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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 %
CFA
601
Cahill Financial Advisors
Minnesota
$1.68M +$26.3K +135 +2%
CCC
602
Crescent Capital Consulting
Louisiana
$1.66M +$1.66M +8,537 New
BS
603
Boenning & Scattergood
Pennsylvania
$1.65M +$636K +3,269 +63%
1WM
604
1900 Wealth Management
Texas
$1.64M +$1.64M +8,416 New
APSP
605
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.62M -$384K -1,975 -19%
FPCP
606
Fort Point Capital Partners
California
$1.61M -$1.36K -7 -0.1%
CSPIA
607
Cary Street Partners Investment Advisory
Virginia
$1.61M -$189K -969 -10%
ECA
608
Elevated Capital Advisors
Utah
$1.61M -$69.5K -357 -4%
AAM
609
Ameraudi Asset Management
New York
$1.59M +$76.1K +391 +5%
TA
610
Trellis Advisors
Washington
$1.59M +$915K +4,701 +136%
ATC
611
Argent Trust Co
Tennessee
$1.59M -$27.1K -139 -2%
WCF
612
West Coast Financial
California
$1.58M +$283K +1,456 +22%
DC
613
Davenport & Co
Virginia
$1.58M +$96.8K +497 +7%
ODIJL
614
One Day In July LLC
Vermont
$1.57M -$271K -1,394 -15%
Luther King Capital Management (LKCM)
615
Luther King Capital Management (LKCM)
Texas
$1.57M -$1.25M – –
CFA
616
Carroll Financial Associates
North Carolina
$1.57M +$48.8K +251 +3%
TFS
617
Thoroughbred Financial Services
Tennessee
$1.57M +$195K +1,000 +14%
KFGK
618
Keystone Financial Group (Kentucky)
Kentucky
$1.56M -$87.2K -448 -5%
ACM
619
AlphaStar Capital Management
North Carolina
$1.56M +$246K +1,196 +19%
VFG
620
V2 Financial group
Illinois
$1.56M +$1.56M +7,999 New
HCC
621
Hirtle Callaghan & Co
Pennsylvania
$1.55M -$34.3K -176 -2%
MI
622
Moneywise Inc
Virginia
$1.53M -$42.4K -218 -3%
SAM
623
Sawgrass Asset Management
Florida
$1.53M – – –
KA
624
Klingman & Associates
New York
$1.53M – – –
TC
625
TAP Consulting
Missouri
$1.53M -$142K -729 -9%
23 24
25
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