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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 %
WJWM
501
Williams Jones Wealth Management
New York
$2.69M +$17.9K +92 +0.7%
Franklin Resources
502
Franklin Resources
California
$2.66M +$510K +2,618 +24%
SEI Investments
503
SEI Investments
Pennsylvania
$2.64M +$2.64M +13,568 New
CI
504
Conning Inc
Connecticut
$2.61M +$210K +1,079 +9%
OGC
505
Oak Grove Capital
New Hampshire
$2.58M +$2.58M +13,267 New
SFA
506
Semmax Financial Advisors
North Carolina
$2.54M -$18.1K -93 -0.7%
PBF
507
Petix & Botte Financial
California
$2.53M -$193K -990 -7%
VCM
508
Vivaldi Capital Management
Illinois
$2.53M -$8.96K -46 -0.4%
WIA
509
Wealthstreet Investment Advisors
Texas
$2.51M – – –
GCA
510
Greenwood Capital Associates
South Carolina
$2.49M -$1.3M -6,683 -34%
JWCA
511
J.W. Cole Advisors
Florida
$2.49M -$1.02M -5,213 -29%
GA
512
GoalVest Advisory
New York
$2.48M +$2.48M +12,711 New
BRM
513
Boston Research & Management
Massachusetts
$2.46M -$4.87K -25 -0.2%
CWM
514
Cornerstone Wealth Management
Missouri
$2.46M +$168K +864 +7%
SFA
515
Stewardship Financial Advisors
Georgia
$2.45M +$417K +2,140 +21%
EDRH
516
Edmond de Rothschild Holding
Switzerland
$2.43M +$2.43M +12,500 New
NFP
517
Novak Financial Planning
Maryland
$2.43M +$2.43M +12,497 New
SLT
518
St Louis Trust
Missouri
$2.43M +$11.3K +58 +0.5%
PA
519
PFG Advisors
Arizona
$2.43M +$271K +1,391 +13%
VAM
520
Verity Asset Management
North Carolina
$2.42M +$2.42M +12,412 New
NW
521
NewEdge Wealth
Pennsylvania
$2.4M +$2.4M +12,311 New
Millennium Management
522
Millennium Management
New York
$2.39M +$1.16M +5,937 +94%
OWA
523
Octavia Wealth Advisors
Ohio
$2.38M +$2.38M +12,241 New
TWM
524
TriaGen Wealth Management
California
$2.38M +$2.38M +12,216 New
HAC
525
Harbor Advisory Corp
New Hampshire
$2.37M -$82.8K -425 -3%
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