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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,109 hedge funds and large institutions have $16.5B invested in Vanguard Small-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 448 increasing their positions, 414 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,109
Holders Change
+10
Holders Change %
+0.91%
% of All Funds
22.44%
Holding in Top 10
106
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.91%
% of All Funds
2.14%
New
70
Increased
448
Reduced
414
Closed
45
Calls
$10M
Puts
$5.83M
Net Calls
+$4.19M
Net Calls Change
+$1.05M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$86.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$81.5M
3
LPL Financial
LPL Financial
California
+$54M
4
MFM
MD Financial Management
Ontario, Canada
+$51M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$33.8M

Top Sellers

1
AA
Acorns Advisers
California
-$363M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$58.1M
3
CIAS
CBIZ Investment Advisory Services
Ohio
-$54.3M
4
EWA
EP Wealth Advisors
California
-$51.3M
5
UBS Group
UBS Group
Switzerland
-$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
501
Apollon Wealth Management
South Carolina
$1.54M -$73.4K -477 -5%
SWM
502
SVA Wealth Management
Wisconsin
$1.53M -$22.4K -146 -1%
KPWS
503
Kestra Private Wealth Services
Texas
$1.53M +$1.53M +9,950 New
Jane Street
504
Jane Street
New York
$1.52M -$2.71M -17,636 -64%
SW
505
SkyOak Wealth
Michigan
$1.52M -$221K -1,438 -13%
MHIC
506
Marble Harbor Investment Counsel
Massachusetts
$1.52M +$154K +1,000 +11%
PFG
507
Pacific Financial Group
Washington
$1.51M +$171K +1,114 +13%
ECA
508
Elevated Capital Advisors
Utah
$1.5M -$55.4K -318 -4%
FPB
509
First PREMIER Bank
South Dakota
$1.49M +$159K +1,033 +12%
RWA
510
Ropes Wealth Advisors
Massachusetts
$1.48M +$222K +1,445 +18%
Wealth Enhancement Advisory Services
511
Wealth Enhancement Advisory Services
Minnesota
$1.48M -$82.6K -495 -5%
RCM
512
Radnor Capital Management
Pennsylvania
$1.47M – – –
CM
513
Columbus Macro
Pennsylvania
$1.47M -$14.9K -97 -1%
FNBOO
514
First National Bank of Omaha
Nebraska
$1.47M – – –
LWM
515
Liberty Wealth Management
California
$1.47M +$12.9K +84 +0.9%
B
516
Barings
North Carolina
$1.46M +$1.46M +9,502 New
ODIJL
517
One Day In July LLC
Vermont
$1.46M +$207K +1,348 +17%
LFG
518
Larson Financial Group
Missouri
$1.46M -$172K -1,116 -11%
ML
519
McAdam LLC
Pennsylvania
$1.44M +$115K +745 +9%
BBHC
520
Brown Brothers Harriman & Co
New York
$1.44M +$110K +713 +8%
FHB
521
First Hawaiian Bank
Hawaii
$1.44M – – –
IFAM
522
Institutional & Family Asset Management
Colorado
$1.43M -$40.3K -262 -3%
EAM
523
Evanson Asset Management
California
$1.43M +$55.8K +363 +4%
CSPIA
524
Cary Street Partners Investment Advisory
Virginia
$1.42M +$420K +2,732 +42%
TFO
525
Tarbox Family Office
California
$1.4M -$94.9K -617 -6%
19 20
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