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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,099 hedge funds and large institutions have $15.5B invested in Vanguard Small-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 435 increasing their positions, 400 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
+57
Holders Change %
+5.47%
% of All Funds
22.59%
Holding in Top 10
103
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+18.39%
% of All Funds
2.12%
New
124
Increased
435
Reduced
400
Closed
61
Calls
$7.21M
Puts
$4.07M
Net Calls
+$3.14M
Net Calls Change
+$1.19M

Top Buyers

1
S
SignatureFD
Georgia
+$90M
2
Morgan Stanley
Morgan Stanley
New York
+$60.3M
3
AA
Acorns Advisers
California
+$44.5M
4
BAAM
Baker Avenue Asset Management
California
+$35.7M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$34.4M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$244M
2
Osaic Holdings
Osaic Holdings
Arizona
-$225M
3
Bank of America
Bank of America
North Carolina
-$127M
4
CSIA
Charles Schwab Investment Advisory
California
-$65.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$52.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
926
Summit Financial
New Jersey
$229K +$229K +1,569 New
FA
927
FCG Advisors
New Jersey
$228K -$64.2K -441 -22%
MBT
928
Montecito Bank & Trust
California
$227K -$75K -514 -25%
AF
929
Alerus Financial
North Dakota
$227K +$227K +1,561 New
UB
930
UMB Bank
Missouri
$226K -$297K -2,031 -57%
ACP
931
Aveo Capital Partners
Colorado
$225K -$838K -5,746 -79%
WEC
932
Winslow Evans & Crocker
Massachusetts
$225K -$73.8K -507 -25%
LNWWM
933
Laird Norton Wetherby Wealth Management
California
$225K +$225K +1,543 New
DCM
934
Donaldson Capital Management
Indiana
$224K -$203K -1,389 -48%
RFA
935
Reilly Financial Advisors
California
$224K – – –
TC
936
TownSquare Capital
Utah
$224K +$224K +1,560 New
HH
937
HWG Holdings
Texas
$223K +$223K +1,527 New
EA
938
Evergreen Advisors
Tennessee
$223K +$223K +1,529 New
RTS
939
Round Table Services
New Jersey
$223K +$223K +1,532 New
SBF
940
Sara-Bay Financial
Florida
$223K +$223K +1,533 New
HKAM
941
Horizon Kinetics Asset Management
New York
$221K -$102K -697 -32%
DDC
942
DF Dent & Co
Maryland
$221K +$221K +1,515 New
WIM
943
Westside Investment Management
California
$220K -$4.08K -176 -2%
PB
944
Pinnacle Bancorp
Nebraska
$218K +$62K +425 +40%
LWCFA
945
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$216K – – –
BMO
946
Beck Mack & Oliver
New York
$216K +$216K +1,480 New
HS
947
Horan Securities
United States
$215K -$47.5K -326 -18%
EW
948
Evoke Wealth
California
$215K +$5.1K +35 +2%
RG
949
Rikoon Group
New Mexico
$215K +$215K +1,476 New
FIM
950
Fernwood Investment Management
Massachusetts
$212K +$212K +1,453 New
36 37
38
39 40