VB icon

Vanguard Small-Cap ETF
VB

Overview Fund Activity

668 hedge funds and large institutions have $9.15B invested in Vanguard Small-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 289 increasing their positions, 205 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
668
Holders Change
+37
Holders Change %
+5.86%
% of All Funds
16.65%
Holding in Top 10
61
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.29%
% of All Funds
1.52%
New
81
Increased
289
Reduced
205
Closed
40
Calls
$4.96M
Puts
$33M
Net Calls
-$28.1M
Net Calls Change
-$28M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$1.1B
2
Bank of America
Bank of America
North Carolina
$1.11B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$202M
4
AllianceBernstein
AllianceBernstein
Tennessee
$84.5M
5
CCA
Catalyst Capital Advisors
New York
$144M

Top Sellers

1
AA
Acorns Advisers
California
$79.7M
2
PP
Pension Partners
New York
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$145M
4
Natixis Advisors
Natixis Advisors
Massachusetts
$12M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$351K
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
576
Doyle Wealth Management
Florida
$206K +$206K +1,548 New
SAM
577
Silvercrest Asset Management
New York
$205K +$205K +1,540 New
KTC
578
Kistler-Tiffany Companies
Pennsylvania
$204K -$4.66K -35 -2%
SHJ
579
Sharkey, Howes & Javer
Colorado
$203K +$60K +451 +42%
MIAN
580
Mariner Independent Advisor Network
Kansas
$201K +$201K +1,505 New
AWA
581
Arete Wealth Advisors
Illinois
$200K +$200K +1,503 New
PCP
582
Proficio Capital Partners
Massachusetts
$193K +$193K +1,440 New
RFS
583
Rockefeller Financial Services
New York
$188K +$188K +1,410 New
JFGIW
584
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$185K +$22K +165 +14%
AIP
585
Almanack Investment Partners
Pennsylvania
$184K +$184K +1,377 New
CB
586
Community Bank
New York
$173K – – –
PFGIA
587
Patriot Financial Group Insurance Agency
Massachusetts
$171K +$16.7K +127 +11%
IIC
588
Integrated Investment Consultants
Michigan
$152K – – –
LWA
589
Lenox Wealth Advisors
New York
$146K – – –
PFSC
590
Peoples Financial Services Corp
Pennsylvania
$130K – – –
FANJ
591
Financial Architects (New Jersey)
New Jersey
$123K -$60.8K -457 -33%
WCM
592
Wealthcare Capital Management
Virginia
$122K +$91K +685 +294%
CAG
593
Crestwood Advisors Group
Massachusetts
$117K +$117K +869 New
SQA
594
Simon Quick Advisors
New Jersey
$112K +$14.9K +112 +15%
SEI Investments
595
SEI Investments
Pennsylvania
$99K -$29.2K -219 -23%
TIM
596
Tortoise Investment Management
New York
$99K – – –
FWM
597
Focused Wealth Management
New York
$99K +$33.5K +250 +51%
TWA
598
TCI Wealth Advisors
Arizona
$92K +$3.2K +24 +4%
FFC
599
First Financial Corp
Indiana
$89K -$73.5K -550 -45%
AOWM
600
Alpha Omega Wealth Management
Virginia
$88K – – –
22 23
24
25 26