VB icon

Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,042 hedge funds and large institutions have $12.4B invested in Vanguard Small-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 432 increasing their positions, 382 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,042
Holders Change
-54
Holders Change %
-4.93%
% of All Funds
23.02%
Holding in Top 10
87
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.25%
% of All Funds
1.92%
New
101
Increased
432
Reduced
382
Closed
139
Calls
$4.22M
Puts
$2.26M
Net Calls
+$1.96M
Net Calls Change
-$3.95M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.26B
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$247M
3
Morgan Stanley
Morgan Stanley
New York
+$121M
4
CSIA
Charles Schwab Investment Advisory
California
+$95.9M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$70.1M

Top Sellers

1
CM
Churchill Management
California
-$170M
2
JFA
Johanson Financial Advisors
California
-$89.7M
3
MRC
Millburn Ridgefield Corp
New York
-$57.8M
4
CCA
Catalyst Capital Advisors
New York
-$57.7M
5
CIAS
CBIZ Investment Advisory Services
Ohio
-$52.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
351
Bank of Montreal
Ontario, Canada
$1.96M -$8.82M -80,779 -82%
SCA
352
STALEY CAPITAL ADVISERS
Pennsylvania
$1.95M +$402K +3,485 +26%
WJWM
353
Williams Jones Wealth Management
New York
$1.94M -$66.2K -573 -3%
Financial Engines Advisors
354
Financial Engines Advisors
California
$1.94M +$1.69M +14,673 +696%
SIS
355
SVB Investment Services
Utah
$1.93M +$1.5M +12,972 +343%
JFA
356
JNBA Financial Advisors
Minnesota
$1.93M -$203K -1,763 -10%
MAM
357
Marquette Asset Management
Minnesota
$1.92M +$24.9K +216 +1%
RMDI
358
R.M. Davis Inc
Maine
$1.86M +$469K +4,067 +34%
CJA
359
C-J Advisory
California
$1.86M -$622K -5,393 -25%
CWAG
360
Compton Wealth Advisory Group
Virginia
$1.84M -$96K -832 -5%
SC
361
Savant Capital
Illinois
$1.83M -$99.7K -863 -5%
FPS
362
Fieldpoint Private Securities
Connecticut
$1.8M +$68.2K +591 +4%
CC
363
Claybrook Capital
Massachusetts
$1.79M – – –
MWM
364
Madison Wealth Management
Ohio
$1.79M +$1.63M +14,087 +998%
VRM
365
Vectors Research Management
New York
$1.79M +$26.4K +229 +2%
BFA
366
Bragg Financial Advisors
North Carolina
$1.78M -$53.2K -461 -3%
BIM
367
Bridges Investment Management
Nebraska
$1.76M +$817K +7,082 +87%
ECG
368
Edge Capital Group
Georgia
$1.76M -$477K -4,132 -21%
SFA
369
Semmax Financial Advisors
North Carolina
$1.75M +$210K +1,818 +14%
SS
370
Simplicity Solutions
Minnesota
$1.74M +$4.73K +41 +0.3%
JWM
371
JFG Wealth Management
Colorado
$1.74M +$215K +1,865 +14%
GCA
372
Gradient Capital Advisors
California
$1.72M +$6.81K +59 +0.4%
PWLP
373
Prio Wealth Limited Partnership
Massachusetts
$1.72M +$1.56M +13,540 +986%
BJL
374
Brighton Jones LLC
Washington
$1.72M +$63.2K +548 +4%
SCM
375
Spreng Capital Management
Ohio
$1.71M -$29.8K -258 -2%
13 14
15
16 17