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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 %
CYG
1176
Clean Yield Group
Vermont
$72K – – –
PCFFS
1177
Pacific Center for Financial Services
California
$70K – – –
BL
1178
Balentine LLC
Georgia
$68K +$65.9K +340 +3,091%
CPWM
1179
Cypress Point Wealth Management
Texas
$68K +$68K +350 New
OIM
1180
Oder Investment Management
California
$68K +$68K +351 New
TH
1181
TCTC Holdings
Texas
$66K – – –
TWM
1182
Tradition Wealth Management
Minnesota
$66K +$66K +338 New
CWM
1183
Curi Wealth Management
North Carolina
$66K +$66K +340 New
RPWA
1184
Regent Peak Wealth Advisors
Georgia
$65K +$65K +333 New
RA
1185
Reby Advisors
Connecticut
$65K +$65K +335 New
AIA
1186
Armor Investment Advisors
North Carolina
$65K +$65K +335 New
DAC
1187
Dividend Assets Capital
South Carolina
$64K +$5.41K +28 +9%
MWP
1188
MYCIO Wealth Partners
Pennsylvania
$63K – – –
CTB
1189
Country Trust Bank
Illinois
$60K – – –
AP
1190
Atwood & Palmer
Missouri
$58K -$50.3K -260 -46%
SWM
1191
Selective Wealth Management
Virginia
$58K – – –
APWM
1192
Atlas Private Wealth Management
New York
$56K +$194 +1 +0.3%
BWM
1193
BerganKDV Wealth Management
Minnesota
$54K – – –
AWG
1194
Altus Wealth Group
Colorado
$53K +$53K +273 New
AA
1195
AlphaMark Advisors
Kentucky
$51K +$51K +260 New
BWL
1196
Bogart Wealth LLC
Virginia
$50K – – –
MAM
1197
McCarthy Asset Management
California
$50K +$50K +255 New
RCA
1198
Rowland Carmichael Advisors
Arizona
$49K – – –
1832 Asset Management
1199
1832 Asset Management
Ontario, Canada
$49K – – –
RCM
1200
Robinson Capital Management
Michigan
$49K +$49K +250 New
46 47
48
49 50