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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,099 hedge funds and large institutions have $15.5B invested in Vanguard Small-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 435 increasing their positions, 400 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
+57
Holders Change %
+5.47%
% of All Funds
22.59%
Holding in Top 10
103
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+18.39%
% of All Funds
2.12%
New
124
Increased
435
Reduced
400
Closed
61
Calls
$7.21M
Puts
$4.07M
Net Calls
+$3.14M
Net Calls Change
+$1.19M

Top Buyers

1
S
1
SignatureFD
Georgia
$91M
2
Morgan Stanley
2
Morgan Stanley
New York
$816M
3
AA
3
Acorns Advisers
California
$348M
4
BAAM
4
Baker Avenue Asset Management
California
$36.6M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$203M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.79B
2
Osaic Holdings
2
Osaic Holdings
Arizona
$83.5M
3
Bank of America
3
Bank of America
North Carolina
$2.97B
4
CSIA
4
Charles Schwab Investment Advisory
California
$242M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWP
101
Moller Wealth Partners
$15.9M -$3.95M -27,125 -20%
WIC
102
Whitegate Investment Counselors
New Hampshire
$15.5M +$3.42M +23,477 +28%
Nuveen Asset Management
103
Nuveen Asset Management
Illinois
$15.4M -$4.44M -30,500 -22%
Bessemer Group
104
Bessemer Group
New Jersey
$15.1M +$266K +1,822 +2%
Comerica Bank
105
Comerica Bank
Texas
$15.1M -$1.28M -8,386 -8%
PP
106
PrairieView Partners
Minnesota
$14.9M +$663K +4,549 +5%
JFGLC
107
Johnson Financial Group LLC (Colorado)
Colorado
$14.8M +$10.5M +72,024 +245%
UTC
108
Unified Trust Company
Kentucky
$14.8M +$14.8M +101,312 New
CFFP
109
Center for Financial Planning
Michigan
$14.7M +$2.29M +15,706 +18%
MPW
110
MA Private Wealth
California
$14.5M +$14.1M +96,671 +3,566%
BFA
111
Bluestem Financial Advisors
Illinois
$14.4M -$633K -4,346 -4%
CL
112
Choreo LLC
Illinois
$14.4M +$1.68M +11,506 +13%
PWMAG
113
Pinnacle Wealth Management Advisory Group
New Jersey
$14.4M +$4.94M +33,898 +52%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$14.3M +$11.7M +81,456 +453%
V
115
Veritable
Delaware
$13.9M +$1.9M +13,035 +16%
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$13.8M +$1.14M +7,833 +9%
SI
117
Stephens Inc
Arkansas
$13.7M -$3.91M -26,815 -22%
PWLP
118
Prio Wealth Limited Partnership
Massachusetts
$13.7M +$11.5M +78,769 +528%
AAS
119
Avantax Advisory Services
Texas
$13.6M -$1.81M -12,422 -12%
PA
120
Parallel Advisors
California
$13.5M +$129K +886 +1%
SW
121
SVB Wealth
Massachusetts
$13.5M +$7.8M +53,554 +137%
PW
122
Price Wealth
Texas
$13.4M -$3.11M -21,335 -19%
BFPW
123
BOK Financial Private Wealth
Colorado
$13.3M -$4.03M -27,626 -23%
DJSG
124
D.J. St. Germain
Massachusetts
$13.2M +$711K +4,880 +6%
OPS
125
Orion Portfolio Solutions
Nebraska
$13.1M +$314K +2,153 +2%
3 4
5
6 7