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Vanguard Small-Cap ETF
VB

Overview Fund Activity

924 hedge funds and large institutions have $11B invested in Vanguard Small-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 357 increasing their positions, 273 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
924
Holders Change
+69
Holders Change %
+8.07%
% of All Funds
20.62%
Holding in Top 10
88
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.39%
% of All Funds
1.96%
New
159
Increased
357
Reduced
273
Closed
83
Calls
$1.84M
Puts
–
Net Calls
+$1.84M
Net Calls Change
+$576K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$130M
2
Bank of America
Bank of America
North Carolina
+$107M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$104M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$44.8M
5
CAW
Cornerstone Advisors (Washington)
Washington
+$40.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$295M
2
CWM
Cornerstone Wealth Management
Missouri
-$144M
3
CM
Churchill Management
California
-$73.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$65.5M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$55.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
226
Neuburgh Advisers
California
$3.49M – – –
HS
227
Horan Securities
United States
$3.43M -$4.06K -29 -0.1%
IA
228
IFP Advisors
Florida
$3.43M -$511K -3,907 -13%
WI
229
Wintrust Investments
Illinois
$3.43M -$57K -432 -2%
NL
230
NWAM LLC
Washington
$3.41M -$2.51K -19 -0.1%
CWAG
231
Compton Wealth Advisory Group
Virginia
$3.35M +$3.35M +25,383 New
LCOV
232
London Company of Virginia
Virginia
$3.33M +$3.33M +25,204 New
RPC
233
Rossmore Private Capital
Connecticut
$3.31M -$47.1K -357 -1%
MFS
234
Madrona Financial Services
Washington
$3.3M +$94.3K +714 +3%
VCM
235
Vivaldi Capital Management
Illinois
$3.29M +$130K +986 +4%
BRWA
236
B. Riley Wealth Advisors
Florida
$3.28M +$57.2K +433 +2%
SB
237
Strategic Blueprint
Georgia
$3.27M +$3.27M +24,771 New
AA
238
ALPS Advisors
Colorado
$3.25M -$298K -2,259 -8%
GHAM
239
Gilman Hill Asset Management
Connecticut
$3.23M -$84.6K -641 -3%
WCG
240
Wall Capital Group
Arizona
$3.2M +$30.1K +228 +0.9%
CWS
241
Cypress Wealth Services
California
$3.18M +$60.2K +456 +2%
MCTIC
242
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$3.17M -$3.91M – –
CG
243
Colony Group
Massachusetts
$3.15M +$1.4M +10,588 +80%
DAS
244
Dynamic Advisor Solutions
Arizona
$3.07M -$327K -2,247 -10%
MWC
245
MBM Wealth Consultants
Missouri
$3.05M +$3.05M +23,099 New
FMII
246
Farmers & Merchants Investments Inc
Nebraska
$3.05M +$63K +477 +2%
Jane Street
247
Jane Street
New York
$3.04M +$2.84M +21,518 +1,435%
WFM
248
Wolff Financial Management
Michigan
$3.04M +$3.04M +22,993 New
TF
249
Trek Financial
Arizona
$3M +$3M +22,724 New
WAP
250
Wealthcare Advisory Partners
Pennsylvania
$3M +$2.55M +19,330 +574%
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