VB icon

Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,042 hedge funds and large institutions have $12.4B invested in Vanguard Small-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 432 increasing their positions, 382 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,042
Holders Change
-54
Holders Change %
-4.93%
% of All Funds
23.02%
Holding in Top 10
87
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.25%
% of All Funds
1.92%
New
101
Increased
432
Reduced
382
Closed
139
Calls
$4.22M
Puts
$2.26M
Net Calls
+$1.96M
Net Calls Change
-$3.95M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.46B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$1.66B
3
Morgan Stanley
Morgan Stanley
New York
$599M
4
CSIA
Charles Schwab Investment Advisory
California
$243M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$122M

Top Sellers

1
CM
Churchill Management
California
$0
2
JFA
Johanson Financial Advisors
California
$565K
3
MRC
Millburn Ridgefield Corp
New York
$81.6M
4
CCA
Catalyst Capital Advisors
New York
$81.6M
5
CIAS
CBIZ Investment Advisory Services
Ohio
$42.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
151
Wellspring Financial Advisors
Ohio
$7M +$7M +60,632 New
PA
152
Paracle Advisors
Washington
$6.91M +$3.44M +29,792 +99%
AFS
153
Axiom Financial Strategies
Indiana
$6.88M +$6.88M +59,597 New
AWM
154
Altium Wealth Management
New York
$6.88M +$4.81M +41,625 +232%
CCM
155
Condor Capital Management
New Jersey
$6.87M +$197K +1,704 +3%
TCM
156
Twele Capital Management
Minnesota
$6.84M +$452K +3,913 +7%
AAMC
157
Asset Allocation & Management Company
Illinois
$6.79M +$231 +2 +0%
WT
158
Whittier Trust
California
$6.78M +$2.97M +25,702 +78%
BNP Paribas Financial Markets
159
BNP Paribas Financial Markets
France
$6.67M +$3.06M +26,500 +85%
JAFL
160
Jay A. Fishman Ltd
Michigan
$6.5M -$211K -1,831 -3%
PSUF
161
People's United Financial
Connecticut
$6.5M -$104K -901 -2%
HWMG
162
Hurlow Wealth Management Group
Indiana
$6.48M +$2.28M +18,959 +54%
BFEC
163
Benjamin F. Edwards & Company
Missouri
$6.48M +$919K +7,964 +17%
Kovitz Investment Group Partners
164
Kovitz Investment Group Partners
Illinois
$6.37M +$5.34M +46,244 +520%
WTC
165
WhitTier Trust Company
Nevada
$6.29M +$330K +2,859 +6%
CW
166
CreativeOne Wealth
Kansas
$6.25M +$1.57M +13,630 +34%
GFPC
167
Global Financial Private Capital
Florida
$6.22M -$643K -5,569 -9%
MNG
168
Manning & Napier Group
New York
$6.05M -$5.23M – –
WA
169
Wealth Architects
California
$5.99M +$3.64M +31,538 +155%
MWA
170
MFA Wealth Advisors
Pennsylvania
$5.97M +$5.97M +51,759 New
NHC
171
Nicholas Hoffman & Company
Georgia
$5.76M +$616K +5,338 +12%
CPIG
172
Chicago Partners Investment Group
Illinois
$5.72M -$64.8K -519 -1%
Janus Henderson Group
173
Janus Henderson Group
United Kingdom
$5.7M +$5.53M +47,885 +3,251%
SIC
174
Salem Investment Counselors
North Carolina
$5.68M +$190K +1,649 +3%
SB
175
Strategic Blueprint
Georgia
$5.66M -$3.45M -29,854 -38%
5 6
7
8 9