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Vanguard Small-Cap ETF
VB

Overview Fund Activity

368 hedge funds and large institutions have $3.6B invested in Vanguard Small-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 161 increasing their positions, 123 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
–
Holders Change %
0%
% of All Funds
10.64%
Holding in Top 10
34
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.24%
% of All Funds
0.98%
New
33
Increased
161
Reduced
123
Closed
29
Calls
$4.5M
Puts
$2.46M
Net Calls
+$2.03M
Net Calls Change
+$2.2M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$91.2M
2
U
2
UBS
Switzerland
$196M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$14.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$280M
5
Creative Planning
5
Creative Planning
Kansas
$153M

Top Sellers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$3.59M
2
Wells Fargo
2
Wells Fargo
California
$285M
3
PP
3
Pension Partners
New York
$0
4
BTS
4
BB&T Securities
Virginia
$43.5M
5
BIT
5
BlackRock Institutional Trust
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
26
Pinnacle Associates
New York
$23.2M +$417K +3,692 +2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$21.4M +$1.48M +13,075 +7%
HIMC
28
Heritage Investors Management Corp
Maryland
$21.1M -$121K -1,070 -0.6%
Barclays
29
Barclays
United Kingdom
$20.2M +$47.3K +422 +0.2%
BCI
30
Brinker Capital Investments
Pennsylvania
$19M +$150K +1,327 +0.8%
EA
31
Efficient Advisors
Ohio
$19M +$214K +1,899 +1%
MIS
32
Morningstar Investment Services
Illinois
$18.4M +$2M +17,730 +12%
TTWM
33
TCV Trust & Wealth Management
Virginia
$18.3M +$347K +3,073 +2%
CLA
34
Cranberry Lake Advisors
Texas
$18.1M -$2.26M -20,000 -11%
AAM
35
Autus Asset Management
Arizona
$18.1M +$219K +1,943 +1%
EWM
36
Evercore Wealth Management
New York
$17.5M +$4.39M +38,830 +33%
MWP
37
Moller Wealth Partners
$17.3M +$1.4M +12,397 +9%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$16.6M +$972K +8,603 +6%
PGFC
39
Peapack-Gladstone Financial Corp
New Jersey
$16.1M +$218K +1,931 +1%
Citigroup
40
Citigroup
New York
$15.9M -$334K -2,954 -2%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$14.9M +$14.9M +132,251 New
TCM
42
TD Capital Management
Tennessee
$14.4M -$66.6K -590 -0.5%
BFPW
43
BOK Financial Private Wealth
Colorado
$13.9M +$296K +2,622 +2%
MWM
44
Merriman Wealth Management
Washington
$13.9M +$2.66M +24,344 +24%
BAM
45
Barrett Asset Management
New York
$13.8M +$618K +5,471 +5%
WA
46
WBH Advisory
Maryland
$13M +$93.6K +829 +0.7%
NPC
47
National Planning Corporation
California
$12.8M +$1.07M +9,350 +9%
ANBT
48
American National Bank & Trust
Texas
$12.5M -$248K -2,197 -2%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$11.9M +$61.8K +547 +0.5%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$11.9M -$584K -5,169 -5%
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