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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 %
SWM
501
SVA Wealth Management
Wisconsin
$1.47M +$90.9K +624 +7%
CA
502
Continuum Advisory
Idaho
$1.47M +$1.74K +12 +0.1%
PGAM
503
Princeton Global Asset Management
New Jersey
$1.46M – – –
AL
504
Aspiriant LLC
California
$1.45M -$72K -494 -5%
PS
505
Portfolio Solutions
Michigan
$1.45M +$124K +853 +9%
ECA
506
Elevated Capital Advisors
Utah
$1.45M +$1.45M +8,936 New
KWM
507
Kingsview Wealth Management
Oregon
$1.44M +$1.18M +8,083 +446%
Wealth Enhancement Advisory Services
508
Wealth Enhancement Advisory Services
Minnesota
$1.42M -$1.42M -9,327 -50%
SG
509
StoneX Group
New York
$1.42M +$617K +4,235 +77%
PRWA
510
Platte River Wealth Advisors
Colorado
$1.41M +$1.41M +9,603 New
TFO
511
Tarbox Family Office
California
$1.41M -$160K -1,100 -10%
KF
512
Krilogy Financial
Missouri
$1.41M +$1.41M +9,685 New
CM
513
Columbus Macro
Pennsylvania
$1.41M -$2.48M -17,052 -64%
SGCA
514
Steel Grove Capital Advisors
Tennessee
$1.41M -$206K -1,415 -13%
IFAM
515
Institutional & Family Asset Management
Colorado
$1.39M +$123K +845 +10%
FNBOO
516
First National Bank of Omaha
Nebraska
$1.39M -$113K -778 -8%
RCM
517
Radnor Capital Management
Pennsylvania
$1.39M -$54.5K -375 -4%
LWM
518
Liberty Wealth Management
California
$1.38M +$289K +1,989 +27%
EWA
519
Exencial Wealth Advisors
Oklahoma
$1.37M +$708K +4,859 +107%
FHB
520
First Hawaiian Bank
Hawaii
$1.36M +$11.9K +82 +0.9%
MOS
521
MGO One Seven
Ohio
$1.36M +$77.5K +532 +6%
SFA
522
Stewardship Financial Advisors
Georgia
$1.36M +$1.28M +8,750 +1,546%
HC
523
HNP Capital
New York
$1.33M -$725K -4,968 -35%
PWA
524
Peterson Wealth Advisors
Utah
$1.33M +$536K +3,679 +68%
CL
525
CPWM LLC
Washington
$1.33M +$832K +5,710 +168%
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