VB icon

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 %
CC
276
Courier Capital
New York
$2.59M -$59.4K -450 -2%
PPP
277
Private Portfolio Partners
New Jersey
$2.55M +$2.55M +19,307 New
BWM
278
Brickley Wealth Management
California
$2.54M -$15K -114 -0.6%
HSA
279
HBK Sorce Advisory
Pennsylvania
$2.53M +$7.92K +60 +0.3%
Voloridge Investment Management
280
Voloridge Investment Management
Florida
$2.53M +$2.53M +19,165 New
MWA
281
Martel Wealth Advisors
Washington
$2.53M -$4.49K -34 -0.2%
BWA
282
BlueSky Wealth Advisors
North Carolina
$2.5M +$1.56M +10,921 +166%
BHWM
283
Bay Harbor Wealth Management
Maryland
$2.44M +$2.44M +18,509 New
AWM
284
Altium Wealth Management
New York
$2.43M +$1.72M +13,057 +244%
ACM
285
Alpha Capital Management
Texas
$2.43M +$2.43M +18,381 New
JFG
286
JMG Financial Group
Illinois
$2.42M -$264K -2,000 -10%
RPG
287
Resource Planning Group
Georgia
$2.37M -$252K -1,907 -10%
ECM
288
Evergreen Capital Management
Washington
$2.34M +$26.4K +200 +1%
MSS
289
Mitchell Sinkler & Starr
Pennsylvania
$2.34M +$9.9K +75 +0.4%
MAM
290
Marquette Asset Management
Minnesota
$2.32M -$11.2K -85 -0.5%
EC
291
Estate Counselors
Wisconsin
$2.32M +$46.2K +350 +2%
PFA
292
Pure Financial Advisors
California
$2.3M -$62.6K -474 -3%
RCS
293
Retirement Capital Strategies
California
$2.28M -$3.14M -23,796 -58%
FPS
294
Fieldpoint Private Securities
Connecticut
$2.27M +$380K +2,883 +20%
SPC
295
Sigma Planning Corp
Michigan
$2.26M -$84.1K -637 -4%
SB
296
Simmons Bank
Arkansas
$2.25M -$124K -938 -5%
AIM
297
Anchor Investment Management
South Carolina
$2.24M -$92.4K -700 -4%
CANC
298
Culbertson A N & Co
Virginia
$2.24M -$114K -865 -5%
SC
299
Savant Capital
Illinois
$2.23M -$25.5K -193 -1%
CWM
300
CCG Wealth Management
California
$2.21M +$2.21M +16,727 New
10 11
12
13 14