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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 %
SWM
1026
Selective Wealth Management
Virginia
$46K – – –
Fuller & Thaler Asset Management
1027
Fuller & Thaler Asset Management
California
$46K +$46K +298 New
APWM
1028
Atlas Private Wealth Management
New York
$44K – – –
BWM
1029
BerganKDV Wealth Management
Minnesota
$42K – – –
APWA
1030
Atlas Private Wealth Advisors
New Jersey
$42K +$152 +1 +0.4%
BWL
1031
Bogart Wealth LLC
Virginia
$39K -$529K -3,483 -93%
RCA
1032
Rowland Carmichael Advisors
Arizona
$39K – – –
HI
1033
Hudock Inc
Pennsylvania
$38K -$1.22K -8 -3%
1832 Asset Management
1034
1832 Asset Management
Ontario, Canada
$38K – – –
LIA
1035
LS Investment Advisors
Michigan
$38K – – –
HFA
1036
HC Financial Advisors
California
$38K – – –
ME
1037
McIlrath & Eck
Washington
$36K – – –
BBPWM
1038
Blue Bell Private Wealth Management
Pennsylvania
$34K – – –
PCWA
1039
Pacific Capital Wealth Advisors
California
$32K +$32K +210 New
CHC
1040
City Holding Co
West Virginia
$31K – – –
AIM
1041
Arcadia Investment Management
Michigan
$31K – – –
PS
1042
Planned Solutions
California
$31K +$31K +204 New
LS
1043
Leelyn Smith
Illinois
$29K +$29K +188 New
AA
1044
Acorns Advisers
California
$27K -$363M -2,390,222 -100%
LGWM
1045
Litman Gregory Wealth Management
California
$25K – – –
MAWCM
1046
Mine & Arao Wealth Creation & Management
California
$24K – – –
BFG
1047
Baron Financial Group
New Jersey
$23.1K +$23.1K +150 New
CH
1048
Canton Hathaway
Rhode Island
$23K – – –
SNT
1049
Security National Trust
West Virginia
$23K – – –
HDIM
1050
Hanson & Doremus Investment Management
Vermont
$22K – – –
40 41
42
43 44