VB icon

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
$251M
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
$1.18B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$116M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$2.29B
3
Bank of America
Bank of America
North Carolina
$4.02B
4
MFM
MD Financial Management
Ontario, Canada
$162M
5
CIAS
CBIZ Investment Advisory Services
Ohio
$65M
Name Holding Trade Value Shares
Change 		Shares
Change %
SN
1226
Sittner & Nelson
Oregon
$26K +$26K +131 New
KC
1227
Kinloch Capital
Virginia
$26K +$26K +134 New
HF
1228
Halpern Financial
Virginia
$25.3K – – –
FBT
1229
First Bank & Trust
South Dakota
$25K – – –
NFSG
1230
Newbridge Financial Services Group
Florida
$25K +$194 +1 +0.8%
JGIA
1231
Jackson Grant Investment Advisers
Connecticut
$25K +$194 +1 +0.8%
M
1232
MOTCO
Texas
$24K -$40.3K -210 -63%
ANBT
1233
American National Bank & Trust
Texas
$22K – – –
IWMA
1234
Ironwood Wealth Management (Arizona)
Arizona
$20K -$65.2K -339 -77%
LDFR
1235
Lehman & Derafelo Financial Resources
Pennsylvania
$20K – – –
ARIS
1236
Advanced Research Investment Solutions
California
$20K +$20K +105 New
CBT
1237
Central Bank & Trust
Kentucky
$19K – – –
TSW
1238
Thompson Siegel & Walmsley
Virginia
$19K – – –
LWANC
1239
Laurel Wealth Advisors (North Carolina)
North Carolina
$19K – – –
KFI
1240
Key Financial Inc
Pennsylvania
$19K +$19K +99 New
VBCG
1241
Valley Brook Capital Group
Pennsylvania
$19K +$19K +100 New
FWM
1242
Filbrandt Wealth Management
Wisconsin
$18K +$18K +95 New
SA
1243
SRH Advisors
Kansas
$17K +$13.4K +70 +368%
MHR
1244
Matthew Hamilton Rosenberg
$16K – – –
OCM
1245
Orion Capital Management
California
$16K +$16K +82 New
SFP
1246
Sterling Financial Planning
New Jersey
$14K +$14K +70 New
CWP
1247
Concord Wealth Partners
Virginia
$14K +$14K +74 New
SSC
1248
Syverson Strege & Co
Iowa
$14K +$14K +74 New
BNP Paribas Financial Markets
1249
BNP Paribas Financial Markets
France
$13.8K – – –
KPCM
1250
Kings Point Capital Management
New York
$13K -$87.4K -437 -87%
48 49
50
51 52