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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
$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 %
RG
1251
Retirement Group
California
$13K – – –
MAM
1252
Meeder Asset Management
Ohio
$13K +$9.06K +46 +230%
D
1253
Diversified
Delaware
$13K +$13K +82 New
FP
1254
Financial Perspectives
Minnesota
$12.8K – – –
TPWA
1255
TRUE Private Wealth Advisors
Oregon
$12K +$3.75K +20 +45%
FM
1256
Family Management
New York
$12K +$12K +60 New
MCM
1257
McMillion Capital Management
North Carolina
$12K +$12K +63 New
PAIM
1258
Punch & Associates Investment Management
Minnesota
$11K – – –
IA
1259
Inspire Advisors
Idaho
$11K +$11K +57 New
MCC
1260
Money Concepts Capital
Florida
$10K +$10K +53 New
ZC
1261
Zeit Capital
Colorado
$10K +$10K +55 New
LB
1262
Legacy Bridge
Iowa
$9K – – –
GKIM
1263
GW&K Investment Management
Massachusetts
$9K +$9K +46 New
MA
1264
MCF Advisors
Kentucky
$8K – – –
FNBOSM
1265
First National Bank of South Miami
Florida
$8K – – –
BSG
1266
Black Swift Group
Colorado
$8K +$8K +40 New
CIA
1267
Cascade Investment Advisors
Oregon
$7.79K – – –
PP
1268
Pacifica Partners
Canada
$7K +$7K +34 New
BWM
1269
Baystate Wealth Management
Massachusetts
$6K -$16.3K -84 -73%
NL
1270
NVWM LLC
Pennsylvania
$6K – – –
LAS
1271
Lloyd Advisory Services
Georgia
$5K – – –
CWA
1272
Core Wealth Advisors
Florida
$5K – – –
CI
1273
Cordant Inc
Oregon
$5K – – –
LWA
1274
Lenox Wealth Advisors
New York
$4K +$3.33K +15 +500%
RWB
1275
RMR Wealth Builders
New Jersey
$4K +$4K +20 New
49 50
51
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