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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 %
WA
951
WealthTrust Axiom
Pennsylvania
$212K – – –
SAM
952
Silvercrest Asset Management
New York
$212K – – –
HS
953
Horan Securities
United States
$211K -$15.7K -102 -7%
JWM
954
Jeppson Wealth Management
California
$211K +$211K +1,372 New
BIM
955
Baldwin Investment Management
Pennsylvania
$207K -$46K -299 -18%
FIM
956
Fernwood Investment Management
Massachusetts
$205K -$19K -123 -8%
OC
957
Oarsman Capital
Wisconsin
$205K -$17.4K -113 -8%
EWM
958
Elmwood Wealth Management
California
$205K – – –
SNBOSCI
959
Security National Bank of Sioux City Iowa
Iowa
$205K +$205K +1,331 New
VI
960
Vestcor Inc
New Brunswick, Canada
$204K – – –
EP
961
Eudaimonia Partners
Tennessee
$204K +$22.8K +148 +13%
PFGIA
962
Patriot Financial Group Insurance Agency
Massachusetts
$203K +$57.8K +376 +40%
CAM
963
Congress Asset Management
Massachusetts
$202K +$202K +1,315 New
CAM
964
Crestone Asset Management
Colorado
$201K +$201K +1,306 New
SC
965
Searle & Co
Connecticut
$200K +$200K +1,300 New
AIC
966
Archer Investment Corporation
Indiana
$198K -$10.5K -68 -5%
RCM
967
Rain Capital Management
Oregon
$197K – – –
PFSC
968
Peoples Financial Services Corp
Pennsylvania
$186K +$5.23K +34 +3%
BWM
969
BigSur Wealth Management
Florida
$185K -$189K -1,225 -50%
GEA
970
Glen Eagle Advisors
New Jersey
$179K -$1.54K -10 -0.9%
SFSG
971
Stearns Financial Services Group
North Carolina
$177K +$35.6K +231 +25%
FCB
972
First Command Bank
Texas
$171K – – –
FCFS
973
First Command Financial Services
Texas
$171K – – –
BCA
974
Berman Capital Advisors
Georgia
$149K +$308 +2 +0.2%
RE
975
RBC Europe
United Kingdom
$148K – – –
37 38
39
40 41