VB icon

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 %
AP
951
Appleton Partners
Massachusetts
$409K +$44.8K +230 +12%
RB
952
Renasant Bank
Mississippi
$409K +$409K +2,100 New
FHA
953
First Horizon Advisors
Tennessee
$408K -$2.33K -12 -0.6%
AWM
954
AllSquare Wealth Management
New York
$405K -$193K -992 -32%
SNBOSCI
955
Security National Bank of Sioux City Iowa
Iowa
$405K +$146K +750 +56%
RMCM
956
Reynders McVeigh Capital Management
Massachusetts
$403K -$47.7K -245 -11%
EWM
957
Evermay Wealth Management
Virginia
$403K – – –
FWIA
958
Fort Washington Investment Advisors
Ohio
$402K -$87.6K -450 -18%
RWRC
959
R.W. Roge & Company
New York
$401K -$13.8K -71 -3%
DLCIG
960
D.L. Carlson Investment Group
New Hampshire
$401K – – –
PCM
961
Pennsylvania Capital Management
Pennsylvania
$401K +$401K +1,952 New
CB
962
Community Bank
New York
$398K -$3.51K -18 -0.9%
LOPW
963
Live Oak Private Wealth
North Carolina
$395K +$2.53K +13 +0.6%
CFG
964
Cooper Financial Group
California
$395K +$395K +2,030 New
TLFA
965
True Link Financial Advisors
California
$391K +$391K +2,008 New
MMPW
966
Mitchell McLeod Pugh & Williams
Alabama
$390K +$390K +2,004 New
BUB
967
BBVA USA Bancshares
Texas
$389K -$13.4K -69 -3%
GA
968
Geller Advisors
New York
$389K – – –
VNA
969
Valley National Advisers
Pennsylvania
$388K +$42.4K +218 +12%
MIC
970
Means Investment Company
Maine
$387K +$651 +3 +0.2%
CCM
971
Coe Capital Management
Illinois
$384K -$21.4K -110 -5%
FANJ
972
Financial Architects (New Jersey)
New Jersey
$383K +$61K +313 +19%
KWM
973
Kingsview Wealth Management
Oregon
$381K -$2.53K -13 -0.7%
GD
974
Grandfield & Dodd
New York
$380K +$27.3K +140 +8%
FMBTD
975
First Midwest Bank Trust Division
Illinois
$379K +$3.5K +18 +0.9%
37 38
39
40 41