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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 %
HH
376
Hilltop Holdings
Texas
$1.37M -$693K -5,248 -34%
HPC
377
Hobart Private Capital
North Carolina
$1.37M -$8.98K -68 -0.7%
LNC
378
Lincoln National Corp
Pennsylvania
$1.37M -$136K -1,033 -9%
KPW
379
Kore Private Wealth
New York
$1.36M +$1.36M +10,334 New
EWM
380
Empirical Wealth Management
Washington
$1.36M +$566K +4,288 +71%
DCM
381
Donaldson Capital Management
Indiana
$1.35M -$119K -901 -8%
Millennium Management
382
Millennium Management
New York
$1.35M +$659K +4,990 +96%
DSC
383
Duncker Streett & Co
Missouri
$1.34M -$71K -538 -5%
FHB
384
First Hawaiian Bank
Hawaii
$1.34M +$11.2K +85 +0.8%
Luther King Capital Management (LKCM)
385
Luther King Capital Management (LKCM)
Texas
$1.34M -$1.03M – –
VRM
386
Vectors Research Management
New York
$1.34M +$61.6K +467 +5%
SIA
387
Starfire Investment Advisers
Michigan
$1.34M +$205K +1,557 +18%
FNC
388
First National Corp
Massachusetts
$1.33M +$1.33M +10,080 New
6M
389
6 Meridian
Kansas
$1.33M -$25.7K -195 -2%
AFNAS
390
American Financial Network Advisory Services
California
$1.33M -$204K -1,548 -13%
AWA
391
Arete Wealth Advisors
Illinois
$1.29M -$65.7K -498 -5%
ACP
392
Ashfield Capital Partners
California
$1.29M +$49.5K +375 +4%
ACM
393
Aviance Capital Management
Florida
$1.29M -$216K -1,636 -14%
PS
394
Portfolio Solutions
Michigan
$1.27M +$33.7K +255 +3%
PD
395
Planning Directions
Pennsylvania
$1.26M +$14.1K +107 +1%
GFP
396
Gryphon Financial Partners
Ohio
$1.26M +$1.26M +8,076 New
HNB
397
Huntington National Bank
Ohio
$1.25M -$1.53M – –
SCA
398
Snowden Capital Advisors
New York
$1.24M +$21.9K +166 +2%
SEIA
399
Signature Estate & Investment Advisors
California
$1.24M -$93.4K -708 -7%
RCM
400
Radnor Capital Management
Pennsylvania
$1.24M – – –
14 15
16
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