VB icon

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 %
FWCM
326
Ferguson Wellman Capital Management
Oregon
$1.89M +$1.32M +9,970 +227%
WA
327
Waverly Advisors
Alabama
$1.88M -$1.38M -10,441 -42%
Brown Advisory
328
Brown Advisory
Maryland
$1.87M +$9.5K +72 +0.5%
FCI
329
Financial Counselors Inc
Kansas
$1.85M +$96.6K +732 +5%
JWBC
330
J.W. Burns & Co
New York
$1.85M -$62.7K -475 -3%
EHPM
331
Emery Howard Portfolio Management
California
$1.84M +$19.5K +148 +1%
BBA
332
Braun-Bostich & Associates
Pennsylvania
$1.83M +$26.1K +198 +1%
CCA
333
Checchi Capital Advisers
California
$1.82M +$3.04K +23 +0.2%
Carson Wealth (CWM LLC)
334
Carson Wealth (CWM LLC)
Nebraska
$1.81M +$271K +2,053 +18%
APC
335
Aspire Private Capital
North Carolina
$1.79M +$1.79M +13,556 New
KIA
336
KCM Investment Advisors
California
$1.79M +$4.88K +37 +0.3%
AIM
337
Acropolis Investment Management
Missouri
$1.77M +$1.77M +13,370 New
WJA
338
Williams Jones & Associates
New York
$1.75M +$113K +854 +7%
CWM
339
Capital Wealth Management
Rhode Island
$1.75M +$68.9K +522 +4%
SGCA
340
Steel Grove Capital Advisors
Tennessee
$1.74M -$252K -1,910 -13%
PMG
341
ProVise Management Group
Florida
$1.71M +$83.4K +632 +5%
GSIS
342
Global Strategic Investment Solutions
Arizona
$1.7M +$1.7M +12,888 New
AWM
343
AE Wealth Management
Kansas
$1.68M +$521K +3,947 +45%
APSP
344
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.67M -$222K -1,678 -12%
SWA
345
Stratos Wealth Advisors
Ohio
$1.67M +$1.67M +12,645 New
FHC
346
First Heartland Consultants
Missouri
$1.66M +$166K +1,256 +11%
AIS
347
American Investment Services
Massachusetts
$1.66M +$1.21M +9,155 +266%
AWA
348
Acorn Wealth Advisors
Michigan
$1.65M +$1.25K +9 +0.1%
WIM
349
Westside Investment Management
California
$1.64M +$143K +1,081 +10%
IA
350
IndexIQ Advisors
New York
$1.64M +$425K +3,220 +35%
12 13
14
15 16