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 %
PA
176
Parallel Advisors
California
$12.3M -$4.53M -23,259 -27%
PW
177
Peninsula Wealth
California
$12.3M +$468K +2,405 +4%
CPIG
178
Chicago Partners Investment Group
Illinois
$12.1M +$764K +3,669 +7%
WA
179
WP Advisors
California
$12.1M +$20.4K +105 +0.2%
Kovitz Investment Group Partners
180
Kovitz Investment Group Partners
Illinois
$11.6M +$75.5K +388 +0.7%
AAP
181
Arax Advisory Partners
Colorado
$11.6M +$265K +1,363 +2%
PSUF
182
People's United Financial
Connecticut
$11.5M +$1.62M +8,305 +16%
CCM
183
Coldstream Capital Management
Washington
$11.5M -$934K -4,796 -8%
HWMG
184
Hurlow Wealth Management Group
Indiana
$11.5M -$277K -1,424 -2%
WTC
185
WhitTier Trust Company
Nevada
$11.4M – – –
MNG
186
Manning & Napier Group
New York
$11.1M -$9.72M – –
Fiera Capital (Canada)
187
Fiera Capital (Canada)
Quebec, Canada
$10.9M +$64K +329 +0.6%
PC
188
Permanens Capital
New York
$10.8M -$2.08M -10,706 -16%
DY
189
Dowling & Yahnke
California
$10.7M -$1.69M -8,691 -14%
SIC
190
Salem Investment Counselors
North Carolina
$10.5M -$236K -1,212 -2%
AIM
191
Acropolis Investment Management
Missouri
$10.5M -$496K -2,549 -5%
CWAG
192
Compton Wealth Advisory Group
Virginia
$10M +$1.18M +6,040 +13%
DC
193
DeDora Capital
California
$9.92M +$13K +67 +0.1%
SRC
194
Sage Rhino Capital
California
$9.8M +$56.8K +292 +0.6%
AWM
195
AE Wealth Management
Kansas
$9.73M +$679K +3,490 +8%
FHA
196
Flagship Harbor Advisors
Massachusetts
$9.59M +$276K +1,416 +3%
PFA
197
Paradigm Financial Advisors
Missouri
$9.55M +$3.68M +18,903 +63%
CB
198
Cadence Bank
Mississippi
$9.47M +$553K +2,842 +6%
APG
199
Abacus Planning Group
South Carolina
$9.45M +$367K +1,883 +4%
SG
200
StoneX Group
New York
$9.38M +$4.13M +21,192 +79%
6 7
8
9 10