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Vanguard Small-Cap ETF
VB

Overview Fund Activity

368 hedge funds and large institutions have $3.35B invested in Vanguard Small-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 134 increasing their positions, 94 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+54
Holders Change %
+17.2%
% of All Funds
10.69%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.84%
New
78
Increased
134
Reduced
94
Closed
19
Calls
$671K
Puts
$836K
Net Calls
-$165K
Net Calls Change
+$5.53M

Top Buyers

1
WCM
1
Windham Capital Management
Massachusetts
$84.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$69.1M
3
U
3
UBS
Switzerland
$173M
4
Creative Planning
4
Creative Planning
Kansas
$139M
5
Wells Fargo
5
Wells Fargo
California
$289M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$494K
2
Morgan Stanley
2
Morgan Stanley
New York
$261M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$0
4
QI
4
QS Investors
New York
$1.97M
5
Deutsche Bank
5
Deutsche Bank
Germany
$739K
Name Holding Trade Value Shares
Change 		Shares
Change %
RMCM
301
Reynders McVeigh Capital Management
Massachusetts
$258K +$258K +2,348 New
BA
302
Bridgewater Advisors
New York
$250K +$250K +2,272 New
TSWM
303
Triangle Securities Wealth Management
North Carolina
$248K -$25.2K -230 -9%
TYCC
304
Texas Yale Capital Corp
Florida
$245K – – –
EB
305
Eastern Bank
Massachusetts
$238K +$18.3K +167 +8%
BBNB
306
Baker Boyer National Bank
Washington
$236K – – –
BC
307
Bartlett & Co
Ohio
$235K – – –
GF
308
Goodman Financial
Texas
$231K +$15.4K +140 +7%
SC
309
SouthState Corp
Florida
$227K -$116K -1,058 -34%
T
310
TradeWorx
New Jersey
$225K +$225K +2,044 New
CIA
311
Capital Investment Advisors
Georgia
$220K +$220K +2,004 New
WA
312
Winfield Associates
Ohio
$219K +$219K +1,990 New
BFM
313
Boston Financial Management
Massachusetts
$218K +$218K +1,980 New
RCAG
314
Rehmann Capital Advisory Group
Michigan
$211K +$211K +1,924 New
SFA
315
Sequoia Financial Advisors
Ohio
$209K +$209K +1,899 New
AMIM
316
Aull & Monroe Investment Management
Alabama
$208K +$208K +1,890 New
CFS
317
Community Financial System
New York
$203K – – –
SPIA
318
Strategic Point Investment Advisors
Rhode Island
$193K +$193K +1,760 New
PO
319
Private Ocean
California
$189K +$189K +1,715 New
LWCFA
320
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$170K – – –
HNB
321
Huntington National Bank
Ohio
$159K -$195K – –
FHA
322
First Horizon Advisors
Tennessee
$148K +$22.9K +219 +18%
PFSC
323
Peoples Financial Services Corp
Pennsylvania
$133K +$133K +1,214 New
Luther King Capital Management (LKCM)
324
Luther King Capital Management (LKCM)
Texas
$132K +$83.9K +7,848 +174%
CTC
325
Central Trust Company
Missouri
$109K – – –
11 12
13
14 15