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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 %
EW
1051
Evoke Wealth
California
$287K – – –
COCM
1052
Charter Oak Capital Management
New Hampshire
$286K +$286K +1,469 New
FA
1053
FC Advisory
Pennsylvania
$285K +$14K +72 +5%
PL
1054
Parthenon LLC
Kentucky
$285K +$285K +1,465 New
VAS
1055
Vestmark Advisory Solutions
Massachusetts
$283K -$195 -1 -0.1%
RF
1056
RHS Financial
California
$283K – – –
RRA
1057
Round Rock Advisors
Connecticut
$283K +$283K +1,457 New
MIM
1058
Marco Investment Management
Georgia
$282K +$282K +1,448 New
ICG
1059
InterOcean Capital Group
Tennessee
$282K +$282K +1,451 New
ACM
1060
Advisors Capital Management
New Jersey
$278K -$188K -969 -40%
PAM
1061
Private Asset Management
California
$278K -$1.76K -9 -0.6%
TCM
1062
Tradewinds Capital Management
Washington
$278K +$200K +1,025 +256%
AA
1063
Argent Advisors
Louisiana
$277K – – –
RCS
1064
Retirement Capital Strategies
California
$276K – – –
FNBOMD
1065
First National Bank of Mount Dora
Florida
$273K – – –
MC
1066
Moors & Cabot
Massachusetts
$273K +$273K +1,409 New
WA
1067
WealthTrust Axiom
Pennsylvania
$269K – – –
JWM
1068
Jeppson Wealth Management
California
$267K – – –
CT
1069
Columbia Trust
Oregon
$267K +$267K +1,375 New
LWCFA
1070
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$266K -$22.4K -115 -8%
NAG
1071
Northstar Advisory Group
New Jersey
$265K +$265K +1,359 New
OPCM
1072
Osborne Partners Capital Management
California
$263K -$9.14K -47 -3%
BWM
1073
BCGM Wealth Management
Indiana
$263K +$263K +1,208 New
DCM
1074
Donaldson Capital Management
Indiana
$262K -$19.9K -102 -7%
HS
1075
Horan Securities
United States
$262K -$5.06K -26 -2%
41 42
43
44 45