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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 %
HGWM
976
Horst & Graben Wealth Management
Oregon
$378K -$41.1K -211 -10%
IWA
977
Inspirion Wealth Advisors
Illinois
$378K -$2.14K -11 -0.6%
BWCS
978
Beirne Wealth Consulting Services
Connecticut
$372K +$974 +5 +0.3%
MIC
979
Meridian Investment Counsel
California
$371K -$9.73K -50 -3%
WWM
980
Windsor Wealth Management
Indiana
$371K +$8.37K +43 +2%
PB
981
Pinnacle Bancorp
Nebraska
$371K +$80.2K +412 +28%
WFG
982
Wills Financial Group
Virginia
$370K -$610K -3,138 -62%
FWP
983
FAS Wealth Partners
Kansas
$368K – – –
CT
984
Coastline Trust
Rhode Island
$367K -$973 -5 -0.3%
CPFP
985
Clear Perspectives Financial Planning
Ohio
$365K +$365K +1,873 New
TI
986
Truepoint Inc
Ohio
$362K +$362K +1,859 New
CIA
987
Cohen Investment Advisors
New Hampshire
$361K +$361K +1,854 New
WIM
988
Westside Investment Management
California
$361K +$11K +295 +3%
VCM
989
Vision Capital Management
Oregon
$360K – – –
KW
990
KWB Wealth
California
$360K +$360K +1,851 New
KA
991
Kovack Advisors
Florida
$359K +$68.7K +353 +24%
SFO
992
Stokes Family Office
Louisiana
$358K +$16.5K +85 +5%
ACA
993
Atlas Capital Advisors
Wyoming
$357K +$25.7K +132 +8%
SPIO
994
Seven Post Investment Office
California
$356K +$356K +1,829 New
YAL
995
Your Advocates Ltd
Texas
$355K +$257K +1,400 +262%
GAM
996
Griffin Asset Management
New York
$350K -$69.2K -355 -17%
CNB
997
Camden National Bank
Maine
$346K -$975 -5 -0.3%
LL
998
LPWM LLC
Minnesota
$345K +$778 +4 +0.2%
CWM
999
Cabot Wealth Management
Massachusetts
$344K +$344K +1,765 New
TWM
1000
Tolleson Wealth Management
Texas
$343K – – –
38 39
40
41 42