VB icon

Vanguard Small-Cap ETF
VB

Overview Fund Activity

680 hedge funds and large institutions have $9.6B invested in Vanguard Small-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 322 increasing their positions, 171 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+12
Holders Change %
+1.8%
% of All Funds
16.98%
Holding in Top 10
67
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.84%
% of All Funds
1.67%
New
55
Increased
322
Reduced
171
Closed
34
Calls
$4.45M
Puts
$30.7M
Net Calls
-$26.3M
Net Calls Change
+$1.8M

Top Buyers

1
AA
Acorns Advisers
California
+$125M
2
LPL Financial
LPL Financial
California
+$119M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$90.9M
4
PPFA
Provida Pension Fund Administrator
Chile
+$53M
5
PP
Pension Partners
New York
+$52.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$155M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$131M
3
Goldman Sachs
Goldman Sachs
New York
-$24.7M
4
MWP
Moller Wealth Partners
-$14.7M
5
AA
ALPS Advisors
Colorado
-$9.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNT
326
First National Trust
Pennsylvania
$1M +$179K +1,323 +22%
PA
327
Paracle Advisors
Washington
$999K -$34.1K -252 -3%
BKA
328
Brick & Kyle Associates
Pennsylvania
$992K +$47.7K +352 +5%
FA
329
FCG Advisors
New Jersey
$991K +$991K +7,314 New
CSIC
330
Clifford Swan Investment Counsel
California
$987K – – –
CWM
331
Cornerstone Wealth Management
Missouri
$984K -$22.6K -167 -2%
WIM
332
Westside Investment Management
California
$981K +$136K +1,005 +16%
FPB
333
First PREMIER Bank
South Dakota
$981K +$67.8K +500 +7%
BST
334
Bath Savings Trust
Maine
$976K – – –
HCM
335
Horan Capital Management
Maryland
$972K +$3.93K +29 +0.4%
BWA
336
BlueSky Wealth Advisors
North Carolina
$970K +$34K +251 +4%
SPC
337
Sigma Planning Corp
Michigan
$957K -$12.9K -95 -1%
FC
338
Ferris Capital
Massachusetts
$949K +$949K +7,000 New
MC
339
Moors & Cabot
Massachusetts
$940K -$47.5K -351 -5%
SG
340
Somerset Group
Minnesota
$937K -$5.42K -40 -0.6%
Betterment LLC
341
Betterment LLC
New York
$922K +$233K +1,721 +34%
CI
342
Chartist Inc
California
$904K -$27K -199 -3%
Luther King Capital Management (LKCM)
343
Luther King Capital Management (LKCM)
Texas
$895K – – –
EA
344
Edge Advisors
Georgia
$890K – – –
CCM
345
Covington Capital Management
California
$883K – – –
KeyBank National Association
346
KeyBank National Association
Ohio
$877K +$313K +2,309 +55%
CS
347
Credit Suisse
Switzerland
$870K -$1.46M -10,797 -63%
State Street
348
State Street
Massachusetts
$868K +$868K +6,406 New
RWG
349
Regal Wealth Group
California
$854K – – –
1GA
350
1st Global Advisors
Texas
$852K – – –
12 13
14
15 16