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

Top Sellers

1
AA
Acorns Advisers
California
$27K
2
Jones Financial Companies
Jones Financial Companies
Missouri
$1.87B
3
CIAS
CBIZ Investment Advisory Services
Ohio
$54.6M
4
EWA
EP Wealth Advisors
California
$17.9M
5
UBS Group
UBS Group
Switzerland
$505M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECG
326
Edge Capital Group
Georgia
$3.68M -$131K -854 -3%
HFG
327
Heron Financial Group
New York
$3.67M +$138K +862 +4%
Rockefeller Capital Management
328
Rockefeller Capital Management
New York
$3.67M +$519K +3,375 +16%
AGA
329
Arkos Global Advisors
Texas
$3.61M +$231K +1,505 +7%
DAS
330
Dynamic Advisor Solutions
Arizona
$3.6M +$53.7K +349 +2%
CAM
331
Cozad Asset Management
Illinois
$3.57M +$126K +820 +4%
CANC
332
Culbertson A N & Co
Virginia
$3.56M -$123K -800 -3%
CST
333
Charles Schwab Trust
Nevada
$3.47M -$91.1K -592 -3%
QIM
334
Quest Investment Management
Oregon
$3.46M +$496K +3,226 +17%
LFA
335
Landmark Financial Advisors
Kentucky
$3.45M -$373K -2,328 -10%
WA
336
Wealth Alliance
New York
$3.45M +$87.8K +571 +3%
DT
337
Daniels + Tansey
Delaware
$3.43M +$3.43M +22,316 New
RMDI
338
R.M. Davis Inc
Maine
$3.43M -$75.7K -492 -2%
MIM
339
Morningstar Investment Management
Illinois
$3.43M – – –
PFA
340
Pathway Financial Advisors
Vermont
$3.43M -$45.4K -291 -1%
William Blair & Company
341
William Blair & Company
Illinois
$3.4M -$667K -4,339 -16%
NEWAS
342
N.E.W. Advisory Services
Wisconsin
$3.39M -$334K -2,171 -9%
EFSCE
343
Enterprise Financial Services Corp (EFSC)
Missouri
$3.39M +$89.2K +580 +3%
WIC
344
Woodmont Investment Counsel
Tennessee
$3.36M +$453K +2,944 +16%
AWS
345
AJ Wealth Strategies
New York
$3.33M +$163K +1,058 +5%
TCWM
346
Total Clarity Wealth Management
Illinois
$3.32M -$100K -650 -3%
MWA
347
Martel Wealth Advisors
Washington
$3.28M +$122K +791 +4%
RJT
348
Raymond James Trust
Florida
$3.24M +$170K +1,106 +6%
FA
349
FDx Advisors
Illinois
$3.23M -$166K -1,078 -5%
FAAS
350
First Allied Advisory Services
California
$3.22M -$142K -921 -4%
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