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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 %
HFA
301
Hoover Financial Advisors
Pennsylvania
$3.28M +$2.05M +12,392 +168%
CST
302
Charles Schwab Trust
Nevada
$3.23M +$354K +2,135 +12%
MWA
303
Martel Wealth Advisors
Washington
$3.21M -$5.3K -32 -0.2%
ECG
304
Edge Capital Group
Georgia
$3.21M +$21K +127 +0.7%
HFS
305
HBC Financial Services
Washington
$3.11M +$3.11M +18,810 New
HR
306
Hardy Reed
Mississippi
$3.1M -$1.41M -8,496 -31%
SCM
307
Stonehearth Capital Management
Massachusetts
$3.09M -$4.62M -27,915 -60%
JFA
308
JNBA Financial Advisors
Minnesota
$3.07M -$222K -1,340 -7%
Brown Advisory
309
Brown Advisory
Maryland
$3.06M +$67.1K +405 +2%
BCM
310
Brookstone Capital Management
Illinois
$3.05M +$152K +919 +5%
AWA
311
Arete Wealth Advisors
Illinois
$3.01M +$1.64M +9,900 +119%
SAM
312
S.A. Mason
Michigan
$3M +$3M +18,138 New
EWM
313
Empirical Wealth Management
Washington
$3M +$394K +2,379 +15%
AWM
314
Altium Wealth Management
New York
$2.97M +$18.2K +110 +0.6%
RBC
315
Roble Belko & Company
Pennsylvania
$2.95M -$83.8K -506 -3%
SPP
316
Single Point Partners
Massachusetts
$2.92M +$2.92M +17,611 New
AIS
317
American Investment Services
Massachusetts
$2.91M +$352K +2,127 +14%
EFSCE
318
Enterprise Financial Services Corp (EFSC)
Missouri
$2.9M +$302K +1,822 +12%
EW
319
Emerson Wealth
Michigan
$2.88M +$13.3K +80 +0.5%
WJWM
320
Williams Jones Wealth Management
New York
$2.88M +$296K +1,786 +11%
AMG
321
Asset Management Group
Connecticut
$2.87M +$1.52M +9,155 +112%
BWM
322
Brickley Wealth Management
California
$2.87M -$34.8K -210 -1%
QIM
323
Quest Investment Management
Oregon
$2.85M – – –
HSA
324
HBK Sorce Advisory
Pennsylvania
$2.84M -$40.3K -243 -1%
TC
325
Truvestments Capital
Florida
$2.81M -$32.8K -198 -1%
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