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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 %
EWM
851
Evermay Wealth Management
Virginia
$318K -$769 -5 -0.2%
DLCIG
852
D.L. Carlson Investment Group
New Hampshire
$317K – – –
CB
853
Community Bank
New York
$317K – – –
HR
854
Hayden Royal
North Carolina
$314K +$1.23K +8 +0.4%
BUB
855
BBVA USA Bancshares
Texas
$313K – – –
CA
856
Claro Advisors
Massachusetts
$311K -$25K -163 -7%
MG
857
Mather Group
Illinois
$311K +$311K +2,023 New
LOPW
858
Live Oak Private Wealth
North Carolina
$310K – – –
GA
859
Geller Advisors
New York
$308K -$6.16K -40 -2%
RFN
860
RDA Financial Network
Iowa
$306K +$308 +2 +0.1%
WWM
861
Windsor Wealth Management
Indiana
$304K +$13.9K +85 +5%
KWM
862
Kingsview Wealth Management
Oregon
$303K -$1.22M -7,926 -80%
GC
863
Gilbert & Cook
Iowa
$302K – – –
MIC
864
Meridian Investment Counsel
California
$301K -$22.1K -144 -7%
IWA
865
Inspirion Wealth Advisors
Illinois
$300K -$2.46K -16 -0.8%
MIC
866
Means Investment Company
Maine
$298K +$335 +2 +0.1%
FHC
867
First Horizon Corporation
Tennessee
$298K +$298K +1,942 New
FMBTD
868
First Midwest Bank Trust Division
Illinois
$297K -$2.15K -14 -0.7%
1IA
869
1834 Investment Advisors
Wisconsin
$295K – – –
NDSI
870
Newman Dignan & Sheerar Inc
Rhode Island
$294K -$46.1K -300 -14%
BWCS
871
Beirne Wealth Consulting Services
Connecticut
$293K +$1.23K +8 +0.4%
MFWM
872
Motley Fool Wealth Management
Virginia
$292K -$5.53K -36 -2%
FWP
873
FAS Wealth Partners
Kansas
$291K – – –
CT
874
Coastline Trust
Rhode Island
$291K +$770 +5 +0.3%
GIA
875
Gladstone Institutional Advisory
Florida
$290K -$922 -6 -0.3%
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35
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