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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 %
SWM
801
Southern Wealth Management
Texas
$771K +$5.26K +27 +0.7%
FFN
802
Focus Financial Network
Minnesota
$765K +$322K +1,654 +73%
SAM
803
Secure Asset Management
Michigan
$764K +$14.6K +75 +2%
ACS
804
Archford Capital Strategies
Illinois
$763K +$83.3K +409 +12%
KF
805
Krilogy Financial
Missouri
$757K -$145K -746 -16%
ZCM
806
Ziegler Capital Management
Illinois
$757K – – –
AFG
807
Allegheny Financial Group
Pennsylvania
$753K +$753K +3,870 New
CI
808
Chartist Inc
California
$752K -$4.28K -22 -0.6%
WF
809
Welch & Forbes
Massachusetts
$751K – – –
UBV
810
United Bank (Virginia)
Virginia
$751K – – –
CPSAC
811
Chas P. Smith & Associates (CPS)
Florida
$750K – – –
JCM
812
Jag Capital Management
Missouri
$748K -$353K -1,813 -32%
BFA
813
Beacon Financial Advisory
Ohio
$743K +$437K +2,245 +143%
AC
814
Avestar Capital
New York
$740K -$3.12K -16 -0.4%
EFG
815
Everhart Financial Group
Ohio
$736K +$736K +3,784 New
SEP
816
Southland Equity Partners
Missouri
$736K +$736K +3,779 New
ASW
817
Astoria Strategic Wealth
Texas
$730K -$23.9K -123 -3%
SWPG
818
Strategic Wealth Partners Group
Illinois
$728K -$41.1K -211 -5%
LNWWM
819
Laird Norton Wetherby Wealth Management
California
$724K +$433K +2,225 +149%
IRAG
820
Investment Research & Advisory Group
Georgia
$721K +$60K +308 +9%
CCA
821
Cobblestone Capital Advisors
New York
$715K -$172K -885 -19%
BWA
822
Beam Wealth Advisors
Louisiana
$711K +$32.7K +168 +5%
TA
823
Tiedemann Advisors
New York
$699K -$177K -910 -20%
SFG
824
Sovereign Financial Group
Connecticut
$688K +$688K +3,533 New
LP
825
LGL Partners
Pennsylvania
$684K +$3.12K +16 +0.5%
31 32
33
34 35