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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,281 hedge funds and large institutions have $22B invested in Vanguard Small-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 498 increasing their positions, 395 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,281
Holders Change
+172
Holders Change %
+15.51%
% of All Funds
22.73%
Holding in Top 10
151
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+42.45%
% of All Funds
2.68%
New
230
Increased
498
Reduced
395
Closed
40
Calls
$106M
Puts
$90.2M
Net Calls
+$15.7M
Net Calls Change
+$11.5M

Top Buyers

1
CM
Churchill Management
California
+$189M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$179M
3
ECM
ExodusPoint Capital Management
New York
+$77.9M
4
PFO
Pathstone Family Office
New Jersey
+$65.3M
5
Morgan Stanley
Morgan Stanley
New York
+$54.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$124M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$114M
3
Bank of America
Bank of America
North Carolina
-$59.8M
4
MFM
MD Financial Management
Ontario, Canada
-$55.1M
5
CIAS
CBIZ Investment Advisory Services
Ohio
-$54.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
226
Baldrige Asset Management
Pennsylvania
$8.59M +$606K +3,113 +8%
EC
227
Estate Counselors
Wisconsin
$8.59M -$5.27M -27,050 -38%
HB
228
Homrich & Berg
Georgia
$8.55M +$3.48M +17,854 +68%
AFS
229
Annapolis Financial Services
Maryland
$8.53M +$8.53M +43,804 New
PWM
230
Praetorian Wealth Management
California
$8.49M -$20.2K -104 -0.2%
GWA
231
GGM Wealth Advisors
Maryland
$8.44M +$8.44M +41,035 New
GT
232
Glenview Trust
Kentucky
$8.4M -$168K -865 -2%
APC
233
Asset Planning Corporation
Tennessee
$8.4M +$8.4M +43,158 New
W
234
WealthOne
New York
$8.3M -$356K -1,831 -4%
WFA
235
West Financial Advisors
Iowa
$8.27M +$8.27M +42,485 New
CCM
236
Condor Capital Management
New Jersey
$8.23M +$151K +776 +2%
Lazard Asset Management
237
Lazard Asset Management
New York
$8.15M +$1.56K +8 +0%
CFGF
238
Compass Financial Group (Florida)
Florida
$7.98M -$40.1K -206 -0.5%
MFA
239
McClarren Financial Advisors
Pennsylvania
$7.91M +$7.91M +40,644 New
RPG
240
Resource Planning Group
Georgia
$7.78M -$204K -1,055 -3%
PFA
241
Pure Financial Advisors
California
$7.75M -$313K -1,607 -4%
JBA
242
Johnson Bixby & Associates
Washington
$7.74M +$7.74M +39,740 New
BC
243
Bartlett & Co
Ohio
$7.68M +$35K +180 +0.5%
BCWM
244
Bartlett & Co Wealth Management
Ohio
$7.68M +$35K +180 +0.5%
TWA
245
Tillar-Wenstrup Advisors
Ohio
$7.66M -$1.19M -6,115 -13%
BP
246
Ballentine Partners
Massachusetts
$7.65M – – –
BCA
247
Bray Capital Advisors
Florida
$7.64M -$31.9K -164 -0.4%
CFS
248
CRA Financial Services
New Jersey
$7.62M -$157K -807 -2%
MA
249
Mosaic Advisors
Texas
$7.59M +$7.59M +38,972 New
TCM
250
Twele Capital Management
Minnesota
$7.46M -$1.86M -9,579 -20%
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