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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 %
SFP
801
Strategic Financial Partners
Oregon
$380K +$55.7K +382 +17%
DI
802
Disciplined Investments
Oklahoma
$379K +$20.5K +141 +6%
ECM
803
Exchange Capital Management
Michigan
$378K – – –
PWW
804
Pettyjohn Wood & White
Virginia
$376K – – –
KCM
805
Kendall Capital Management
Maryland
$375K – – –
CCA
806
Conservest Capital Advisors
Pennsylvania
$374K – – –
CIA
807
Compass Ion Advisors
Pennsylvania
$373K +$35.4K +243 +10%
BMCM
808
Bryn Mawr Capital Management
Pennsylvania
$368K -$11.1K -76 -3%
SIA
809
Soltis Investment Advisors
Utah
$368K +$5.1K +35 +1%
OSNBOA
810
Old Second National Bank of Aurora
Illinois
$365K -$78.5K -539 -18%
TP
811
Tranquility Partners
Tennessee
$364K -$26.8K -184 -7%
LFG
812
LifePlan Financial Group
Ohio
$364K +$237K +1,625 +187%
GP
813
Girard Partners
Pennsylvania
$363K -$79.4K -545 -18%
MWA
814
Moser Wealth Advisors
Washington
$362K – – –
PWP
815
Personal Wealth Partners
Minnesota
$362K +$362K +2,482 New
SBH
816
Segall Bryant & Hamill
Illinois
$360K -$115K -790 -24%
VBFP
817
Valtinson Bruner Financial Planning
Minnesota
$358K +$14.5K +92 +4%
WP
818
WMS Partners
Maryland
$358K +$358K +2,457 New
BWM
819
BigSur Wealth Management
Florida
$354K – – –
RVPG
820
Relative Value Partners Group
$354K +$875 +6 +0.2%
WPC
821
Waters Parkerson & Co
Louisiana
$353K – – –
ACM
822
Anfield Capital Management
California
$352K – – –
FPCP
823
Fort Point Capital Partners
California
$350K -$39.8K -273 -10%
NWP
824
Northstar Wealth Partners
Connecticut
$350K +$43.6K +300 +14%
RWRC
825
R.W. Roge & Company
New York
$349K -$271K -1,862 -44%
31 32
33
34 35