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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 %
RFN
1026
RDA Financial Network
Iowa
$318K -$69.4K -356 -18%
EA
1027
Evergreen Advisors
Tennessee
$318K +$19.9K +102 +7%
RRC
1028
Relaxing Retirement Coach
Massachusetts
$316K -$549K -2,816 -63%
NCM
1029
Narwhal Capital Management
Georgia
$316K – – –
ECG
1030
EPIQ Capital Group
California
$315K +$1.36K +7 +0.4%
PAMG
1031
Patton Albertson Miller Group
Tennessee
$314K +$314K +1,449 New
MFWM
1032
Motley Fool Wealth Management
Virginia
$313K -$57.3K -294 -15%
IFG
1033
Investors Financial Group
Minnesota
$312K +$312K +1,604 New
CL
1034
COWA LLC
Oklahoma
$310K +$310K +1,510 New
GIA
1035
Guyasuta Investment Advisors
Pennsylvania
$309K +$309K +1,586 New
BI
1036
Berkeley Inc
Idaho
$308K +$308K +1,584 New
AF
1037
Alerus Financial
North Dakota
$304K – – –
CT
1038
Cambridge Trust
Massachusetts
$303K – – –
SAM
1039
Silvercrest Asset Management
New York
$302K +$33.1K +170 +12%
ACP
1040
Aveo Capital Partners
Colorado
$300K -$804K -4,133 -73%
WA
1041
Wambolt & Associates
Colorado
$299K -$31.5K -162 -10%
PCTC
1042
Perkins Coie Trust Company
Washington
$298K -$63.3K -325 -18%
LSPW
1043
Lake Street Private Wealth
Illinois
$298K +$298K +1,533 New
BAS
1044
Brown Advisory Securities
Maryland
$297K +$297K +1,525 New
BIM
1045
Baldwin Investment Management
Pennsylvania
$296K +$34.4K +177 +13%
MBT
1046
Montecito Bank & Trust
California
$295K +$1.56K +8 +0.5%
WDG
1047
Wealth Dimensions Group
Ohio
$295K +$295K +1,516 New
NCG
1048
Newport Capital Group
New Jersey
$293K +$293K +1,508 New
SXL
1049
Summit X LLC
Missouri
$292K – – –
BMO
1050
Beck Mack & Oliver
New York
$288K – – –
40 41
42
43 44