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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 %
BWL
526
Bogart Wealth LLC
Virginia
$857K +$800K +6,931 +1,403%
FPIS
527
Financial Planning & Information Services
Wisconsin
$850K -$19K -165 -2%
VCP
528
Verus Capital Partners
Arizona
$845K +$439K +3,797 +108%
ACP
529
Aveo Capital Partners
Colorado
$841K -$14K -121 -2%
BSB
530
Bangor Savings Bank
Maine
$841K +$43.5K +377 +5%
RC
531
Roundview Capital
New Jersey
$841K +$212K +1,836 +34%
IA
532
IFP Advisors
Florida
$835K +$288K +2,432 +53%
DC
533
Davenport & Co
Virginia
$830K +$145K +1,257 +21%
TA
534
Tiedemann Advisors
New York
$829K -$1.02M -8,841 -55%
SW
535
SkyOak Wealth
Michigan
$829K -$66.4K -575 -7%
RW
536
REDW Wealth
New Mexico
$829K +$4.04K +35 +0.5%
Deutsche Bank
537
Deutsche Bank
Germany
$828K +$91.3K +790 +12%
BFG
538
Barber Financial Group
Kansas
$824K -$21.6K -187 -3%
AIP
539
Ameritas Investment Partners
Nebraska
$824K +$30.2K +262 +4%
WP
540
WealthSource Partners
California
$821K -$428K -3,712 -34%
WCM
541
Windham Capital Management
Massachusetts
$821K – – –
TCPWM
542
Traverso Chambers Private Wealth Management
California
$816K -$616K -5,334 -43%
KIA
543
KCM Investment Advisors
California
$816K -$191K -1,653 -19%
TIM
544
Tortoise Investment Management
New York
$813K +$424K +3,676 +109%
AFP
545
Ausdal Financial Partners
Iowa
$807K +$148K +1,205 +23%
DWT
546
Dorsey & Whitney Trust
South Dakota
$806K +$316K +2,739 +65%
AF
547
Advisornet Financial
Minnesota
$802K +$41.6K +360 +5%
ZCM
548
Ziegler Capital Management
Illinois
$795K +$795K +6,891 New
WAP
549
Wealthcare Advisory Partners
Pennsylvania
$790K -$1.87M -16,228 -70%
S
550
SignatureFD
Georgia
$780K +$445K +3,860 +133%
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