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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 %
NDSI
501
Newman Dignan & Sheerar Inc
Rhode Island
$272K +$33.8K +262 +14%
AA
502
Ancora Advisors
Ohio
$272K +$40.1K +311 +17%
ACM
503
Armbruster Capital Management
New York
$268K -$103K -800 -28%
NA
504
NewEdge Advisors
Louisiana
$266K +$48K +366 +22%
ABFS
505
Appropriate Balance Financial Services
Washington
$265K +$1.54K +12 +0.6%
1SB
506
1ST Source Bank
Indiana
$262K +$31.1K +241 +13%
RCAG
507
Rehmann Capital Advisory Group
Michigan
$261K +$12.5K +97 +5%
CHP
508
Cable Hill Partners
Oregon
$260K +$88.2K +683 +51%
BBHC
509
Brown Brothers Harriman & Co
New York
$258K – – –
GJIC
510
Gamble Jones Investment Counsel
California
$258K – – –
DCM
511
Donaldson Capital Management
Indiana
$257K +$257K +1,996 New
AMIM
512
Aull & Monroe Investment Management
Alabama
$254K – – –
ECM
513
EagleClaw Capital Management
Massachusetts
$254K – – –
PWM
514
Perigon Wealth Management
California
$253K +$1.21K +9 +0.5%
AWM
515
AllSquare Wealth Management
New York
$253K +$243K +1,879 +2,378%
SYBT
516
Stock Yards Bank & Trust
Kentucky
$246K +$13.5K +105 +6%
GWM
517
Geneos Wealth Management
Colorado
$245K -$13.9K -108 -5%
NAM
518
NTV Asset Management
West Virginia
$238K +$238K +1,850 New
KL
519
KWMG LLC
Kansas
$235K -$1.81K -14 -0.8%
BW
520
Bison Wealth
Georgia
$235K +$235K +1,826 New
WI
521
WrapManager Inc
California
$234K +$16K +124 +7%
EWM
522
Empirical Wealth Management
Washington
$234K +$234K +1,813 New
MPAM
523
Murphy Pohlad Asset Management
Minnesota
$230K – – –
MJRIC
524
Mogy Joel R Investment Counsel
California
$230K – – –
AIM
525
Anchor Investment Management
South Carolina
$230K +$14.8K +115 +7%
19 20
21
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