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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 %
SCA
301
Stillwater Capital Advisors
Pennsylvania
$2.2M +$1.58M +11,982 +254%
FLPIM
302
F.L. Putnam Investment Management
Massachusetts
$2.2M -$71.2K -539 -3%
IWC
303
Integrated Wealth Concepts
Massachusetts
$2.19M +$412K +3,119 +23%
TYCC
304
Texas Yale Capital Corp
Florida
$2.18M +$734K +5,562 +51%
RIA
305
Regal Investment Advisors
Michigan
$2.17M +$208K +1,578 +11%
WPW
306
Winthrop Partners - WNY
New York
$2.15M -$1.04M -7,862 -33%
BRM
307
Boston Research & Management
Massachusetts
$2.15M +$491K +3,720 +30%
OCM
308
One Capital Management
California
$2.14M +$13.6K +103 +0.6%
PWM
309
PRW Wealth Management
Massachusetts
$2.13M +$2.13M +16,180 New
CA
310
Clearstead Advisors
Ohio
$2.1M +$1.39M +10,524 +194%
APA
311
American Portfolios Advisors
New York
$2.08M +$1.08M +8,184 +108%
CCM
312
Chilton Capital Management
Texas
$2.07M -$1.06M -7,996 -34%
BFA
313
Bragg Financial Advisors
North Carolina
$2.07M +$32.1K +243 +2%
FA
314
FDx Advisors
Illinois
$2.05M +$1.67M +12,685 +445%
ODIJL
315
One Day In July LLC
Vermont
$2.03M +$2.03M +15,356 New
CPA
316
Clear Perspective Advisors
Illinois
$2.02M -$726K -5,499 -26%
GCA
317
Gradient Capital Advisors
California
$2.02M +$14.6K +111 +0.7%
SFA
318
Semmax Financial Advisors
North Carolina
$2.01M +$2.01M +15,245 New
DWM
319
Dakota Wealth Management
Florida
$2M +$222K +1,675 +13%
SS
320
Simplicity Solutions
Minnesota
$1.99M +$1.56M +11,857 +368%
NFG
321
Next Financial Group
Texas
$1.98M +$1.91M +14,447 +2,661%
CWM
322
Cranbrook Wealth Management
Michigan
$1.95M -$49.5K -375 -2%
EFSCE
323
Enterprise Financial Services Corp (EFSC)
Missouri
$1.95M +$57.3K +434 +3%
HB
324
Homrich & Berg
Georgia
$1.93M -$464K -3,516 -19%
MIG
325
McGuire Investment Group
Rhode Island
$1.92M +$16.4K +124 +0.9%
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