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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 %
Neuberger Berman Group
751
Neuberger Berman Group
New York
$916K +$23.2K +119 +3%
FA
752
Forefront Analytics
Pennsylvania
$915K +$4.28K +22 +0.5%
HAS
753
HBW Advisory Services
California
$915K +$24.1K +124 +3%
WEC
754
Winslow Evans & Crocker
Massachusetts
$910K +$626K +3,214 +220%
CIC
755
Carnegie Investment Counsel
Ohio
$902K -$127K -653 -12%
RA
756
Rodgers & Associates
Pennsylvania
$901K +$901K +4,630 New
CIAS
757
Capital Investment Advisory Services
North Carolina
$899K +$108K +553 +14%
JFA
758
Johanson Financial Advisors
California
$898K +$24.3K +125 +3%
TA
759
TrueWealth Advisors
Alabama
$897K +$897K +4,401 New
G
760
Gainplan
Michigan
$896K +$88.2K +453 +11%
DWM
761
Defined Wealth Management
Oregon
$896K +$896K +4,602 New
OFG
762
Oxford Financial Group
Indiana
$885K -$89.7K -461 -9%
DSA
763
Droms Strauss Advisors
Missouri
$885K -$17.5K -90 -2%
CFD
764
Creative Financial Designs
Indiana
$884K +$354K +1,819 +67%
Chevy Chase Trust
765
Chevy Chase Trust
Maryland
$870K -$489K -2,512 -36%
TP
766
Tranquility Partners
Tennessee
$868K +$360K +1,851 +71%
SDWMA
767
Schneider Downs Wealth Management Advisors
Pennsylvania
$863K – – –
XF
768
XML Financial
Maryland
$858K +$28.8K +148 +3%
AFA
769
Atlanta Financial Associates
Georgia
$856K -$25.7K -132 -3%
PIA
770
Pinion Investment Advisors
Kansas
$854K +$223K +1,145 +35%
TCA
771
Transcend Capital Advisors
New Jersey
$853K +$38.4K +197 +5%
NGA
772
Naples Global Advisors
Florida
$847K +$8.76K +45 +1%
DI
773
DFPG Investments
Utah
$844K -$55.9K -274 -6%
BOM
774
Bank of Marin
California
$837K – – –
W
775
WealthStone
Ohio
$834K +$200K +1,026 +31%
29 30
31
32 33