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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 %
CB
1201
CNB Bank
Pennsylvania
$48K -$56.3K -286 -54%
HFA
1202
HC Financial Advisors
California
$48K – – –
LIA
1203
LS Investment Advisors
Michigan
$48K – – –
HI
1204
Hudock Inc
Pennsylvania
$48K +$382 +2 +0.8%
ME
1205
McIlrath & Eck
Washington
$46K – – –
CWM
1206
Consultiva Wealth Management
Puerto Rico
$46K +$46K +235 New
SIM
1207
Sonora Investment Management
Arizona
$41K +$21.1K +107 +106%
PS
1208
Planned Solutions
California
$40K – – –
BBPWM
1209
Blue Bell Private Wealth Management
Pennsylvania
$40K – – –
CHC
1210
City Holding Co
West Virginia
$39K – – –
AIM
1211
Arcadia Investment Management
Michigan
$39K – – –
LS
1212
Leelyn Smith
Illinois
$37K – – –
AA
1213
Acorns Advisers
California
$32K -$2.73K -14 -8%
LGWM
1214
Litman Gregory Wealth Management
California
$32K – – –
AA
1215
Addison Advisors
Vermont
$32K +$32K +166 New
1IA
1216
1834 Investment Advisors
Wisconsin
$31K -$339K -1,760 -92%
PFA
1217
Professional Financial Advisors
Nebraska
$31K +$10.2K +53 +49%
MAWCM
1218
Mine & Arao Wealth Creation & Management
California
$30K – – –
BFG
1219
Baron Financial Group
New Jersey
$29.2K – – –
BAM
1220
Bellevue Asset Management
Washington
$29K – – –
SNT
1221
Security National Trust
West Virginia
$29K – – –
HDIM
1222
Hanson & Doremus Investment Management
Vermont
$28K – – –
EIP
1223
Ellis Investment Partners
Pennsylvania
$28K +$193 +1 +0.7%
FWM
1224
Focused Wealth Management
New York
$28K +$979 +5 +4%
WAS
1225
Winch Advisory Services
Wisconsin
$27K +$13.3K +68 +97%
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