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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,096 hedge funds and large institutions have $15.1B invested in Vanguard Small-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 458 increasing their positions, 296 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
+129
Holders Change %
+13.34%
% of All Funds
21.64%
Holding in Top 10
89
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.88%
% of All Funds
1.76%
New
185
Increased
458
Reduced
296
Closed
40
Calls
$6.65M
Puts
$744K
Net Calls
+$5.9M
Net Calls Change
+$990K

Top Buyers

1
CM
Churchill Management
California
+$170M
2
Truist Financial
Truist Financial
North Carolina
+$66.7M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$64.6M
4
UBS Group
UBS Group
Switzerland
+$31.9M
5
AA
Acorns Advisers
California
+$31.9M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$91.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$63.8M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
-$29M
4
BFG
Bouchey Financial Group
New York
-$6.66M
5
MIS
Morningstar Investment Services
Illinois
-$5.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
226
Steward Partners Investment Advisory
New York
$5.11M +$385K +2,327 +8%
SW
227
SVB Wealth
Massachusetts
$5.07M +$340K +2,055 +7%
MGIA
228
Moneta Group Investment Advisors
Missouri
$5.07M +$456K +2,752 +10%
MWC
229
MBM Wealth Consultants
Missouri
$5.03M +$735K +4,440 +17%
OC
230
Oppenheimer & Co
New York
$5M -$91.4K -552 -2%
HWM
231
Howard Wealth Management
Connecticut
$4.99M +$4.99M +30,122 New
PA
232
Paracle Advisors
Washington
$4.99M +$809K +4,886 +19%
AllianceBernstein
233
AllianceBernstein
Tennessee
$4.97M +$188K +1,138 +4%
CAG
234
Crestwood Advisors Group
Massachusetts
$4.93M +$73.7K +445 +2%
SC
235
Schoolcraft Capital
Colorado
$4.87M +$133K +802 +3%
LFA
236
Landmark Financial Advisors
Kentucky
$4.86M -$335K -1,989 -6%
CA
237
Cambridge Advisors
Nebraska
$4.85M +$118K +715 +3%
DADC
238
D.A. Davidson & Co
Montana
$4.84M +$170K +1,029 +4%
BRWA
239
B. Riley Wealth Advisors
Florida
$4.82M +$247K +1,491 +5%
BG
240
Berry Group
Massachusetts
$4.8M +$4.8M +28,990 New
AWM
241
Aries Wealth Management
Maine
$4.8M +$11.3K +68 +0.2%
CTA
242
Chesley Taft & Associates
Illinois
$4.77M +$29K +175 +0.6%
NEWAS
243
N.E.W. Advisory Services
Wisconsin
$4.73M +$4.73M +28,582 New
JFA
244
Johanson Financial Advisors
California
$4.7M +$4.67M +774,614 +17,141%
Betterment LLC
245
Betterment LLC
New York
$4.67M +$633K +3,819 +16%
CM
246
Columbus Macro
Pennsylvania
$4.65M -$737K -4,452 -14%
NA
247
NewEdge Advisors
Louisiana
$4.62M +$133K +802 +3%
FNFDCM
248
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.58M -$6.63K -40 -0.1%
AGA
249
Arkos Global Advisors
Texas
$4.57M -$145K -876 -3%
LWAC
250
Laurel Wealth Advisors (California)
California
$4.45M +$362K +2,188 +9%
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