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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 %
PWA
526
Peterson Wealth Advisors
Utah
$1.4M -$6.92K -45 -0.5%
GWMIA
527
Global Wealth Management Investment Advisory
Florida
$1.39M +$7.07K +46 +0.5%
CL
528
CPWM LLC
Washington
$1.38M -$17.1K -111 -1%
AIM
529
Anchor Investment Management
South Carolina
$1.36M +$2.92K +19 +0.2%
TIM
530
Tortoise Investment Management
New York
$1.35M +$67.1K +436 +5%
RC
531
Roundview Capital
New Jersey
$1.34M +$136K +886 +11%
SFPM
532
Sensible Financial Planning & Management
Massachusetts
$1.34M +$210K +1,368 +19%
SF
533
Synovus Financial
Georgia
$1.34M +$191K +1,244 +17%
TC
534
TAP Consulting
Missouri
$1.32M -$352K -2,289 -21%
CFA
535
Cahill Financial Advisors
Minnesota
$1.31M +$615 +4 +0%
KFGK
536
Keystone Financial Group (Kentucky)
Kentucky
$1.3M -$6.92K -45 -0.5%
WI
537
Wintrust Investments
Illinois
$1.29M +$78.4K +510 +6%
DSC
538
Duncker Streett & Co
Missouri
$1.29M +$40.9K +266 +3%
BJL
539
Brighton Jones LLC
Washington
$1.28M +$76.9K +500 +6%
FPCP
540
Fort Point Capital Partners
California
$1.28M +$907K +5,897 +246%
FC
541
Forte Capital
New York
$1.28M +$8.61K +56 +0.7%
AIP
542
Ameritas Investment Partners
Nebraska
$1.28M +$84.4K +549 +7%
FDCDDQ
543
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.27M +$523K +3,398 +70%
ATC
544
Argent Trust Co
Tennessee
$1.27M +$112K +730 +10%
DWT
545
Dorsey & Whitney Trust
South Dakota
$1.27M -$63.5K -413 -5%
LWMM
546
Legacy Wealth Management (Mississippi)
Mississippi
$1.26M – – –
SIS
547
SVB Investment Services
Utah
$1.26M +$7.23K +47 +0.6%
SIAS
548
Shine Investment Advisory Services
Colorado
$1.26M +$2.15K +14 +0.2%
AC
549
Apella Capital
Connecticut
$1.26M +$211K +1,375 +20%
HCC
550
Hirtle Callaghan & Co
Pennsylvania
$1.25M -$92K -598 -7%
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