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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
1
Churchill Management
California
$189M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$251M
3
ECM
3
ExodusPoint Capital Management
New York
$77.9M
4
PFO
4
Pathstone Family Office
New Jersey
$65.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.18B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$116M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$2.29B
3
Bank of America
3
Bank of America
North Carolina
$4.02B
4
MFM
4
MD Financial Management
Ontario, Canada
$162M
5
CIAS
5
CBIZ Investment Advisory Services
Ohio
$65M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$127M +$28M +143,932 +28%
Osaic Holdings
27
Osaic Holdings
Arizona
$127M +$6.63M +34,026 +6%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$125M +$5.13M +26,373 +4%
Truist Financial
29
Truist Financial
North Carolina
$118M +$6.39M +32,847 +6%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$116M -$124M -636,987 -52%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$115M +$4.47M +22,947 +4%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$109M -$41.2M -211,702 -27%
CIBC Private Wealth Group
33
CIBC Private Wealth Group
Georgia
$105M +$4.35M +22,337 +4%
SBSB
34
Sullivan, Bruyette, Speros & Blaney
Virginia
$97.6M -$222K -1,140 -0.2%
KIM
35
Karpus Investment Management
New York
$91.3M +$3.86M +19,820 +4%
RJA
36
Raymond James & Associates
Florida
$88.2M +$2.53M +13,020 +3%
MWM
37
Mission Wealth Management
California
$87.1M +$9.96M +51,170 +13%
PAG
38
Private Advisor Group
New Jersey
$80.8M +$9.62M +49,422 +14%
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$78.8M +$26.3M +134,908 +50%
M&T Bank
40
M&T Bank
New York
$78.6M -$5.07M -26,035 -6%
ECM
41
ExodusPoint Capital Management
New York
$77.9M +$77.9M +400,000 New
BAAM
42
Baker Avenue Asset Management
California
$73.7M -$2.19M -11,244 -3%
PA
43
Pinnacle Associates
New York
$73.6M +$584K +2,998 +0.8%
HWA
44
Heartwood Wealth Advisors
Virginia
$71.7M +$939K +4,822 +1%
QI
45
QS Investors
New York
$69.2M +$8.01M +41,158 +13%
BPB
46
Badgley, Phelps & Bell
Washington
$68.4M +$1.82M +9,341 +3%
VCP
47
Vista Capital Partners
Oregon
$66M -$4.54M -23,295 -6%
PFO
48
Pathstone Family Office
New Jersey
$65.3M +$65.3M +335,301 +859,746%
CIAS
49
CBIZ Investment Advisory Services
Ohio
$65M -$54.6M – –
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$64M +$4.73M +24,308 +8%
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