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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,099 hedge funds and large institutions have $15.5B invested in Vanguard Small-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 435 increasing their positions, 400 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
+57
Holders Change %
+5.47%
% of All Funds
22.59%
Holding in Top 10
103
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+18.39%
% of All Funds
2.12%
New
124
Increased
435
Reduced
400
Closed
61
Calls
$7.21M
Puts
$4.07M
Net Calls
+$3.14M
Net Calls Change
+$1.19M

Top Buyers

1
S
SignatureFD
Georgia
+$90M
2
Morgan Stanley
Morgan Stanley
New York
+$60.3M
3
AA
Acorns Advisers
California
+$44.5M
4
BAAM
Baker Avenue Asset Management
California
+$35.7M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$34.4M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$244M
2
Osaic Holdings
Osaic Holdings
Arizona
-$225M
3
Bank of America
Bank of America
North Carolina
-$127M
4
CSIA
Charles Schwab Investment Advisory
California
-$65.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$52.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
351
BSW Wealth Partners
Colorado
$3.08M +$3.08M +21,162 New
VC
352
Vicus Capital
Pennsylvania
$3.08M +$1.11M +7,642 +57%
LFAS
353
Level Four Advisory Services
Texas
$3.07M -$28.5K -195 -0.9%
FSC
354
Full Sail Capital
Oklahoma
$3.03M +$1.43M +9,013 +90%
AWS
355
AJ Wealth Strategies
New York
$3.01M +$2.61M +17,914 +662%
FLPIM
356
F.L. Putnam Investment Management
Massachusetts
$3M -$64.5K -443 -2%
MWA
357
Martel Wealth Advisors
Washington
$2.99M +$146K +1,004 +5%
Rockefeller Capital Management
358
Rockefeller Capital Management
New York
$2.98M +$1.33M +9,097 +80%
FMII
359
Farmers & Merchants Investments Inc
Nebraska
$2.95M -$182K -1,247 -6%
RJT
360
Raymond James Trust
Florida
$2.9M +$60.6K +416 +2%
HFA
361
Hoover Financial Advisors
Pennsylvania
$2.9M -$63.1K -433 -2%
PP
362
PDS Planning
Ohio
$2.86M +$1.18M +8,123 +70%
BRWM
363
B. Riley Wealth Management
Tennessee
$2.83M -$324K -2,226 -10%
SL
364
Systelligence LLC
Minnesota
$2.81M -$4.05M -27,787 -59%
QIM
365
Quest Investment Management
Oregon
$2.81M -$386K -2,652 -12%
WIC
366
Woodmont Investment Counsel
Tennessee
$2.76M +$2.76M +18,922 New
HFS
367
HBC Financial Services
Washington
$2.74M -$73.7K -491 -3%
HR
368
Hardy Reed
Mississippi
$2.73M – – –
CWA
369
Clarity Wealth Advisors
California
$2.73M +$2.73M +18,703 New
MWM
370
Madison Wealth Management
Ohio
$2.7M +$446K +3,060 +20%
MAM
371
Marquette Asset Management
Minnesota
$2.68M +$257K +1,766 +11%
HL
372
HeadInvest LLC
Maine
$2.67M +$138K +946 +5%
BSW
373
Buckingham Strategic Wealth
Missouri
$2.67M -$329K -2,259 -11%
PFM
374
Phillips Financial Management
Indiana
$2.66M +$713K +4,893 +37%
SC
375
Schoolcraft Capital
Colorado
$2.66M -$1.44M -9,908 -35%
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