VB icon

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 %
SPIA
326
Steward Partners Investment Advisory
New York
$5.31M -$673K -3,456 -11%
CP
327
Capital Planning
Washington
$5.31M +$5.31M +27,268 New
CAG
328
Crestwood Advisors Group
Massachusetts
$5.31M -$102K -524 -2%
WFA
329
Wellspring Financial Advisors
Ohio
$5.29M -$1.47M -7,563 -22%
WB
330
Webster Bank
Connecticut
$5.28M -$143K -737 -3%
CPA
331
Clear Perspective Advisors
Illinois
$5.27M +$3.94M +20,241 +296%
FSC
332
Full Sail Capital
Oklahoma
$5.26M -$324K -1,575 -6%
SHGA
333
Sand Hill Global Advisors
California
$5.26M -$855K -4,389 -14%
MWM
334
Mascoma Wealth Management
New Hampshire
$5.23M +$5.23M +26,872 New
BHWM
335
Bay Harbor Wealth Management
Maryland
$5.18M +$127K +652 +3%
SCP
336
Shorepoint Capital Partners
Massachusetts
$5.16M -$127K -652 -2%
QIM
337
Quest Investment Management
Oregon
$5.15M +$766K +3,935 +17%
CIM
338
Cambria Investment Management
California
$5.14M +$5.14M +26,380 New
ABC
339
Associated Banc-Corp
Wisconsin
$5.13M +$89.4K +459 +2%
SC
340
Steph & Co
Wisconsin
$5.12M +$128K +657 +3%
AGA
341
Arkos Global Advisors
Texas
$5.1M +$524K +2,692 +11%
GAM
342
Gemmer Asset Management
California
$5.09M -$205K -1,052 -4%
GSIS
343
Global Strategic Investment Solutions
Arizona
$5.07M -$976K -5,013 -16%
WIC
344
Woodmont Investment Counsel
Tennessee
$5.04M +$783K +4,024 +18%
A
345
AdvicePeriod
California
$5.01M -$108K -557 -2%
William Blair & Company
346
William Blair & Company
Illinois
$5M +$687K +3,531 +16%
HIM
347
HawsGoodwin Investment Management
Tennessee
$4.94M -$4.62M -23,724 -48%
SCA
348
STALEY CAPITAL ADVISERS
Pennsylvania
$4.94M +$146K +748 +3%
PPP
349
Private Portfolio Partners
New Jersey
$4.92M +$69.5K +357 +1%
NA
350
NewEdge Advisors
Louisiana
$4.89M -$313K -1,608 -6%
12 13
14
15 16