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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 %
LPT
451
Legacy Private Trust
Wisconsin
$942K -$310K -2,351 -25%
CCMD
452
Cypress Capital Management (Delaware)
Delaware
$936K -$6.6K -50 -0.7%
LA
453
LexAurum Advisors
Kansas
$934K +$137K +1,041 +17%
SFS
454
Sowell Financial Services
Arkansas
$929K +$929K +7,040 New
SQA
455
Simon Quick Advisors
New Jersey
$926K +$861K +6,524 +1,318%
PCM
456
Parsons Capital Management
Rhode Island
$910K -$70.4K -533 -7%
BP
457
BBR Partners
New York
$908K -$52.7K -399 -5%
SGAM
458
Steinberg Global Asset Management
Florida
$907K +$907K +6,872 New
CA
459
Capital Advantage
California
$900K +$900K +6,817 New
BIM
460
Bridges Investment Management
Nebraska
$896K +$8.44K +64 +1%
RC
461
Roundview Capital
New Jersey
$893K +$159K +1,207 +22%
PAA
462
Peregrine Asset Advisers
Oregon
$889K -$172K -1,301 -16%
FPB
463
First PREMIER Bank
South Dakota
$889K – – –
SF
464
Synovus Financial
Georgia
$889K +$6.46K +49 +0.7%
Mackenzie Financial
465
Mackenzie Financial
Ontario, Canada
$888K -$1.54M -11,656 -63%
ACP
466
Aveo Capital Partners
Colorado
$888K +$102K +772 +13%
MCP
467
Mirador Capital Partners
California
$880K -$21.8K -165 -2%
DI
468
DFPG Investments
Utah
$878K +$878K +6,654 New
FMBTD
469
First Midwest Bank Trust Division
Illinois
$877K +$254K +1,928 +41%
BAMG
470
Brand Asset Management Group
Missouri
$873K +$13.9K +105 +2%
LP
471
LGL Partners
Pennsylvania
$872K +$8.31K +63 +1%
NWM
472
Northwest Wealth Management
Iowa
$871K +$638K +4,838 +274%
CSIC
473
Clifford Swan Investment Counsel
California
$868K – – –
BWA
474
Burt Wealth Advisors
Maryland
$866K +$295K +2,238 +52%
HCC
475
Hirtle Callaghan & Co
Pennsylvania
$865K +$859K +6,509 +14,150%
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