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

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$7.26M
2
AA
Advisory Alpha
Michigan
$2.71M
3
Creative Planning
Creative Planning
Kansas
$123M
4
PPFA
Provida Pension Fund Administrator
Chile
$0
5
MIS
Morningstar Investment Services
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
451
Truepoint Inc
Ohio
$393K +$393K +2,995 New
WA
452
WESPAC Advisors
California
$387K – – –
LCM
453
Logan Capital Management
Pennsylvania
$387K – – –
CFD
454
Creative Financial Designs
Indiana
$377K +$377K +2,921 New
WCM
455
Weatherstone Capital Management
Colorado
$375K -$414K -3,212 -52%
ACI
456
Alpha Cubed Investments
California
$375K +$375K +2,909 New
HB
457
Homrich & Berg
Georgia
$371K -$72.2K -560 -16%
FCAG
458
First Capital Advisors Group
New Jersey
$369K +$369K +2,860 New
CAM
459
Columbia Asset Management
Michigan
$368K +$1.94K +15 +0.5%
AIP
460
Ameritas Investment Partners
Nebraska
$368K +$91K +707 +33%
HTC
461
Haverford Trust Company
Pennsylvania
$366K +$366K +2,839 New
VFP
462
Verus Financial Partners
Virginia
$362K -$3.1K -24 -0.8%
FC
463
Financial Consulate
Maryland
$362K +$54.4K +422 +18%
ATIA
464
American Trust Investment Advisors
New Hampshire
$361K -$6.44K -50 -2%
Thrivent Financial for Lutherans
465
Thrivent Financial for Lutherans
Minnesota
$361K +$14.4K +110 +4%
UB
466
UMB Bank
Missouri
$360K – – –
Betterment LLC
467
Betterment LLC
New York
$359K +$359K +2,786 New
DIA
468
Denver Investment Advisors
Colorado
$356K +$58.9K +456 +20%
CWM
469
Concert Wealth Management
California
$355K -$539K -4,194 -60%
FWP
470
FAS Wealth Partners
Kansas
$355K -$336K – –
UBWV
471
United Bank (West Virginia)
West Virginia
$351K – – –
RMAM
472
Raab & Moskowitz Asset Management
New Jersey
$350K +$350K +2,718 New
PHS
473
Pekin Hardy Strauss
Illinois
$349K +$349K +2,710 New
OFG
474
Oxford Financial Group
Indiana
$341K +$341K +2,643 New
PP
475
PagnatoKarp Partners
Virginia
$339K +$339K +2,632 New
17 18
19
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