VB icon

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 %
CCA
801
Conservest Capital Advisors
Pennsylvania
$395K +$308 +2 +0.1%
BMCM
802
Bryn Mawr Capital Management
Pennsylvania
$388K – – –
SIA
803
Soltis Investment Advisors
Utah
$388K – – –
FWIA
804
Fort Washington Investment Advisors
Ohio
$387K +$24.9K +162 +7%
OSNBOA
805
Old Second National Bank of Aurora
Illinois
$385K – – –
BW
806
Bison Wealth
Georgia
$385K +$38.9K +253 +11%
PWP
807
Personal Wealth Partners
Minnesota
$382K – – –
AA
808
Advisory Alpha
Michigan
$378K -$163K -999 -30%
WP
809
WMS Partners
Maryland
$378K – – –
WPC
810
Waters Parkerson & Co
Louisiana
$378K +$5.84K +38 +2%
GSWM
811
Golden State Wealth Management
California
$377K -$215K -1,396 -36%
SHJ
812
Sharkey, Howes & Javer
Colorado
$376K +$376K +2,443 New
GP
813
Girard Partners
Pennsylvania
$375K -$7.99K -52 -2%
RVPG
814
Relative Value Partners Group
$375K +$1.39K +9 +0.4%
SC
815
Scotia Capital
Ontario, Canada
$374K +$19.7K +128 +6%
ACM
816
Advisors Capital Management
New Jersey
$369K +$14K +91 +4%
DI
817
Disciplined Investments
Oklahoma
$368K -$32.2K -209 -8%
PJB
818
Paul John Balson
California
$365K -$125K -815 -26%
GL
819
Graypoint LLC
New York
$364K – – –
GWM
820
Geneos Wealth Management
Colorado
$363K -$182K -1,206 -33%
SFG
821
SNS Financial Group
Minnesota
$362K +$52.8K +343 +17%
DDC
822
DF Dent & Co
Maryland
$360K +$127K +826 +55%
RMCM
823
Reynders McVeigh Capital Management
Massachusetts
$356K +$4.92K +32 +1%
RWRC
824
R.W. Roge & Company
New York
$355K -$44.4K -266 -11%
SFS
825
Strategic Financial Services
New York
$354K – – –
31 32
33
34 35