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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,099 hedge funds and large institutions have $15.5B invested in Vanguard Small-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 435 increasing their positions, 400 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
+57
Holders Change %
+5.47%
% of All Funds
22.59%
Holding in Top 10
103
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+18.39%
% of All Funds
2.12%
New
124
Increased
435
Reduced
400
Closed
61
Calls
$7.21M
Puts
$4.07M
Net Calls
+$3.14M
Net Calls Change
+$1.19M

Top Buyers

1
S
SignatureFD
Georgia
+$90M
2
Morgan Stanley
Morgan Stanley
New York
+$60.3M
3
AA
Acorns Advisers
California
+$44.5M
4
BAAM
Baker Avenue Asset Management
California
+$35.7M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$34.4M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$244M
2
Osaic Holdings
Osaic Holdings
Arizona
-$225M
3
Bank of America
Bank of America
North Carolina
-$127M
4
CSIA
Charles Schwab Investment Advisory
California
-$65.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$52.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
726
BBR Partners
New York
$524K -$145K -995 -22%
KM
727
Kalos Management
Georgia
$521K +$131K +836 +34%
AWM
728
AllSquare Wealth Management
New York
$520K -$5.83K -40 -1%
BWA
729
Beam Wealth Advisors
Louisiana
$519K +$23.1K +157 +5%
AFA
730
Atlanta Financial Associates
Georgia
$519K +$109K +750 +27%
SAM
731
Secure Asset Management
Michigan
$516K +$516K +3,542 New
WIA
732
World Investment Advisors
California
$513K -$336K -2,116 -40%
GJIC
733
Gamble Jones Investment Counsel
California
$512K -$72.9K -500 -12%
GWM
734
Geneos Wealth Management
Colorado
$509K -$59.9K -426 -11%
LP
735
LGL Partners
Pennsylvania
$508K +$1.02K +7 +0.2%
CIA
736
Capital Investment Advisors
Georgia
$506K +$17.3K +119 +4%
FBFS
737
First Business Financial Services
Wisconsin
$503K -$10.9K -75 -2%
FTI
738
Fiduciary Trust International
Massachusetts
$503K – – –
TA
739
TFG Advisers
Michigan
$499K -$5.53K -38 -1%
DACG
740
Donor Advised Charitable Giving
California
$499K +$6.12K +42 +1%
F
741
F3Logic
Minnesota
$497K +$2.03K +14 +0.4%
AA
742
Advisory Alpha
Michigan
$497K +$26.9K +180 +6%
NEGWA
743
New England Guild Wealth Advisors
Connecticut
$495K +$1.17K +8 +0.2%
MWP
744
Meridian Wealth Partners
Pennsylvania
$493K +$57K +391 +13%
ST
745
Sageworth Trust
Pennsylvania
$488K +$32.8K +225 +7%
FPTW
746
Franklin, Parlapiano, Turner & Welch
Texas
$487K – – –
TF
747
Tompkins Financial
New York
$486K -$272K -1,867 -36%
BFO
748
Biltmore Family Office
North Carolina
$486K – – –
PWM
749
Perigon Wealth Management
California
$481K -$47.5K -326 -9%
OWA
750
Outlook Wealth Advisors
Texas
$480K -$93.5K -642 -16%
28 29
30
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