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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 %
MCG
726
McCollum Christoferson Group
New York
$581K -$133K -865 -19%
AMCA
727
Arthur M. Cohen & Associates
Illinois
$567K -$89.4K -581 -14%
TA
728
TFG Advisers
Michigan
$558K +$31.2K +203 +6%
BP
729
BBR Partners
New York
$555K +$2.15K +14 +0.4%
TF
730
Tompkins Financial
New York
$549K +$36.3K +236 +7%
LP
731
LGL Partners
Pennsylvania
$538K +$2K +13 +0.4%
BWA
732
Beam Wealth Advisors
Louisiana
$536K -$5.69K -37 -1%
TA
733
Trellis Advisors
Washington
$533K +$254K +1,651 +91%
FBFS
734
First Business Financial Services
Wisconsin
$531K – – –
GJIC
735
Gamble Jones Investment Counsel
California
$530K -$10.2K -66 -2%
DACG
736
Donor Advised Charitable Giving
California
$528K +$1.23K +8 +0.2%
IRAG
737
Investment Research & Advisory Group
Georgia
$522K -$48.9K -318 -9%
NEGWA
738
New England Guild Wealth Advisors
Connecticut
$522K -$461 -3 -0.1%
CIA
739
Capital Investment Advisors
Georgia
$520K -$13.7K -89 -3%
SFG
740
StrategIQ Financial Group
Indiana
$517K -$59.2K -385 -10%
FPTW
741
Franklin, Parlapiano, Turner & Welch
Texas
$514K – – –
ACS
742
Archford Capital Strategies
Illinois
$513K +$6.3K +41 +1%
PWM
743
Perigon Wealth Management
California
$511K +$3.08K +20 +0.6%
OWA
744
Outlook Wealth Advisors
Texas
$502K -$4.46K -29 -0.9%
GG
745
Gofen & Glossberg
Illinois
$502K -$2.61K -17 -0.5%
W
746
WealthStone
Ohio
$501K -$131K -849 -21%
WIA
747
World Investment Advisors
California
$500K +$3.38K +22 +0.7%
RHBC
748
R.H. Bluestein & Co
Michigan
$498K +$52.3K +340 +12%
MPCG
749
Matrix Private Capital Group
New York
$483K – – –
ST
750
Sageworth Trust
Pennsylvania
$481K -$34.6K -225 -7%
28 29
30
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