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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,099 hedge funds and large institutions have $15.5B invested in Vanguard Small-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 435 increasing their positions, 400 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
+57
Holders Change %
+5.47%
% of All Funds
22.59%
Holding in Top 10
103
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+18.39%
% of All Funds
2.12%
New
124
Increased
435
Reduced
400
Closed
61
Calls
$7.21M
Puts
$4.07M
Net Calls
+$3.14M
Net Calls Change
+$1.19M

Top Buyers

1
S
SignatureFD
Georgia
+$90M
2
Morgan Stanley
Morgan Stanley
New York
+$60.3M
3
AA
Acorns Advisers
California
+$44.5M
4
BAAM
Baker Avenue Asset Management
California
+$35.7M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$34.4M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$244M
2
Osaic Holdings
Osaic Holdings
Arizona
-$225M
3
Bank of America
Bank of America
North Carolina
-$127M
4
CSIA
Charles Schwab Investment Advisory
California
-$65.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$52.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
226
Bartlett & Co Wealth Management
Ohio
$5.7M -$703K -4,823 -11%
BC
227
Bartlett & Co
Ohio
$5.7M -$703K -4,823 -11%
Betterment LLC
228
Betterment LLC
New York
$5.66M -$1.27M -8,725 -18%
HHRDM
229
H&H Retirement Design & Management
Nevada
$5.62M -$54.1K -371 -1%
RPG
230
Resource Planning Group
Georgia
$5.61M +$1.97M +13,620 +54%
PCG
231
Private Capital Group
Connecticut
$5.6M -$339K -2,325 -6%
KP
232
Keel Point
Alabama
$5.55M -$4.81M -32,982 -46%
PA
233
Paracle Advisors
Washington
$5.51M -$3.22M -22,110 -37%
BWM
234
Benchmark Wealth Management
Connecticut
$5.43M -$22.7K -156 -0.4%
WFM
235
Wolff Financial Management
Michigan
$5.4M +$163K +1,120 +3%
CG
236
Colony Group
Massachusetts
$5.36M +$2.11M +14,447 +65%
MWC
237
MBM Wealth Consultants
Missouri
$5.27M +$272K +1,866 +5%
BF
238
BOK Financial
Oklahoma
$5.26M +$606K +4,157 +13%
BAM
239
Baldrige Asset Management
Pennsylvania
$5.25M +$889K +6,099 +20%
BDF
240
Black Diamond Financial
Maryland
$5.21M -$418K -2,867 -7%
FFG
241
Frisch Financial Group
New York
$5.19M -$43.7K -300 -0.8%
FNC
242
First National Corp
Massachusetts
$5.16M +$878K +6,026 +21%
JIC
243
Johnson Investment Counsel
Ohio
$5.05M -$4.36M -29,910 -46%
EWM
244
Evercore Wealth Management
New York
$5.01M -$106K -725 -2%
JWM
245
JFG Wealth Management
Colorado
$5M +$2.8M +19,233 +127%
CMO
246
Covenant Multifamily Offices
Texas
$4.98M +$4.14M +28,394 +489%
MWM
247
Merriman Wealth Management
Washington
$4.86M +$4.86M +33,356 New
OC
248
Oppenheimer & Co
New York
$4.83M +$1.41M +9,668 +41%
HWM
249
Howard Wealth Management
Connecticut
$4.82M +$389K +2,668 +9%
NIM
250
Northeast Investment Management
Massachusetts
$4.82M -$1.5M -10,291 -24%
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