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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 %
TF
576
Tompkins Financial
New York
$514K +$165K +1,249 +47%
MCM
577
MAI Capital Management
Ohio
$512K +$7.13K +54 +1%
AP
578
Appleton Partners
Massachusetts
$512K +$259K +1,760 +102%
WT
579
Washington Trust
Rhode Island
$511K – – –
FBFS
580
First Business Financial Services
Wisconsin
$508K +$508K +3,845 New
WS
581
Wedbush Securities
California
$507K -$3.96K -30 -0.8%
PV
582
Private Vista
Illinois
$505K +$63.6K +482 +14%
AC
583
Abbrea Capital
California
$502K +$502K +3,805 New
CAG
584
Crestwood Advisors Group
Massachusetts
$501K -$106K -805 -18%
BBHC
585
Brown Brothers Harriman & Co
New York
$498K +$210K +1,590 +73%
B
586
Bailard
California
$495K +$495K +3,753 New
CSPIA
587
Cary Street Partners Investment Advisory
Virginia
$490K +$490K +3,713 New
CI
588
Conning Inc
Connecticut
$488K – – –
HTC
589
Haverford Trust Company
Pennsylvania
$488K +$44.1K +334 +10%
Thrivent Financial for Lutherans
590
Thrivent Financial for Lutherans
Minnesota
$487K – – –
UBV
591
United Bank (Virginia)
Virginia
$485K – – –
SCM
592
Sterling Capital Management
North Carolina
$479K +$114K +861 +31%
BAM
593
Belpointe Asset Management
Nevada
$477K +$286K +2,171 +150%
ABC
594
Associated Banc-Corp
Wisconsin
$476K +$16.6K +126 +4%
BC
595
Brinker Capital
Pennsylvania
$471K -$1.98M -15,023 -81%
MFGP
596
Marshall Financial Group (Pennsylvania)
Pennsylvania
$469K +$469K +3,550 New
PCTC
597
Perkins Coie Trust Company
Washington
$468K – – –
Rockefeller Capital Management
598
Rockefeller Capital Management
New York
$465K -$16K -121 -3%
BFO
599
Boston Family Office
Massachusetts
$461K -$9.64K -73 -2%
CCM
600
Coe Capital Management
Illinois
$451K – – –
22 23
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