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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 %
CA
151
Clearstead Advisors
Ohio
$15.3M +$2.68M +13,778 +21%
WT
152
Whittier Trust
California
$15.2M +$1.23M +6,340 +9%
CI
153
CX Institutional
Indiana
$15.2M +$2.27M +11,674 +18%
BI
154
Ballast Inc
Kentucky
$15.1M +$372K +1,912 +3%
LIM
155
Leavell Investment Management
Alabama
$15.1M -$1.77M -9,101 -10%
IAIM
156
International Assets Investment Management
Florida
$15M +$15M +80,046 New
SFI
157
SPC Financial Inc
Maryland
$14.9M +$139K +713 +0.9%
REMPR
158
Roof Eidam Maycock Peralta (REMP)
California
$14.8M -$397K -2,038 -3%
Cetera Investment Advisers
159
Cetera Investment Advisers
Illinois
$14.4M +$4.15M +21,292 +40%
MCM
160
Maryland Capital Management
Maryland
$14.3M +$289K +1,486 +2%
OBWG
161
Onyx Bridge Wealth Group
New York
$13.9M +$13.9M +71,431 New
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$13.9M +$8.94M +45,899 +182%
FMWA
163
Forvis Mazars Wealth Advisors
Missouri
$13.7M +$1.74M +8,942 +15%
EPM
164
Elm Partners Management
Pennsylvania
$13.5M +$1.72M +8,826 +15%
CAI
165
Capital Advisors Inc
Oklahoma
$13.3M -$928K -4,768 -7%
JIC
166
Joel Isaacson & Co
New York
$13.3M +$1.38M +7,095 +12%
MA
167
Montag & Associates
Georgia
$13.1M +$8.39M +43,092 +179%
DOA
168
D'Orazio & Associates
Virginia
$13M +$12.7M +65,487 +4,589%
WCWM
169
Wooster Corthell Wealth Management
Connecticut
$13M -$81.6K -419 -0.6%
VWA
170
Visionary Wealth Advisors
Illinois
$12.8M +$2.41M +12,378 +23%
MFGP
171
Marshall Financial Group (Pennsylvania)
Pennsylvania
$12.6M +$832K +4,273 +7%
AWM
172
Altium Wealth Management
New York
$12.6M -$194K -994 -2%
BA
173
Bristlecone Advisors
Washington
$12.5M -$29.4K -151 -0.2%
V
174
Veritable
Delaware
$12.5M -$6.17M -31,707 -33%
SMA
175
Sage Mountain Advisors
Georgia
$12.3M +$12.3M +63,310 New
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