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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,042 hedge funds and large institutions have $12.4B invested in Vanguard Small-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 432 increasing their positions, 382 reducing their positions, and 139 closing their positions.

Holders
1,042
Holders Change
-54
Holders Change %
-4.93%
% of All Funds
23.02%
Holding in Top 10
87
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.25%
% of All Funds
1.92%
New
101
Increased
432
Reduced
382
Closed
139
Calls
$4.22M
Puts
$2.26M
Net Calls
+$1.96M
Net Calls Change
-$3.95M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.46B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.66B
3
Morgan Stanley
3
Morgan Stanley
New York
$599M
4
CSIA
4
Charles Schwab Investment Advisory
California
$243M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$122M

Top Sellers

1
CM
1
Churchill Management
California
$0
2
JFA
2
Johanson Financial Advisors
California
$565K
3
MRC
3
Millburn Ridgefield Corp
New York
$81.6M
4
CCA
4
Catalyst Capital Advisors
New York
$81.6M
5
CIAS
5
CBIZ Investment Advisory Services
Ohio
$42.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFM
26
MD Financial Management
Ontario, Canada
$78.7M -$5.76M -49,857 -7%
Osaic Holdings
27
Osaic Holdings
Arizona
$68M +$68M +2,112,020 New
Baird Financial Group
28
Baird Financial Group
Wisconsin
$68M +$9.91M +85,822 +17%
CIBC Private Wealth Group
29
CIBC Private Wealth Group
Georgia
$67.1M +$3.84M +33,270 +6%
Truist Financial
30
Truist Financial
North Carolina
$63.5M +$4.08M +35,303 +7%
Stifel Financial
31
Stifel Financial
Missouri
$63.3M +$3.72M +32,166 +6%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$62.3M +$7.97M +68,999 +15%
M&T Bank
33
M&T Bank
New York
$59.6M +$59.6M +516,223 New
SBSB
34
Sullivan, Bruyette, Speros & Blaney
Virginia
$57.7M +$1.23M +10,672 +2%
KIM
35
Karpus Investment Management
New York
$54.1M -$19.1M -165,469 -26%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$50M -$7.18M -62,207 -13%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$49.7M -$3.03M -26,250 -6%
FSWA
38
Financial Synergies Wealth Advisors
Texas
$47.4M +$5.27M +45,684 +13%
CIAS
39
CBIZ Investment Advisory Services
Ohio
$42.9M -$52.3M – –
RJA
40
Raymond James & Associates
Florida
$42.4M -$7.86M -68,043 -16%
VCP
41
Vista Capital Partners
Oregon
$42.3M +$4.49M +38,903 +12%
HWA
42
Heartwood Wealth Advisors
Virginia
$39.8M +$10.8M +93,237 +37%
BPB
43
Badgley, Phelps & Bell
Washington
$38.7M -$212K -1,839 -0.5%
CAM
44
Chandler Asset Management
California
$37.2M +$162K +1,400 +0.4%
MA
45
MUFG Americas
New York
$37M +$580K +5,021 +2%
PA
46
Pinnacle Associates
New York
$36.6M -$1.53M -13,265 -4%
PGFC
47
Peapack-Gladstone Financial Corp
New Jersey
$35.2M +$1.1M +9,504 +3%
PAG
48
Private Advisor Group
New Jersey
$35.1M +$9.4M +81,389 +37%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$34.6M -$3.39M -29,409 -9%
Vanguard Group
50
Vanguard Group
Pennsylvania
$34.4M +$3.74M +32,382 +12%
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