1.39M +6,168 +13%
BFA
212
Brown Financial Advisory
Alabama
$12.4M +$166K +734 +1%
DIA
213
Davidson Investment Advisors
Montana
$12.4M +$2.78M +12,302 +29%
FHA
214
Flagship Harbor Advisors
Massachusetts
$12.4M +$1.55M +6,862 +14%
FFG
215
Fullen Financial Group
Ohio
$12.3M +$87.5K +387 +0.7%
WFA
216
West Financial Advisors
Iowa
$12.2M +$428K +1,895 +4%
KCM
217
Kathmere Capital Management
Pennsylvania
$12.1M -$1.07M -4,745 -8%
SRC
218
Sage Rhino Capital
California
$12.1M +$154K +683 +1%
GVAG
219
Great Valley Advisor Group
Delaware
$12.1M +$300K +1,336 +3%
AAP
220
Arax Advisory Partners
Colorado
$12M +$140K +620 +1%
RWI
221
Red Wave Investments
Pennsylvania
$11.9M +$106K +470 +0.9%
RIM
222
Rockbridge Investment Management
New York
$11.9M +$480K +2,123 +4%
SAM
223
SP Asset Management
California
$11.9M +$11.9M +56,395 New
AFS
224
Axiom Financial Strategies
Indiana
$11.8M -$7.77M -34,374 -40%
AI
225
Atria Investments
North Carolina
$11.8M +$363K +1,608 +3%
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