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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 %
CF
701
Centaurus Financial
California
$1.12M +$108K +557 +11%
JPLA
702
Joseph P. Lucia & Associates
New York
$1.12M +$222K +1,143 +25%
TFA
703
TPG Financial Advisors
Oregon
$1.12M +$132K +677 +13%
MA
704
Mutual Advisors
Nebraska
$1.12M – – –
CWM
705
Circle Wealth Management
New Jersey
$1.12M – – –
Carson Wealth (CWM LLC)
706
Carson Wealth (CWM LLC)
Nebraska
$1.11M – – –
JAG
707
Journey Advisory Group
Kentucky
$1.11M +$1.11M +5,714 New
CSIC
708
Clifford Swan Investment Counsel
California
$1.11M – – –
AF
709
Advisornet Financial
Minnesota
$1.1M -$1.14M -5,856 -51%
TFF
710
The Family Firm
Maryland
$1.1M -$31.8K -155 -3%
MWM
711
Meridian Wealth Management
Kentucky
$1.1M -$380K -1,951 -26%
IBOK
712
Independence Bank of Kentucky
Kentucky
$1.1M -$9.15K -47 -0.8%
PJB
713
Paul John Balson
California
$1.1M +$634K +3,258 +137%
MCM
714
MAI Capital Management
Ohio
$1.09M +$356K +1,828 +48%
CCMD
715
Cypress Capital Management (Delaware)
Delaware
$1.09M -$4.87K -25 -0.4%
AWM
716
Apollon Wealth Management
South Carolina
$1.09M -$861K -4,423 -44%
MAS
717
Madden Advisory Services
Florida
$1.08M -$84.9K -436 -7%
SQA
718
Simon Quick Advisors
New Jersey
$1.08M +$230K +1,183 +27%
AWA
719
Alta Wealth Advisors
Massachusetts
$1.08M +$1.08M +5,545 New
AT
720
Arden Trust
Delaware
$1.07M – – –
CA
721
Capital Advantage
California
$1.07M -$12K -62 -1%
OA
722
Oxbow Advisors
Texas
$1.06M – – –
FI
723
Financial Insights
Washington
$1.05M -$17.9K -92 -2%
MA
724
MONECO Advisors
Connecticut
$1.05M +$236K +1,148 +29%
AWM
725
Avior Wealth Management
Nebraska
$1.05M -$87.4K -449 -8%
27 28
29
30 31