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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 %
MA
526
Mutual Advisors
Nebraska
$668K -$98.7K -748 -13%
KWM
527
Kingsview Wealth Management
Oregon
$661K -$949K -7,188 -59%
CCP
528
Clarkston Capital Partners
Michigan
$658K +$5.94K +45 +0.9%
Neuberger Berman Group
529
Neuberger Berman Group
New York
$656K +$366K +2,772 +126%
JCM
530
Jag Capital Management
Missouri
$647K +$28.1K +213 +5%
JWM
531
JFG Wealth Management
Colorado
$643K +$643K +4,879 New
MWM
532
Meridian Wealth Management
Kentucky
$642K +$7.52K +57 +1%
GWMIA
533
Global Wealth Management Investment Advisory
Florida
$635K +$635K +4,808 New
First Manhattan
534
First Manhattan
New York
$633K +$274K +2,080 +76%
GBT
535
Grove Bank & Trust
Florida
$627K -$76.8K -582 -11%
TAIM
536
TD Ameritrade Investment Management
Nebraska
$625K +$597K +4,524 +2,144%
WPSG
537
Wealth & Pension Services Group
Georgia
$622K +$622K +4,714 New
GP
538
Girard Partners
Pennsylvania
$621K -$95.7K -725 -13%
FC
539
Ferris Capital
Massachusetts
$619K -$10.3K -78 -2%
NGA
540
Naples Global Advisors
Florida
$619K -$7.04K -50 -1%
FNBT
541
FineMark National Bank & Trust
Florida
$605K +$57.4K +435 +10%
QCG
542
Quadrant Capital Group
Ohio
$595K – – –
Deutsche Bank
543
Deutsche Bank
Germany
$593K -$43.1K -327 -7%
LDB
544
Lee, Danner & Bass
Tennessee
$591K -$29.1K -220 -5%
BA
545
BKS Advisors
Michigan
$590K – – –
SDWMA
546
Schneider Downs Wealth Management Advisors
Pennsylvania
$590K – – –
GAM
547
Gemmer Asset Management
California
$590K +$278K +2,110 +89%
AMG
548
Asset Management Group
Connecticut
$587K +$207K +1,564 +54%
NSIM
549
North Star Investment Management
Illinois
$584K +$51.1K +387 +10%
IWMA
550
Ironwood Wealth Management (Arizona)
Arizona
$581K +$581K +4,403 New
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