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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 %
LPIC
501
LeJeune Puetz Investment Counsel
Michigan
$752K +$191K +1,450 +34%
AIP
502
Ameritas Investment Partners
Nebraska
$751K -$2.24K -17 -0.3%
F
503
F3Logic
Minnesota
$750K +$234K +1,771 +45%
HCM
504
Horan Capital Management
Maryland
$747K -$264 -2 -0%
GCP
505
Gill Capital Partners
Colorado
$742K +$742K +4,472 New
TFCP
506
Twin Focus Capital Partners
Massachusetts
$740K -$66K -500 -8%
SIA
507
Strategic Investment Advisors
Michigan
$733K +$733K +5,552 New
BS
508
Boenning & Scattergood
Pennsylvania
$721K -$112K -850 -13%
CCA
509
Cobblestone Capital Advisors
New York
$721K – – –
CAM
510
Columbia Asset Management
Michigan
$721K +$5.94K +45 +0.8%
OA
511
Oxbow Advisors
Texas
$719K – – –
PA
512
Probity Advisors
Texas
$718K +$29.3K +222 +4%
PTC
513
Private Trust Company
Ohio
$717K -$1.72K -13 -0.2%
TI
514
Truepoint Inc
Ohio
$715K -$9.77K -74 -1%
MA
515
MONECO Advisors
Connecticut
$715K +$715K +5,421 New
NFG
516
NewFocus Financial Group
Washington
$711K -$96.5K -731 -12%
CI
517
Chartist Inc
California
$707K -$49.8K -377 -7%
FPCP
518
Fort Point Capital Partners
California
$702K +$298K +2,256 +74%
NFG
519
Nadler Financial Group
Illinois
$697K -$304K -2,305 -30%
KA
520
Kovack Advisors
Florida
$696K -$395K -2,989 -36%
FA
521
Forefront Analytics
Pennsylvania
$694K -$400K -3,029 -37%
I
522
IberiaBank
Louisiana
$688K -$55.3K -419 -7%
CAI
523
Capital Advisors Inc
Oklahoma
$683K +$683K +5,175 New
JFA
524
Johanson Financial Advisors
California
$681K -$7.01K -53 -1%
BNP Paribas Financial Markets
525
BNP Paribas Financial Markets
France
$673K +$275K +2,080 +69%
19 20
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