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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 %
WCM
526
Windham Capital Management
Massachusetts
$2.36M – – –
CCA
527
Checchi Capital Advisers
California
$2.35M -$120K -617 -5%
MAM
528
McLean Asset Management
Virginia
$2.35M +$2.35M +12,078 New
KeyBank National Association
529
KeyBank National Association
Ohio
$2.33M +$805K +4,134 +53%
KPWG
530
KFA Private Wealth Group
Virginia
$2.32M +$209K +1,075 +10%
AWA
531
Acorn Wealth Advisors
Michigan
$2.31M +$18.7K +96 +0.8%
EGWAG
532
Elwood & Goetz Wealth Advisory Group
Georgia
$2.31M -$57K -293 -2%
FHC
533
First Heartland Consultants
Missouri
$2.3M -$21.4K -110 -0.9%
FPB
534
First PREMIER Bank
South Dakota
$2.29M +$405K +2,078 +21%
SB
535
Strategic Blueprint
Georgia
$2.28M -$229K -1,176 -9%
FT
536
Fiduciary Trust
Massachusetts
$2.27M -$779 -4 -0%
AA
537
Alesco Advisors
New York
$2.27M -$371K -1,905 -14%
CL
538
CPWM LLC
Washington
$2.26M +$512K +2,630 +29%
PFG
539
PAX Financial Group
Texas
$2.26M -$74.6K -383 -3%
AL
540
Aspiriant LLC
California
$2.24M +$176K +903 +9%
CHA
541
Carmichael Hill & Associates
Maryland
$2.23M -$2.73K -14 -0.1%
SCM
542
SOL Capital Management
Maryland
$2.22M +$158K +810 +8%
LCM
543
Lucas Capital Management
New Jersey
$2.18M +$17.5K +90 +0.8%
FA
544
FDx Advisors
Illinois
$2.18M -$1.91M -9,829 -47%
HTC
545
Haverford Trust Company
Pennsylvania
$2.18M -$39.9K -205 -2%
MHIC
546
Marble Harbor Investment Counsel
Massachusetts
$2.16M +$234K +1,200 +12%
TIAM2
547
Tru Independence Asset Management 2
Oregon
$2.15M +$2.15M +11,063 New
CWM
548
Calamos Wealth Management
Illinois
$2.14M – – –
PCMC
549
Private Capital Management (Colorado)
Colorado
$2.11M +$1.08M +5,573 +106%
FCH
550
Freestone Capital Holdings
Washington
$2.1M +$32.3K +166 +2%
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