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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 %
SWM
926
Soundmark Wealth Management
Washington
$461K +$461K +2,367 New
Fisher Asset Management
927
Fisher Asset Management
Washington
$457K +$457K +2,350 New
NWS
928
Newport Wealth Strategies
California
$449K – – –
HIA
929
Harbor Investment Advisory
Maryland
$444K +$83K +426 +23%
HWA
930
Heritage Wealth Advisors
Virginia
$439K – – –
ECM
931
EagleClaw Capital Management
Massachusetts
$438K – – –
FRA
932
Front Row Advisors
California
$438K – – –
CAM
933
Carret Asset Management
New York
$428K -$97.3K -500 -19%
MWA
934
Moser Wealth Advisors
Washington
$428K -$6.81K -35 -2%
OC
935
Oakworth Capital
Alabama
$427K – – –
LWM
936
Lyell Wealth Management
California
$426K +$426K +2,188 New
ICP
937
Interchange Capital Partners
Pennsylvania
$425K +$425K +2,188 New
SBH
938
Segall Bryant & Hamill
Illinois
$423K -$195 -1 -0%
CFC
939
Coyle Financial Counsel
Illinois
$422K -$19.1K -98 -4%
CTA
940
Colonial Trust Advisors
South Carolina
$420K +$420K +2,157 New
PFGIA
941
Patriot Financial Group Insurance Agency
Massachusetts
$419K +$162K +830 +63%
WAM
942
WNY Asset Management
New York
$419K +$419K +2,131 New
TC
943
Toews Corporation
New Jersey
$418K -$2.92K -15 -0.7%
BDFN
944
Bond & Devick Financial Network
Minnesota
$418K +$418K +2,148 New
LGA
945
Lebenthal Global Advisors
New York
$418K +$418K +2,150 New
NPF
946
Norris Perne & French
Michigan
$416K – – –
SPA
947
Sentinel Pension Advisors
Massachusetts
$413K -$22.8K -117 -5%
HGWM
948
Harvest Group Wealth Management
Massachusetts
$412K +$1.95K +10 +0.5%
BFM
949
Boston Financial Management
Massachusetts
$412K +$5.84K +30 +1%
ACM
950
Armbruster Capital Management
New York
$411K +$89.6K +460 +28%
36 37
38
39 40