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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 %
SCM
351
SOL Capital Management
Maryland
$1.6M -$37K -280 -2%
CMBA
352
C.M. Bidwell & Associates
Hawaii
$1.6M +$163K +1,235 +11%
RMDI
353
R.M. Davis Inc
Maine
$1.59M +$155K +1,172 +11%
CP
354
Camelot Portfolios
Ohio
$1.58M -$36K -273 -2%
BKA
355
Brick & Kyle Associates
Pennsylvania
$1.58M +$1.58M +11,979 New
TPA
356
Trivium Point Advisory
Connecticut
$1.56M +$1.56M +11,851 New
MAS
357
Managed Account Services
Florida
$1.56M +$236K +1,625 +18%
TCPWM
358
Traverso Chambers Private Wealth Management
California
$1.55M +$1.55M +11,771 New
AI
359
Atria Investments
North Carolina
$1.54M -$240K -1,822 -14%
BSW
360
Buckingham Strategic Wealth
Missouri
$1.52M +$792 +6 +0.1%
KeyBank National Association
361
KeyBank National Association
Ohio
$1.52M -$11.4K -86 -0.7%
LCM
362
Lucas Capital Management
New Jersey
$1.47M -$4.49K -34 -0.3%
FI
363
Financial Insights
Washington
$1.46M +$1.46M +9,889 New
ATC
364
Argent Trust Co
Tennessee
$1.46M +$44.9K +340 +3%
CHA
365
Carmichael Hill & Associates
Maryland
$1.45M +$105K +797 +8%
MFS
366
McNamara Financial Services
Massachusetts
$1.43M – – –
TVWM
367
Tower View Wealth Management
Wisconsin
$1.41M +$4.75K +36 +0.3%
A
368
AdvicePeriod
California
$1.41M +$2.64K +20 +0.2%
DSA
369
Droms Strauss Advisors
Missouri
$1.4M +$1.4M +10,640 New
BJL
370
Brighton Jones LLC
Washington
$1.4M -$157K -1,192 -10%
GIM
371
Goelzer Investment Management
Indiana
$1.4M +$14.4K +109 +1%
SRSA
372
S.R. Schill & Associates
Washington
$1.39M -$271K -2,050 -16%
BCM
373
BTC Capital Management
Iowa
$1.39M – – –
MPW
374
MA Private Wealth
California
$1.38M +$1.38M +10,467 New
SBL
375
Sargent Bickham Lagudis
Colorado
$1.37M +$126K +951 +10%
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