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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 %
DWT
551
Dorsey & Whitney Trust
South Dakota
$580K +$97K +734 +20%
CFD
552
Creative Financial Designs
Indiana
$578K -$57.5K -436 -9%
Cerity Partners
553
Cerity Partners
New York
$577K +$190K +1,438 +49%
RMAM
554
Raab & Moskowitz Asset Management
New Jersey
$576K -$16.9K -128 -3%
SFPM
555
Sensible Financial Planning & Management
Massachusetts
$574K – – –
PO
556
Private Ocean
California
$570K +$33.1K +251 +6%
NG
557
Northstar Group
New York
$565K -$69.3K -524 -11%
AWM
558
AllSquare Wealth Management
New York
$565K +$11.6K +88 +2%
GJIC
559
Gamble Jones Investment Counsel
California
$565K +$73.9K +560 +15%
RCA
560
Rex Capital Advisors
Rhode Island
$561K – – –
JSL
561
JT Stratford LLC
Georgia
$559K +$559K +4,236 New
WSFS
562
Wilmington Savings Fund Society
Delaware
$553K +$40.5K +307 +8%
GLA
563
Great Lakes Advisors
Illinois
$552K – – –
GC
564
Gilbert & Cook
Iowa
$551K -$37.5K -284 -6%
TIM
565
Tortoise Investment Management
New York
$551K +$395K +2,989 +252%
HHGA
566
Halbert Hargrove Global Advisors
California
$544K -$312K -2,364 -36%
SWP
567
Strategic Wealth Partners
Ohio
$544K -$11K -76 -2%
MHS
568
M Holdings Securities
Oregon
$538K +$3.83K +29 +0.7%
OIA
569
OneDigital Investment Advisors
Kansas
$530K +$69.8K +529 +15%
FWM
570
Frontier Wealth Management
Missouri
$528K +$130K +984 +33%
CFC
571
Coyle Financial Counsel
Illinois
$525K +$525K +3,975 New
TW
572
TrinityPoint Wealth
Connecticut
$520K +$520K +3,943 New
AF
573
Affiance Financial
Minnesota
$515K – – –
SXL
574
Summit X LLC
Missouri
$515K +$124K +940 +32%
CPSAC
575
Chas P. Smith & Associates (CPS)
Florida
$514K -$47.2K -358 -8%
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