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Vanguard Small-Cap ETF
VB

Overview Fund Activity

631 hedge funds and large institutions have $7.98B invested in Vanguard Small-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 278 increasing their positions, 153 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
+88
Holders Change %
+16.21%
% of All Funds
15.8%
Holding in Top 10
68
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+44.68%
% of All Funds
1.7%
New
116
Increased
278
Reduced
153
Closed
25
Calls
$3.54M
Puts
$3.64M
Net Calls
-$94K
Net Calls Change
-$2.29M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$186M
2
Bank of America
2
Bank of America
North Carolina
$965M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$737M
4
Wells Fargo
4
Wells Fargo
California
$480M
5
PP
5
Pension Partners
New York
$49.7M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$7.26M
2
AA
2
Advisory Alpha
Michigan
$2.71M
3
Creative Planning
3
Creative Planning
Kansas
$123M
4
PPFA
4
Provida Pension Fund Administrator
Chile
$0
5
MIS
5
Morningstar Investment Services
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
326
Inspirion Wealth Advisors
Illinois
$889K +$51.6K +400 +6%
SG
327
Somerset Group
Minnesota
$886K +$82.4K +639 +10%
Luther King Capital Management (LKCM)
328
Luther King Capital Management (LKCM)
Texas
$886K +$93.8K +728 +12%
FTS
329
Fifth Third Securities
Ohio
$882K +$175K +1,361 +25%
FPB
330
First PREMIER Bank
South Dakota
$869K – – –
TSS
331
Two Sigma Securities
New York
$855K +$855K +6,627 New
UBS AM
332
UBS AM
Illinois
$847K +$847K +6,569 New
SF
333
Synovus Financial
Georgia
$846K +$4K +31 +0.5%
AT
334
Arden Trust
Delaware
$843K – – –
CCM
335
Covington Capital Management
California
$828K – – –
SPC
336
Sigma Planning Corp
Michigan
$819K -$307K -2,385 -27%
RWG
337
Regal Wealth Group
California
$812K – – –
EA
338
Edge Advisors
Georgia
$809K +$809K +6,281 New
CCA
339
Cobblestone Capital Advisors
New York
$800K -$41.3K -320 -5%
KA
340
Kovack Advisors
Florida
$798K -$14.1K -109 -2%
State Street
341
State Street
Massachusetts
$794K +$794K +6,160 New
GC
342
Gibson Capital
Pennsylvania
$787K -$11K -85 -1%
PTC
343
Private Trust Company
Ohio
$783K -$6.32K -49 -0.8%
RWA
344
Ropes Wealth Advisors
Massachusetts
$782K +$43.6K +338 +6%
ACM
345
Advisors Capital Management
New Jersey
$780K +$1.81K +14 +0.2%
SFSG
346
Stearns Financial Services Group
North Carolina
$777K +$54.1K +420 +7%
SIC
347
Sigma Investment Counselors
Michigan
$776K +$119K +925 +18%
FNT
348
First National Trust
Pennsylvania
$769K -$11.1K -86 -1%
SEIA
349
Signature Estate & Investment Advisors
California
$765K -$141K -1,095 -16%
FPCP
350
Fort Point Capital Partners
California
$754K +$330K +2,546 +78%
12 13
14
15 16