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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 %
RC
901
RegentAtlantic Capital
New Jersey
$258K +$258K +1,679 New
AWA
902
Arkadios Wealth Advisors
Georgia
$257K +$87.8K +530 +52%
SCA
903
Strategic Capital Advisers
Colorado
$255K -$10.8K -70 -4%
BC
904
Burney Company
Virginia
$254K -$28.5K -185 -10%
ACM
905
Armbruster Capital Management
New York
$254K – – –
DE
906
Day & Ennis
Georgia
$254K +$461 +3 +0.2%
FANJ
907
Financial Architects (New Jersey)
New Jersey
$254K +$72.2K +470 +40%
SF
908
Summit Financial
New Jersey
$254K +$12.2K +79 +5%
NCM
909
Narwhal Capital Management
Georgia
$250K +$250K +1,625 New
JSL
910
JT Stratford LLC
Georgia
$249K -$44.1K -281 -15%
ECG
911
EPIQ Capital Group
California
$248K +$924 +6 +0.4%
MWM
912
Modera Wealth Management
New Jersey
$248K +$248K +1,610 New
NRI
913
NFP Retirement Inc
California
$244K -$26.5K -172 -10%
SWM
914
Stockman Wealth Management
Montana
$243K -$54.5K -355 -18%
HR
915
Howe & Rusling
New York
$242K +$72.2K +469 +43%
BFA
916
Beacon Financial Advisory
Ohio
$241K +$241K +1,572 New
AF
917
Alerus Financial
North Dakota
$240K – – –
WIM
918
Westside Investment Management
California
$240K -$2.32K -91 -1%
CT
919
Cambridge Trust
Massachusetts
$239K +$239K +1,555 New
HT
920
Heritage Trust
Oklahoma
$238K +$14.9K +97 +7%
PWA
921
Physician Wealth Advisors
Utah
$236K -$5.27K -33 -2%
EA
922
Evergreen Advisors
Tennessee
$236K +$308 +2 +0.1%
FCBT
923
First Citizens Bank & Trust
North Carolina
$233K -$99.1K -645 -30%
MBT
924
Montecito Bank & Trust
California
$232K -$7.7K -50 -3%
HH
925
HWG Holdings
Texas
$232K -$2.61K -17 -1%
35 36
37
38 39