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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,042 hedge funds and large institutions have $12.4B invested in Vanguard Small-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 432 increasing their positions, 382 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,042
Holders Change
-54
Holders Change %
-4.93%
% of All Funds
23.02%
Holding in Top 10
87
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.25%
% of All Funds
1.92%
New
101
Increased
432
Reduced
382
Closed
139
Calls
$4.22M
Puts
$2.26M
Net Calls
+$1.96M
Net Calls Change
-$3.95M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.26B
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$247M
3
Morgan Stanley
Morgan Stanley
New York
+$121M
4
CSIA
Charles Schwab Investment Advisory
California
+$95.9M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$70.1M

Top Sellers

1
CM
Churchill Management
California
-$170M
2
JFA
Johanson Financial Advisors
California
-$89.7M
3
MRC
Millburn Ridgefield Corp
New York
-$57.8M
4
CCA
Catalyst Capital Advisors
New York
-$57.7M
5
CIAS
CBIZ Investment Advisory Services
Ohio
-$52.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
326
Buckingham Strategic Wealth
Missouri
$2.37M -$205K -1,779 -8%
RFO
327
RiverGlades Family Offices
Florida
$2.35M +$63.8K +553 +3%
HFA
328
Hoover Financial Advisors
Pennsylvania
$2.34M +$61.1K +529 +3%
MSWMA
329
Market Street Wealth Management Advisors
Indiana
$2.32M +$2.08M +18,011 +850%
GRP
330
Global Retirement Partners
California
$2.32M -$93K -806 -4%
SHWM
331
Smith & Howard Wealth Management
Georgia
$2.29M +$597K +5,176 +35%
MWA
332
Martel Wealth Advisors
Washington
$2.26M +$18.8K +163 +0.8%
RJT
333
Raymond James Trust
Florida
$2.25M -$425K -3,681 -16%
CB
334
Commerce Bank
Missouri
$2.25M -$385K -3,338 -15%
HCM
335
HM Capital Management
Missouri
$2.25M -$285K -2,467 -11%
OCM
336
One Capital Management
California
$2.18M +$258K +2,237 +13%
FAIM
337
Financial Advocates Investment Management
Washington
$2.17M -$1.42M -12,264 -39%
HR
338
Hardy Reed
Mississippi
$2.16M – – –
CFG
339
Citizens Financial Group
Rhode Island
$2.13M +$1.54M +13,373 +263%
PA
340
Parkside Advisors
California
$2.11M +$1.94M +16,808 +1,174%
JFG
341
JMG Financial Group
Illinois
$2.09M +$228K +1,973 +12%
BCM
342
Brookstone Capital Management
Illinois
$2.09M -$38.3K -332 -2%
WA
343
Wealth Alliance
New York
$2.08M +$810K +7,021 +64%
PFG
344
PAX Financial Group
Texas
$2.06M -$987K -7,921 -32%
LNC
345
Lincoln National Corp
Pennsylvania
$2.04M +$316K +2,734 +18%
HFS
346
HBC Financial Services
Washington
$2.03M -$4.99K -46 -0.2%
DWM
347
Dakota Wealth Management
Florida
$2.02M -$339K -2,940 -14%
HL
348
HeadInvest LLC
Maine
$2M +$170K +1,475 +9%
HSA
349
HBK Sorce Advisory
Pennsylvania
$1.99M +$10.4K +90 +0.5%
PA
350
Procyon Advisors
Connecticut
$1.98M +$157K +1,363 +9%
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14
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