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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 %
FMWA
426
Forvis Mazars Wealth Advisors
Missouri
$1.08M -$48.3K -366 -4%
AFP
427
Ausdal Financial Partners
Iowa
$1.08M -$1.64M -12,420 -60%
BFG
428
Barber Financial Group
Kansas
$1.07M +$9.63K +73 +0.9%
SSB
429
Sandy Spring Bank
Maryland
$1.07M -$13.7K -104 -1%
SG
430
Somerset Group
Minnesota
$1.07M -$924 -7 -0.1%
RWA
431
Redhawk Wealth Advisors
Minnesota
$1.06M -$95.2K -635 -8%
PIA
432
Pinion Investment Advisors
Kansas
$1.06M +$272K +2,064 +35%
SPIA
433
Steward Partners Investment Advisory
New York
$1.06M -$1.75M -13,287 -62%
BFG
434
Beacon Financial Group
Texas
$1.05M +$183K +1,398 +21%
CAPTRUST Financial Advisors
435
CAPTRUST Financial Advisors
North Carolina
$1.04M +$669K +5,072 +183%
BCP
436
Berkeley Capital Partners
Georgia
$1.01M +$33.8K +256 +3%
BCM
437
Brookstone Capital Management
Illinois
$1.01M +$473K +3,585 +89%
QIM
438
Quest Investment Management
Oregon
$1M +$1.58K +12 +0.2%
EW
439
Emerson Wealth
Michigan
$994K +$994K +7,528 New
Koshinski Asset Management
440
Koshinski Asset Management
Illinois
$988K +$155K +1,173 +19%
RWA
441
Ropes Wealth Advisors
Massachusetts
$980K -$41.3K -313 -4%
GIA
442
Gladstone Institutional Advisory
Florida
$972K +$972K +7,362 New
VIM
443
Vista Investment Management
Pennsylvania
$966K -$26.4K -200 -3%
EAM
444
Evanson Asset Management
California
$964K -$71.5K -542 -7%
VR
445
Viridian RIA
Washington
$964K +$964K +7,306 New
MOS
446
MGO One Seven
Ohio
$958K +$98.6K +747 +11%
ACM
447
AlphaStar Capital Management
North Carolina
$957K -$608K -5,445 -39%
VA
448
Valmark Advisers
Ohio
$953K +$396 +3 +0%
SCA
449
Stokes Capital Advisors
South Carolina
$948K -$66K -500 -7%
WTB
450
Washington Trust Bank
Washington
$947K +$9.24K +70 +1%
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