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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 %
WAP
551
Wealthcare Advisory Partners
Pennsylvania
$2.1M +$779K +4,002 +59%
CFO
552
Collective Family Office
Pennsylvania
$2.05M +$2.05M +10,532 New
BCM
553
BTC Capital Management
Iowa
$2.04M – – –
LWM
554
Liberty Wealth Management
California
$2.04M +$100K +493 +5%
FWCM
555
Ferguson Wellman Capital Management
Oregon
$2.03M -$73K -375 -3%
SCA
556
Snowden Capital Advisors
New York
$2.03M -$27.4K -141 -1%
WFA
557
Wade Financial Advisory
California
$2.02M – – –
EAM
558
Evanson Asset Management
California
$2.02M +$213K +1,095 +12%
HFAS
559
Hummer Financial Advisory Services
Illinois
$2.01M -$331K -1,700 -14%
Cerity Partners
560
Cerity Partners
New York
$2.01M -$28K -144 -1%
FNT
561
First National Trust
Pennsylvania
$2M +$3.12K +16 +0.2%
CTC
562
Central Trust Company
Missouri
$1.98M +$478K +2,456 +32%
PD
563
Planning Directions
Pennsylvania
$1.98M -$42.2K -217 -2%
HPWM
564
Highland Private Wealth Management
Washington
$1.98M -$246K -1,263 -11%
CA
565
Continuum Advisory
Idaho
$1.98M +$2.53K +13 +0.1%
RWA
566
Ropes Wealth Advisors
Massachusetts
$1.97M +$94.4K +485 +5%
MOS
567
MGO One Seven
Ohio
$1.96M +$520K +2,669 +36%
EFS
568
Essex Financial Services
Connecticut
$1.96M +$658K +3,380 +51%
SWM
569
SVA Wealth Management
Wisconsin
$1.94M +$3.89K +20 +0.2%
SW
570
SkyOak Wealth
Michigan
$1.92M -$1.56K -8 -0.1%
VWA
571
V Wealth Advisors
Kansas
$1.91M +$924K +4,748 +94%
MFS
572
McNamara Financial Services
Massachusetts
$1.91M -$10.8K -70 -0.6%
SF
573
Synovus Financial
Georgia
$1.89M +$188K +964 +11%
FHB
574
First Hawaiian Bank
Hawaii
$1.88M +$62.7K +322 +3%
RCM
575
Radnor Capital Management
Pennsylvania
$1.87M – – –
21 22
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