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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.

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
1
SignatureFD
Georgia
$91M
2
Morgan Stanley
2
Morgan Stanley
New York
$816M
3
AA
3
Acorns Advisers
California
$348M
4
BAAM
4
Baker Avenue Asset Management
California
$36.6M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$203M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.79B
2
Osaic Holdings
2
Osaic Holdings
Arizona
$83.5M
3
Bank of America
3
Bank of America
North Carolina
$2.97B
4
CSIA
4
Charles Schwab Investment Advisory
California
$242M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$83.5M -$225M -1,539,483 -73%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$80.7M +$2.02M +13,881 +3%
Stifel Financial
28
Stifel Financial
Missouri
$79M -$810K -5,556 -1%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$77.8M -$8.03M -55,083 -9%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$77.6M +$14.9M +101,920 +24%
SBSB
31
Sullivan, Bruyette, Speros & Blaney
Virginia
$74.6M +$1.76M +12,075 +2%
MRC
32
Millburn Ridgefield Corp
New York
$73.9M -$29.2M -200,270 -28%
CCA
33
Catalyst Capital Advisors
New York
$73.8M -$29.2M -200,405 -28%
KIM
34
Karpus Investment Management
New York
$69.3M +$1.01M +6,964 +1%
M&T Bank
35
M&T Bank
New York
$66.5M -$8.69M -59,635 -12%
EWA
36
EP Wealth Advisors
California
$65.6M -$37.2M -255,299 -36%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$63.3M +$173K +1,187 +0.3%
RJA
38
Raymond James & Associates
Florida
$56.1M +$2.54M +17,430 +5%
CIBC Private Wealth Group
39
CIBC Private Wealth Group
Georgia
$55.9M -$28.7M -197,162 -34%
CIAS
40
CBIZ Investment Advisory Services
Ohio
$54.3M -$42.9M – –
PA
41
Pinnacle Associates
New York
$53.9M +$7.77M +53,296 +17%
FSWA
42
Financial Synergies Wealth Advisors
Texas
$53.9M -$5.94M -40,765 -10%
HWA
43
Heartwood Wealth Advisors
Virginia
$53.6M +$3.43M +23,509 +7%
VCP
44
Vista Capital Partners
Oregon
$53M -$384K -2,638 -0.7%
PAG
45
Private Advisor Group
New Jersey
$52M +$7.76M +53,238 +18%
BPB
46
Badgley, Phelps & Bell
Washington
$49.4M +$533K +3,660 +1%
MWM
47
Mission Wealth Management
California
$48.9M +$16.9M +116,195 +53%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$45.7M +$2.05M +14,054 +5%
MA
49
MUFG Americas
New York
$44M -$2.69M -18,433 -6%
PGFC
50
Peapack-Gladstone Financial Corp
New Jersey
$43.1M -$1.32M -9,077 -3%
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