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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 %
CAI
151
Capital Advisors Inc
Oklahoma
$11.2M -$541K -3,515 -5%
MCM
152
Maryland Capital Management
Maryland
$11.1M -$514K -3,345 -4%
WT
153
Whittier Trust
California
$11M +$175K +1,137 +2%
EC
154
Estate Counselors
Wisconsin
$10.9M +$661K +4,300 +6%
LWAC
155
Laurel Wealth Advisors (California)
California
$10.5M +$5.85M +38,013 +126%
WCWM
156
Wooster Corthell Wealth Management
Connecticut
$10.3M +$112K +727 +1%
PC
157
Permanens Capital
New York
$10.2M +$10.2M +66,317 New
CI
158
CX Institutional
Indiana
$10.2M -$707K -4,599 -6%
AWM
159
Altium Wealth Management
New York
$10.1M -$3.69K -24 -0%
CA
160
Clearstead Advisors
Ohio
$9.97M +$1.37M +8,880 +16%
BA
161
Bristlecone Advisors
Washington
$9.9M -$2.77K -18 -0%
WI
162
WBI Investments
New Jersey
$9.86M +$9.38K +61 +0.1%
CCM
163
Coldstream Capital Management
Washington
$9.83M -$2.55M -16,558 -21%
DY
164
Dowling & Yahnke
California
$9.79M -$285K -1,851 -3%
MNG
165
Manning & Napier Group
New York
$9.72M -$8.19M – –
Mirae Asset Global Investments
166
Mirae Asset Global Investments
South Korea
$9.68M -$2.32M -15,110 -19%
WA
167
WP Advisors
California
$9.54M -$2.08M -13,525 -18%
FMWA
168
Forvis Mazars Wealth Advisors
Missouri
$9.46M +$3.3M +21,478 +54%
JIC
169
Joel Isaacson & Co
New York
$9.38M +$1.49M +9,682 +19%
MFGP
170
Marshall Financial Group (Pennsylvania)
Pennsylvania
$9.33M +$279K +1,816 +3%
PW
171
Peninsula Wealth
California
$9.31M -$50.3K -327 -0.5%
HWMG
172
Hurlow Wealth Management Group
Indiana
$9.3M -$4.31K -28 -0%
EPM
173
Elm Partners Management
Pennsylvania
$9.29M -$74.9K -487 -0.8%
AFS
174
Axiom Financial Strategies
Indiana
$9.24M +$4.46M +28,971 +93%
AAMC
175
Asset Allocation & Management Company
Illinois
$9.18M +$154 +1 +0%
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7
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