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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 %
WWM
926
Western Wealth Management
Colorado
$231K +$231K +1,503 New
PB
927
Pinnacle Bancorp
Nebraska
$230K – – –
KA
928
Kovack Advisors
Florida
$230K +$7.4K +48 +3%
LNWWM
929
Laird Norton Wetherby Wealth Management
California
$229K -$7.67K -50 -3%
BMO
930
Beck Mack & Oliver
New York
$228K – – –
LWCFA
931
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$228K – – –
RG
932
Rikoon Group
New Mexico
$228K +$770 +5 +0.3%
EW
933
Evoke Wealth
California
$227K – – –
UB
934
UMB Bank
Missouri
$226K – – –
WEC
935
Winslow Evans & Crocker
Massachusetts
$225K -$13.1K -85 -6%
RF
936
RHS Financial
California
$224K – – –
VAS
937
Vestmark Advisory Solutions
Massachusetts
$224K – – –
IF
938
Ironwood Financial
Arizona
$223K – – –
RCS
939
Retirement Capital Strategies
California
$222K -$25.4K -162 -10%
DCM
940
Donaldson Capital Management
Indiana
$222K -$13.5K -88 -6%
PAM
941
Private Asset Management
California
$221K +$221K +1,435 New
DOA
942
D'Orazio & Associates
Virginia
$219K +$14.1K +92 +7%
AA
943
Argent Advisors
Louisiana
$219K +$219K +1,422 New
NP
944
NorthRock Partners
Minnesota
$217K +$217K +1,409 New
FNBOMD
945
First National Bank of Mount Dora
Florida
$216K – – –
OPCM
946
Osborne Partners Capital Management
California
$215K – – –
CAM
947
Covenant Asset Management
New Jersey
$214K – – –
LA
948
LVW Advisors
New York
$214K +$214K +1,389 New
FA
949
FC Advisory
Pennsylvania
$214K +$214K +1,394 New
IWP
950
IAG Wealth Partners
Wisconsin
$212K -$50.8K -330 -19%
36 37
38
39 40