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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 %
SWM
401
SVA Wealth Management
Wisconsin
$1.2M +$1.2M +9,114 New
SIAS
402
Shine Investment Advisory Services
Colorado
$1.2M +$7.39K +56 +0.6%
WPW
403
Waldron Private Wealth
Pennsylvania
$1.2M +$1.2M +9,081 New
KFGK
404
Keystone Financial Group (Kentucky)
Kentucky
$1.2M +$54.1K +410 +5%
LFG
405
Larson Financial Group
Missouri
$1.2M +$56.4K +427 +5%
MGIA
406
Moneta Group Investment Advisors
Missouri
$1.19M -$739K -5,595 -38%
CWM
407
Cornerstone Wealth Management
Missouri
$1.19M -$144M -1,095,246 -99%
FNT
408
First National Trust
Pennsylvania
$1.19M -$27.7K -210 -2%
SAM
409
Sawgrass Asset Management
Florida
$1.18M – – –
KA
410
Klingman & Associates
New York
$1.18M +$454K +3,438 +63%
WP
411
WealthSource Partners
California
$1.17M +$119K +900 +11%
HFA
412
Hoover Financial Advisors
Pennsylvania
$1.17M +$1.17M +8,846 New
HC
413
HNP Capital
New York
$1.16M +$1.16M +8,773 New
LRIA
414
Leonard Rickey Investment Advisors
Washington
$1.15M +$771K +5,841 +205%
MFT
415
Moisand Fitzgerald Tamayo
Florida
$1.14M +$28.5K +216 +3%
RW
416
REDW Wealth
New Mexico
$1.13M +$4.49K +34 +0.4%
PCMC
417
Private Capital Management (Colorado)
Colorado
$1.13M +$1.13M +8,560 New
SC
418
SouthState Corp
Florida
$1.12M +$153K +1,161 +16%
TFO
419
Tarbox Family Office
California
$1.12M -$126K -956 -10%
TA
420
Tiedemann Advisors
New York
$1.11M -$44.8K -340 -4%
WLIM
421
White Lighthouse Investment Management
Massachusetts
$1.11M +$337K +2,555 +44%
FUBT
422
First United Bank & Trust
Maryland
$1.1M -$41.6K -315 -4%
BAC
423
Boys Arnold & Co
North Carolina
$1.09M – – –
FPIS
424
Financial Planning & Information Services
Wisconsin
$1.09M -$105K -796 -9%
AF
425
Advisornet Financial
Minnesota
$1.08M +$3.3K +25 +0.3%
15 16
17
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