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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 %
EI
251
Ellevest Inc
New York
$2.97M +$2.97M +22,688 New
BWA
252
BDO Wealth Advisors
Florida
$2.97M +$2.71M +20,572 +1,081%
PA
253
Paracle Advisors
Washington
$2.95M +$1.85M +13,997 +167%
MFG
254
Magnus Financial Group
New York
$2.94M +$2.94M +22,258 New
REMPR
255
Roof Eidam Maycock Peralta (REMP)
California
$2.94M +$2.94M +22,243 New
HAC
256
Harbor Advisory Corp
New Hampshire
$2.93M -$17.2K -130 -0.6%
DADC
257
D.A. Davidson & Co
Montana
$2.93M +$385K +2,917 +15%
Citadel Advisors
258
Citadel Advisors
Florida
$2.91M +$2.31M +17,514 +386%
Betterment LLC
259
Betterment LLC
New York
$2.89M +$387K +2,935 +15%
BRWM
260
B. Riley Wealth Management
Tennessee
$2.85M +$318K +2,409 +13%
RCG
261
Ruggie Capital Group
Florida
$2.84M -$659K -4,993 -19%
OC
262
Oppenheimer & Co
New York
$2.84M -$316K -2,395 -10%
WIA
263
Wealthstreet Investment Advisors
Texas
$2.84M -$48.6K -335 -2%
CJA
264
C-J Advisory
California
$2.81M +$84.4K +639 +3%
GLA
265
Good Life Advisors
Pennsylvania
$2.79M -$44K -333 -2%
HCM
266
HM Capital Management
Missouri
$2.78M – – –
LWAC
267
Laurel Wealth Advisors (California)
California
$2.77M +$163K +1,233 +6%
CB
268
Commerce Bank
Missouri
$2.66M +$352K +2,667 +15%
GPWA
269
Great Point Wealth Advisors
Massachusetts
$2.65M +$2.65M +20,092 New
GRP
270
Global Retirement Partners
California
$2.65M -$10.4K -79 -0.4%
PWS
271
Paragon Wealth Strategies
Florida
$2.64M +$2.64M +20,216 New
RJT
272
Raymond James Trust
Florida
$2.64M +$140K +1,062 +6%
ACI
273
Alpha Cubed Investments
California
$2.63M -$502K -3,802 -16%
WA
274
Wealth Architects
California
$2.62M +$234K +1,771 +10%
EVM
275
Eaton Vance Management
Massachusetts
$2.62M +$945K +7,162 +57%
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