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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 %
NEAM
251
New England Asset Management
Connecticut
$5.06M +$2.83M +18,400 +127%
EWM
252
Evercore Wealth Management
New York
$5.03M -$254K -1,654 -5%
RCAG
253
Rehmann Capital Advisory Group
Michigan
$5.02M +$524K +3,404 +12%
WFPG
254
Waller Financial Planning Group
Ohio
$4.99M -$36.3K -236 -0.7%
OC
255
Oppenheimer & Co
New York
$4.93M -$169K -1,096 -3%
CA
256
Cambridge Advisors
Nebraska
$4.9M – – –
PPFA
257
Provida Pension Fund Administrator
Chile
$4.86M -$257K -1,772 -5%
EWM
258
Endurance Wealth Management
Rhode Island
$4.86M – – –
RPC
259
Rossmore Private Capital
Connecticut
$4.84M +$3.85K +25 +0.1%
SHGA
260
Sand Hill Global Advisors
California
$4.83M -$2.46K -16 -0.1%
NEPWA
261
New England Private Wealth Advisors
Massachusetts
$4.8M +$12.5K +81 +0.3%
NAS
262
Nicolet Advisory Services
Wisconsin
$4.8M -$90.6K -589 -2%
GA
263
Greytown Advisors
Florida
$4.79M +$76.3K +496 +2%
JWM
264
JFG Wealth Management
Colorado
$4.79M -$496K -3,222 -9%
CFGS
265
Concourse Financial Group Securities
Alabama
$4.79M -$72.1K -469 -1%
MIS
266
Morningstar Investment Services
Illinois
$4.78M -$188K -1,225 -4%
GSIS
267
Global Strategic Investment Solutions
Arizona
$4.78M +$176K +1,143 +4%
BG
268
Berry Group
Massachusetts
$4.76M +$106K +686 +2%
SBL
269
Sargent Bickham Lagudis
Colorado
$4.76M -$135K -877 -3%
PCG
270
Private Capital Group
Connecticut
$4.75M -$1.16M -7,563 -20%
KP
271
Keel Point
Alabama
$4.74M -$1.12M -7,260 -19%
SPIA
272
Steward Partners Investment Advisory
New York
$4.73M +$713K +4,633 +18%
AA
273
Ancora Advisors
Ohio
$4.7M +$42K +273 +0.9%
DADC
274
D.A. Davidson & Co
Montana
$4.67M +$12K +78 +0.3%
PFA
275
Paradigm Financial Advisors
Missouri
$4.64M -$7.59M -49,349 -62%
9 10
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