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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.

New
Increased
Maintained
Reduced
Closed
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
Bank of America
North Carolina
+$1.26B
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$247M
3
Morgan Stanley
Morgan Stanley
New York
+$121M
4
CSIA
Charles Schwab Investment Advisory
California
+$95.9M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$70.1M

Top Sellers

1
CM
Churchill Management
California
-$170M
2
JFA
Johanson Financial Advisors
California
-$89.7M
3
MRC
Millburn Ridgefield Corp
New York
-$57.8M
4
CCA
Catalyst Capital Advisors
New York
-$57.7M
5
CIAS
CBIZ Investment Advisory Services
Ohio
-$52.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
501
Institutional & Family Asset Management
Colorado
$1.01M +$385K +3,335 +62%
RWA
502
Ropes Wealth Advisors
Massachusetts
$1.01M +$113K +979 +13%
ANTB
503
AMG National Trust Bank
Colorado
$1M +$315K +2,725 +46%
BBHC
504
Brown Brothers Harriman & Co
New York
$990K +$66.6K +577 +7%
ATPW
505
Ashton Thomas Private Wealth
Arizona
$970K +$784K +6,792 +422%
CBFP
506
Cedar Brook Financial Partners
Ohio
$968K +$60.7K +526 +7%
CTC
507
Central Trust Company
Missouri
$959K -$19.5K -169 -2%
FNT
508
First National Trust
Pennsylvania
$948K -$179K -1,554 -16%
LWMM
509
Legacy Wealth Management (Mississippi)
Mississippi
$947K – – –
KeyBank National Association
510
KeyBank National Association
Ohio
$929K -$25.5K -221 -3%
KA
511
Klingman & Associates
New York
$928K -$181K -1,565 -16%
TAIM
512
TD Ameritrade Investment Management
Nebraska
$919K +$610K +5,279 +197%
5L
513
55I LLC
Massachusetts
$917K +$917K +7,292 New
DSA
514
Droms Strauss Advisors
Missouri
$916K -$87.8K -761 -9%
SAM
515
Sawgrass Asset Management
Florida
$910K – – –
VFA
516
Voya Financial Advisors
Connecticut
$894K -$1.77M -15,118 -66%
ODIJL
517
One Day In July LLC
Vermont
$890K -$830K -7,191 -48%
TWA
518
TCI Wealth Advisors
Arizona
$888K +$642K +5,562 +261%
IWM
519
IHT Wealth Management
Illinois
$885K -$92.1K -798 -9%
OFG
520
Oxford Financial Group
Indiana
$877K +$453K +3,922 +107%
BCP
521
Berkeley Capital Partners
Georgia
$869K +$66.7K +578 +8%
LWM
522
Liberty Wealth Management
California
$864K +$59.2K +513 +7%
SSB
523
Sandy Spring Bank
Maryland
$862K +$163K +1,410 +23%
FPB
524
First PREMIER Bank
South Dakota
$860K -$13.3K -115 -2%
AAM
525
Ameraudi Asset Management
New York
$860K +$860K +7,451 New
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