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Vanguard Small-Cap ETF
VB

Overview Fund Activity

487 hedge funds and large institutions have $5.08B invested in Vanguard Small-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 201 increasing their positions, 172 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
487
Holders Change
+13
Holders Change %
+2.74%
% of All Funds
13%
Holding in Top 10
38
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.01%
New
55
Increased
201
Reduced
172
Closed
37
Calls
$3.3M
Puts
$6.84M
Net Calls
-$3.54M
Net Calls Change
-$2.46M

Top Buyers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$122M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$78.5M
3
Bessemer Group
3
Bessemer Group
New Jersey
$59.3M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$32.3M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$34M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$405M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$16.5M
3
Bank of America
3
Bank of America
North Carolina
$750M
4
CS
4
Credit Suisse
Switzerland
$576K
5
SWP
5
Stratos Wealth Partners
Ohio
$1.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWT
351
Dorsey & Whitney Trust
South Dakota
$343K – – –
HFA
352
High Falls Advisors
New York
$343K – – –
CMO
353
Covenant Multifamily Offices
Texas
$342K -$63.7K -571 -16%
SC
354
SouthState Corp
Florida
$340K -$173K -1,553 -34%
AIA
355
Alerus Investment Advisors
Minnesota
$336K +$17.1K +153 +5%
LCM
356
Logan Capital Management
Pennsylvania
$334K – – –
BP
357
BBR Partners
New York
$334K +$334K +3,000 New
AF
358
Affiance Financial
Minnesota
$333K -$102K -914 -23%
SNBOSD
359
Security National Bank of So Dak
Iowa
$333K +$333K +2,989 New
SLF
360
Sun Life Financial
Ontario, Canada
$329K – – –
ACM
361
Armbruster Capital Management
New York
$327K -$5.57K -50 -2%
ATIA
362
American Trust Investment Advisors
New Hampshire
$323K +$6.14K +55 +2%
FPCP
363
Fort Point Capital Partners
California
$320K -$53K -476 -14%
MWAC
364
Mariner Wealth Advisors (Cincinnati)
Ohio
$318K +$5.57K +50 +2%
LNC
365
Lincoln National Corp
Pennsylvania
$316K +$316K +2,835 New
UB
366
UMB Bank
Missouri
$311K +$44.6K +400 +17%
FWP
367
FAS Wealth Partners
Kansas
$307K -$304K – –
Chevy Chase Trust
368
Chevy Chase Trust
Maryland
$307K +$307K +2,750 New
BA
369
Boston Advisors
Massachusetts
$304K -$547K -4,916 -64%
UBWV
370
United Bank (West Virginia)
West Virginia
$304K -$271K -2,432 -47%
NFG
371
Nations Financial Group
Iowa
$301K +$20.8K +187 +7%
CWM
372
Cornerstone Wealth Management
Missouri
$300K +$300K +2,640 New
FHA
373
First Horizon Advisors
Tennessee
$294K +$294K +2,626 New
LI
374
LVZ Inc
Michigan
$294K +$294K +2,638 New
AWMS
375
Advocacy Wealth Management Services
Georgia
$287K -$373K -3,345 -57%
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15
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