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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,109 hedge funds and large institutions have $16.5B invested in Vanguard Small-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 448 increasing their positions, 414 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,109
Holders Change
+10
Holders Change %
+0.91%
% of All Funds
22.44%
Holding in Top 10
106
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.91%
% of All Funds
2.14%
New
70
Increased
448
Reduced
414
Closed
45
Calls
$10M
Puts
$5.83M
Net Calls
+$4.19M
Net Calls Change
+$1.05M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.22B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$189M
3
LPL Financial
3
LPL Financial
California
$301M
4
MFM
4
MD Financial Management
Ontario, Canada
$172M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$119M

Top Sellers

1
AA
1
Acorns Advisers
California
$27K
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.87B
3
CIAS
3
CBIZ Investment Advisory Services
Ohio
$54.6M
4
EWA
4
EP Wealth Advisors
California
$17.9M
5
UBS Group
5
UBS Group
Switzerland
$505M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
226
Arete Wealth Advisors
Illinois
$6.19M -$1.24M -7,905 -17%
CFS
227
CRA Financial Services
New Jersey
$6.14M -$205K -1,336 -3%
BCA
228
Bray Capital Advisors
Florida
$6.06M -$5.84K -38 -0.1%
BP
229
Ballentine Partners
Massachusetts
$6.04M -$10.5K -68 -0.2%
BC
230
Bartlett & Co
Ohio
$6.04M +$30.9K +201 +0.5%
BCWM
231
Bartlett & Co Wealth Management
Ohio
$6.04M +$30.9K +201 +0.5%
MWC
232
MBM Wealth Consultants
Missouri
$5.85M +$286K +1,857 +5%
PA
233
Paracle Advisors
Washington
$5.67M -$140K -908 -2%
WFM
234
Wolff Financial Management
Michigan
$5.61M -$89.8K -584 -2%
DWM
235
Doyle Wealth Management
Florida
$5.56M +$1.23M +7,967 +28%
CG
236
Colony Group
Massachusetts
$5.49M -$176K -1,143 -3%
CMO
237
Covenant Multifamily Offices
Texas
$5.49M +$224K +1,458 +4%
FFG
238
Frisch Financial Group
New York
$5.44M -$28.5K -185 -0.5%
JAFL
239
Jay A. Fishman Ltd
Michigan
$5.43M -$3.46M -22,525 -39%
BDF
240
Black Diamond Financial
Maryland
$5.36M -$135K -875 -2%
AWM
241
Aries Wealth Management
Maine
$5.36M +$625K +4,066 +13%
BWM
242
Benchmark Wealth Management
Connecticut
$5.36M -$365K -2,374 -6%
WFA
243
Wellspring Financial Advisors
Ohio
$5.34M -$894K -5,812 -14%
JIC
244
Johnson Investment Counsel
Ohio
$5.32M -$7.69K -50 -0.1%
MWM
245
Merriman Wealth Management
Washington
$5.19M +$57.5K +374 +1%
NIM
246
Northeast Investment Management
Massachusetts
$5.18M +$98K +637 +2%
SPC
247
Sigma Planning Corp
Michigan
$5.18M +$136K +882 +3%
OFS
248
Oldfather Financial Services
Nebraska
$5.16M -$4.62K -28 -0.1%
AllianceBernstein
249
AllianceBernstein
Tennessee
$5.15M +$550K +3,578 +12%
BF
250
BOK Financial
Oklahoma
$5.1M -$452K -2,939 -8%
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