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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 %
RI
776
Ridgewood Investments
New Jersey
$829K – – –
WIA
777
World Investment Advisors
California
$829K +$120K +550 +17%
DP
778
Denver PWM
Colorado
$829K +$829K +4,326 New
MSS
779
Mitchell Sinkler & Starr
Pennsylvania
$828K -$18.5K -95 -2%
RCA
780
Rex Capital Advisors
Rhode Island
$828K – – –
VFA
781
Valeo Financial Advisors
Indiana
$825K +$46K +236 +6%
OWA
782
Outlook Wealth Advisors
Texas
$825K +$189K +971 +30%
FLA
783
Financial Life Advisors
Texas
$819K -$4.08K -21 -0.5%
SWA
784
Sutton Wealth Advisors
Florida
$817K +$6.23K +32 +0.8%
FAT
785
First American Trust
California
$815K +$815K +4,188 New
SEIA
786
Signature Estate & Investment Advisors
California
$812K -$179K -919 -18%
PO
787
Private Ocean
California
$812K +$195 +1 +0%
BWA
788
Burt Wealth Advisors
Maryland
$811K -$12.5K -64 -2%
NEGWA
789
New England Guild Wealth Advisors
Connecticut
$809K +$148K +763 +22%
GCP
790
Gill Capital Partners
Colorado
$804K +$460K +2,364 +134%
LDB
791
Lee, Danner & Bass
Tennessee
$789K -$51K -262 -6%
DI
792
Disciplined Investments
Oklahoma
$789K +$323K +1,660 +69%
BCP
793
Berkeley Capital Partners
Georgia
$786K -$20K -103 -2%
BFS
794
Bradley Foster & Sargent
Connecticut
$785K +$340K +1,744 +76%
PWW
795
Pettyjohn Wood & White
Virginia
$781K -$47.7K -245 -6%
CSPAM
796
Cary Street Partners Asset Management
Virginia
$779K +$779K +4,002 New
GJIC
797
Gamble Jones Investment Counsel
California
$778K +$107K +550 +16%
TPA
798
Trivium Point Advisory
Connecticut
$774K +$138K +676 +22%
TA
799
TFG Advisers
Michigan
$773K +$65.8K +338 +9%
CWMU
800
Caliber Wealth Management (Utah)
Utah
$773K +$773K +3,971 New
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32
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