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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 %
IC
826
Intersect Capital
California
$678K -$247K -1,270 -27%
BFO
827
Biltmore Family Office
North Carolina
$678K +$97.3K +500 +17%
DACG
828
Donor Advised Charitable Giving
California
$674K +$5.26K +27 +0.8%
F
829
F3Logic
Minnesota
$674K +$19.5K +100 +3%
FBFS
830
First Business Financial Services
Wisconsin
$672K – – –
BCA
831
Bay Colony Advisors
Massachusetts
$667K +$76.7K +394 +13%
AWAP
832
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$663K +$663K +3,405 New
LNWTC
833
Laird Norton Wetherby Trust Company
Washington
$660K +$660K +3,389 New
PWM
834
Perigon Wealth Management
California
$657K +$10.9K +56 +2%
SFG
835
StrategIQ Financial Group
Indiana
$655K – – –
MFA
836
Mayflower Financial Advisors
Massachusetts
$655K +$655K +3,365 New
MPCG
837
Matrix Private Capital Group
New York
$654K +$42.5K +218 +7%
CIA
838
Capital Investment Advisors
Georgia
$651K -$7.2K -37 -1%
FPTW
839
Franklin, Parlapiano, Turner & Welch
Texas
$651K – – –
GWM
840
Geneos Wealth Management
Colorado
$649K +$583K +21,327 +885%
1SB
841
1ST Source Bank
Indiana
$645K +$58.5K +300 +10%
AC
842
Abbrea Capital
California
$638K +$97.4K +500 +18%
GG
843
Gofen & Glossberg
Illinois
$636K – – –
RHBC
844
R.H. Bluestein & Co
Michigan
$630K – – –
NSIM
845
North Star Investment Management
Illinois
$620K +$38.9K +200 +7%
SF
846
Summit Financial
New Jersey
$619K +$298K +1,532 +93%
CFO
847
CVA Family Office
Colorado
$617K +$9.74K +50 +2%
TNB
848
Thomasville National Bank
Georgia
$617K +$18.7K +96 +3%
SWM
849
Stockman Wealth Management
Montana
$617K +$309K +1,585 +100%
ATIA
850
American Trust Investment Advisors
New Hampshire
$616K +$31.9K +164 +5%
32 33
34
35 36