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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 %
OC
1076
Oarsman Capital
Wisconsin
$259K – – –
EP
1077
Eudaimonia Partners
Tennessee
$259K +$1.17K +6 +0.5%
FCA
1078
FinTrust Capital Advisors
South Carolina
$256K -$196K -1,009 -43%
CAM
1079
Congress Asset Management
Massachusetts
$256K – – –
HT
1080
Heritage Trust
Oklahoma
$255K -$46.8K -240 -16%
CAM
1081
Crestone Asset Management
Colorado
$254K – – –
NP
1082
NorthRock Partners
Minnesota
$253K -$21.4K -110 -8%
SC
1083
Searle & Co
Connecticut
$253K – – –
EWMCB
1084
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$253K +$253K +1,302 New
CAM
1085
Covenant Asset Management
New Jersey
$252K -$19.7K -101 -7%
NF
1086
Nikulski Financial
Iowa
$252K +$252K +1,294 New
AIC
1087
Archer Investment Corporation
Indiana
$251K – – –
IC
1088
Inscription Capital
Texas
$250K +$250K +1,285 New
PWA
1089
Physician Wealth Advisors
Utah
$249K -$65K -306 -21%
FIM
1090
Fernwood Investment Management
Massachusetts
$247K -$11.7K -60 -5%
GEA
1091
Glen Eagle Advisors
New Jersey
$246K +$19.3K +99 +9%
IWP
1092
IAG Wealth Partners
Wisconsin
$244K -$24.3K -125 -9%
MFW
1093
Meristem Family Wealth
Minnesota
$244K +$244K +1,254 New
MWP
1094
Madison Wealth Partners
Wisconsin
$243K +$243K +1,249 New
DWMG
1095
DB Wealth Management Group
California
$242K +$242K +1,241 New
5L
1096
55I LLC
Massachusetts
$240K -$655K -3,360 -73%
MWM
1097
Minot Wealth Management
Massachusetts
$240K +$240K +1,235 New
RM
1098
Resource Management
Louisiana
$239K +$239K +1,230 New
IC
1099
Inverness Counsel
New York
$235K – – –
CS
1100
Cannell & Spears
New York
$235K +$235K +1,205 New
42 43
44
45 46