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Vanguard Small-Cap ETF
VB

Overview Fund Activity

631 hedge funds and large institutions have $7.98B invested in Vanguard Small-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 278 increasing their positions, 153 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
+88
Holders Change %
+16.21%
% of All Funds
15.8%
Holding in Top 10
68
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+44.68%
% of All Funds
1.7%
New
116
Increased
278
Reduced
153
Closed
25
Calls
$3.54M
Puts
$3.64M
Net Calls
-$94K
Net Calls Change
-$2.29M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$186M
2
Bank of America
2
Bank of America
North Carolina
$965M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$737M
4
Wells Fargo
4
Wells Fargo
California
$480M
5
PP
5
Pension Partners
New York
$49.7M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$7.26M
2
AA
2
Advisory Alpha
Michigan
$2.71M
3
Creative Planning
3
Creative Planning
Kansas
$123M
4
PPFA
4
Provida Pension Fund Administrator
Chile
$0
5
MIS
5
Morningstar Investment Services
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
426
North Star Investment Management
Illinois
$461K +$9.54K +74 +2%
BPCE
427
Bank Pictet & Cie (Europe)
Germany
$460K +$460K +3,570 New
EMA
428
Efficient Market Advisors
California
$459K -$296K -2,295 -39%
WF
429
Welch & Forbes
Massachusetts
$459K -$19.4K -150 -4%
Carson Wealth (CWM LLC)
430
Carson Wealth (CWM LLC)
Nebraska
$452K -$240K -1,866 -35%
RFM
431
Royal Fund Management
Florida
$447K +$447K +3,470 New
RBC
432
Roble Belko & Company
Pennsylvania
$441K +$435K +3,376 +7,502%
CAM
433
Crestone Asset Management
Colorado
$437K +$437K +3,391 New
IUHSA
434
Itau Unibanco Holding S.A.
Brazil
$431K -$97.2K -753 -18%
BG
435
Bahl & Gaynor
Ohio
$431K -$26.4K -205 -6%
FPTW
436
Franklin, Parlapiano, Turner & Welch
Texas
$431K – – –
HFA
437
High Falls Advisors
New York
$431K +$129 +1 +0%
CCM
438
Coe Capital Management
Illinois
$430K +$1.29K +10 +0.3%
MPWT
439
MassMutual Private Wealth & Trust
Connecticut
$426K +$426K +3,307 New
AF
440
Alerus Financial
North Dakota
$426K +$37.5K +291 +10%
LI
441
LVZ Inc
Michigan
$426K +$87.5K +679 +26%
IC
442
Intersect Capital
California
$424K – – –
BFM
443
Boston Financial Management
Massachusetts
$422K +$116K +900 +38%
FUBT
444
First United Bank & Trust
Maryland
$417K +$417K +3,233 New
GAM
445
Gemmer Asset Management
California
$408K -$64.1K -497 -14%
OC
446
Oarsman Capital
Wisconsin
$406K -$272K -2,111 -40%
Kovitz Investment Group Partners
447
Kovitz Investment Group Partners
Illinois
$402K -$4.39K -34 -1%
IF
448
Ironwood Financial
Arizona
$395K -$36.4K -282 -8%
CMO
449
Covenant Multifamily Offices
Texas
$395K – – –
DWT
450
Dorsey & Whitney Trust
South Dakota
$394K +$1.94K +15 +0.5%
16 17
18
19 20