VB icon

Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,109 hedge funds and large institutions have $16.5B invested in Vanguard Small-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 448 increasing their positions, 414 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,109
Holders Change
+10
Holders Change %
+0.91%
% of All Funds
22.44%
Holding in Top 10
106
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.91%
% of All Funds
2.14%
New
70
Increased
448
Reduced
414
Closed
45
Calls
$10M
Puts
$5.83M
Net Calls
+$4.19M
Net Calls Change
+$1.05M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.22B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$189M
3
LPL Financial
3
LPL Financial
California
$301M
4
MFM
4
MD Financial Management
Ontario, Canada
$172M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$119M

Top Sellers

1
AA
1
Acorns Advisers
California
$27K
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.87B
3
CIAS
3
CBIZ Investment Advisory Services
Ohio
$54.6M
4
EWA
4
EP Wealth Advisors
California
$17.9M
5
UBS Group
5
UBS Group
Switzerland
$505M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOH
101
Bank of Hawaii
Hawaii
$18.3M -$774K -5,033 -4%
EW
102
Emerson Wealth
Michigan
$17.9M -$394K -2,563 -2%
EWA
103
EP Wealth Advisors
California
$17.9M -$51.3M -333,350 -74%
CWM
104
Connecticut Wealth Management
Connecticut
$17.8M +$17.8M +115,904 New
WIC
105
Whitegate Investment Counselors
New Hampshire
$17.8M +$1.43M +9,290 +9%
DIP
106
DT Investment Partners
Pennsylvania
$17.7M +$17.7M +115,392 New
CCM
107
Carlson Capital Management
Minnesota
$17.6M +$175K +1,138 +1%
PPA
108
Parametric Portfolio Associates
Washington
$17.2M -$1.07M -6,959 -6%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$16.3M +$402K +2,514 +3%
FA
110
Fiducient Advisors
Illinois
$16.3M -$1.34M -8,688 -8%
UTC
111
Unified Trust Company
Kentucky
$16.2M +$659K +4,287 +4%
MMA
112
Miracle Mile Advisors
California
$16.2M +$2.76M +17,962 +21%
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$16.1M +$1.55M +10,085 +11%
CFFP
114
Center for Financial Planning
Michigan
$16M +$443K +2,881 +3%
SW
115
SVB Wealth
Massachusetts
$16M +$1.75M +11,398 +12%
Comerica Bank
116
Comerica Bank
Texas
$16M -$564K -3,385 -3%
EIG
117
Ellenbecker Investment Group
Wisconsin
$15.9M +$4.72M +30,697 +42%
PWMAG
118
Pinnacle Wealth Management Advisory Group
New Jersey
$15.9M +$699K +4,546 +5%
PP
119
PrairieView Partners
Minnesota
$15.8M +$139K +902 +0.9%
BFA
120
Bluestem Financial Advisors
Illinois
$15.7M +$500K +3,254 +3%
CL
121
Choreo LLC
Illinois
$15.4M +$260K +1,692 +2%
MWP
122
Moller Wealth Partners
$15.4M -$1.38M -8,976 -8%
MPW
123
MA Private Wealth
California
$15.4M +$72.6K +472 +0.5%
CCA
124
Column Capital Advisors
Indiana
$15.1M +$1.33M +18,303 +10%
JFGLC
125
Johnson Financial Group LLC (Colorado)
Colorado
$15M -$600K -3,898 -4%
3 4
5
6 7