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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 %
BWM
1101
BigSur Wealth Management
Florida
$234K – – –
DWA
1102
Douglass Winthrop Advisors
New York
$234K +$234K +1,200 New
SAS
1103
Sanford Advisory Services
Michigan
$231K +$231K +1,185 New
LRPA
1104
L. Roy Papp & Associates
Arizona
$230K +$230K +1,179 New
LC
1105
Lincoln Capital
Nebraska
$230K +$230K +1,181 New
TCWA
1106
Ten Capital Wealth Advisors
Washington
$229K +$229K +1,174 New
HIC
1107
Holderness Investments Company
North Carolina
$229K +$229K +1,174 New
AMIM
1108
Aull & Monroe Investment Management
Alabama
$227K +$227K +1,168 New
SFA
1109
Sequoia Financial Advisors
Ohio
$225K +$225K +1,155 New
IF
1110
Ironwood Financial
Arizona
$222K -$60K -308 -21%
FCBT
1111
First Citizens Bank & Trust
North Carolina
$221K -$74.7K -383 -25%
BOS
1112
Bingham Osborn & Scarborough
California
$219K -$108K -553 -33%
B
1113
Bridgeworth
Alabama
$219K +$219K +1,125 New
JCM
1114
Jacobi Capital Management
Pennsylvania
$218K +$82K +422 +60%
CH
1115
Canton Hathaway
Rhode Island
$217K +$188K +963 +642%
BBA
1116
Braun-Bostich & Associates
Pennsylvania
$216K -$2.52M -12,960 -92%
BCA
1117
Biltmore Capital Advisors
New Jersey
$216K +$216K +1,107 New
TF
1118
TimeScale Financial
Massachusetts
$215K +$33.2K +171 +18%
HCM
1119
Howland Capital Management
Massachusetts
$214K +$214K +1,097 New
NAM
1120
NTV Asset Management
West Virginia
$214K +$214K +1,100 New
CF
1121
Corrigan Financial
Rhode Island
$212K +$212K +1,090 New
LFA
1122
Lighthouse Financial Advisors
Maryland
$212K -$222K -1,140 -51%
HR
1123
Howe & Rusling
New York
$212K -$93.7K -482 -31%
STA
1124
Summit Trail Advisors
New York
$210K +$210K +1,079 New
SFM
1125
Signet Financial Management
New Jersey
$207K +$207K +1,064 New
43 44
45
46 47