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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 %
EWM
451
Echo Wealth Management
Minnesota
$3.03M +$3.03M +15,553 New
PA
452
Procyon Advisors
Connecticut
$3.03M -$31.3K -161 -1%
BFA
453
Bragg Financial Advisors
North Carolina
$3.02M -$18.5K -95 -0.6%
CA
454
Cetera Advisors
Colorado
$3.02M +$72.2K +371 +2%
LIG
455
Lokken Investment Group
Delaware
$3.01M +$3.01M +15,449 New
RIA
456
Regal Investment Advisors
Michigan
$3.01M +$3.01M +15,435 New
WCFA
457
Walkner Condon Financial Advisors
Wisconsin
$2.98M +$1.02M +5,243 +52%
DWM
458
Dakota Wealth Management
Florida
$2.95M -$17.1K -88 -0.6%
SC
459
Schoolcraft Capital
Colorado
$2.95M -$440K -2,259 -13%
KTC
460
Kistler-Tiffany Companies
Pennsylvania
$2.94M +$75K +385 +3%
ML
461
McAdam LLC
Pennsylvania
$2.94M +$1.02M +5,016 +53%
ACA
462
Affinity Capital Advisors
California
$2.93M +$22K +113 +0.8%
SC
463
Savant Capital
Illinois
$2.92M -$175K -897 -6%
LWA
464
LWS Wealth Advisors
New Jersey
$2.9M -$31.5K -162 -1%
TA
465
Tectonic Advisors
Texas
$2.89M +$2.89M +14,857 New
CWM
466
Cranbrook Wealth Management
Michigan
$2.89M +$43.8K +225 +2%
JFA
467
JNBA Financial Advisors
Minnesota
$2.88M -$155K -797 -5%
IP
468
Investment Partners
Ohio
$2.87M -$4.28K -22 -0.1%
FC
469
Forte Capital
New York
$2.87M +$1.25M +6,433 +78%
WA
470
Waverly Advisors
Alabama
$2.87M -$58.7K -271 -2%
BIM
471
Bridges Investment Management
Nebraska
$2.87M – – –
SB
472
Simmons Bank
Arkansas
$2.86M +$126K +647 +5%
RBC
473
Roble Belko & Company
Pennsylvania
$2.85M +$779 +4 +0%
MAG
474
Mokosak Advisory Group
Iowa
$2.85M +$113K +581 +4%
CWC
475
Carolinas Wealth Consulting
North Carolina
$2.84M +$857K +4,403 +43%
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