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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 %
JFA
676
Johanson Financial Advisors
California
$720K -$21.8K -136 -3%
SG
677
Somerset Group
Minnesota
$719K – – –
FA
678
Forefront Analytics
Pennsylvania
$719K +$252K +1,641 +54%
KF
679
Krilogy Financial
Missouri
$713K -$777K -5,051 -52%
DSA
680
Droms Strauss Advisors
Missouri
$712K -$137K -892 -16%
JPLA
681
Joseph P. Lucia & Associates
New York
$710K -$109K -710 -13%
5L
682
55I LLC
Massachusetts
$706K -$1.96M -12,749 -74%
Neuberger Berman Group
683
Neuberger Berman Group
New York
$705K -$14.6K -95 -2%
HAS
684
HBW Advisory Services
California
$704K +$704K +4,577 New
CCA
685
Cobblestone Capital Advisors
New York
$701K -$50K -325 -7%
MWP
686
Meridian Wealth Partners
Pennsylvania
$698K +$178K +1,157 +34%
AFA
687
Atlanta Financial Associates
Georgia
$696K +$148K +964 +27%
TI
688
tru Independence
Oregon
$694K +$694K +4,514 New
TA
689
Tiedemann Advisors
New York
$691K -$7.69K -50 -1%
WB
690
WesBanco Bank
West Virginia
$687K -$1.44M -9,376 -68%
RRC
691
Relaxing Retirement Coach
Massachusetts
$684K +$341K +2,213 +99%
SYBT
692
Stock Yards Bank & Trust
Kentucky
$682K +$3.85K +25 +0.6%
SDWMA
693
Schneider Downs Wealth Management Advisors
Pennsylvania
$682K +$11.4K +74 +2%
SQA
694
Simon Quick Advisors
New Jersey
$672K -$129K -836 -16%
MSS
695
Mitchell Sinkler & Starr
Pennsylvania
$669K +$38.4K +250 +6%
LDB
696
Lee, Danner & Bass
Tennessee
$664K – – –
BOM
697
Bank of Marin
California
$662K – – –
NGA
698
Naples Global Advisors
Florida
$662K +$5.84K +38 +0.9%
KM
699
Kalos Management
Georgia
$660K +$86.2K +499 +15%
XF
700
XML Financial
Maryland
$655K +$66.3K +431 +11%
26 27
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