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Vanguard Small-Cap ETF

855 hedge funds and large institutions have $13.1B invested in Vanguard Small-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 329 increasing their positions, 275 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
855
Holders Change
+24
Holders Change %
+2.89%
% of All Funds
19.58%
Holding in Top 10
79
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.81%
New
65
Increased
329
Reduced
275
Closed
34
Calls
$3.68M
Puts
$2.42M
Net Calls
+$1.26M
Net Calls Change
+$2.53M
Name Holding Trade Value Shares
Change
Shares
Change %
SBSB
26
Sullivan, Bruyette, Speros & Blaney
Virginia
$82.3M -$3.03M -18,659 -4%
EWA
27
EP Wealth Advisors
California
$80.4M +$597K +3,675 +0.7%
CIBC Private Wealth Group
28
CIBC Private Wealth Group
Georgia
$79.5M +$13.9M +85,264 +21%
CM
29
Churchill Management
California
$73.5M +$118K +728 +0.2%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$72.8M -$2.94M -18,054 -4%
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$70.5M -$1.21M -7,418 -2%
Stifel Financial
32
Stifel Financial
Missouri
$62M +$1.21M +7,424 +2%
PAMU
33
Pictet Asset Management (UK)
United Kingdom
$60.2M -$2.28M -14,000 -4%
PA
34
Pinnacle Associates
New York
$56.6M +$391K +2,407 +0.7%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$55.9M +$5.27M +32,439 +10%
RJA
36
Raymond James & Associates
Florida
$55M +$5.57M +34,246 +11%
VCP
37
Vista Capital Partners
Oregon
$53.9M -$1.15M -7,069 -2%
TNBTD
38
Trustmark National Bank Trust Department
Mississippi
$53.6M +$11M +67,482 +26%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$51.8M +$1.17M +7,212 +2%
Vanguard Group
40
Vanguard Group
Pennsylvania
$48.9M -$1.65M -10,168 -3%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$48.1M +$315K +1,940 +0.7%
AAS
42
Annex Advisory Services
Wisconsin
$46.8M -$431K -2,650 -0.9%
PGFC
43
Peapack-Gladstone Financial Corp
New Jersey
$45.3M +$1.58M +9,694 +4%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$44M +$10.3M +63,507 +31%
IAS
45
INR Advisory Services
Pennsylvania
$43.6M -$3.31M -20,377 -7%
CSIA
46
Charles Schwab Investment Advisory
California
$43M -$1.39M -8,531 -3%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$40.9M +$773K +4,756 +2%
BTS
48
BB&T Securities
Virginia
$39.5M +$906K +5,575 +2%
MWP
49
Moller Wealth Partners
$38.6M -$1.83M -11,286 -5%
CAM
50
Chandler Asset Management
California
$35.4M +$6.45M +39,669 +22%