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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 %
CAC
576
Certified Advisory Corp
Florida
$707K +$421K +3,649 +147%
PSF
577
Pacific Sun Financial
California
$705K +$39.5K +342 +6%
QCG
578
Quadrant Capital Group
Ohio
$698K +$126K +1,093 +22%
KTA
579
Keeley-Teton Advisors
Illinois
$693K – – –
SLT
580
St Louis Trust
Missouri
$684K +$684K +5,926 New
VFP
581
Verus Financial Partners
Virginia
$683K +$30.2K +262 +5%
IC
582
Intersect Capital
California
$681K – – –
MWM
583
Meridian Wealth Management
Kentucky
$677K +$11.9K +103 +2%
FUBT
584
First United Bank & Trust
Maryland
$675K -$90K -780 -12%
CMO
585
Covenant Multifamily Offices
Texas
$671K -$2.62M -22,723 -80%
FMBTD
586
First Midwest Bank Trust Division
Illinois
$671K -$2.08K -18 -0.3%
MA
587
Montag & Associates
Georgia
$669K +$167K +1,443 +33%
GC
588
Gibson Capital
Pennsylvania
$665K – – –
EFS
589
Essex Financial Services
Connecticut
$663K +$463K +4,012 +232%
CWM
590
Circle Wealth Management
New Jersey
$662K +$662K +5,732 New
KTC
591
Kistler-Tiffany Companies
Pennsylvania
$656K – – –
WSFS
592
Wilmington Savings Fund Society
Delaware
$655K -$53.9K -467 -8%
SC
593
SouthState Corp
Florida
$655K – – –
FTIOP
594
Fiduciary Trust International of Pennsylvania
Pennsylvania
$654K +$654K +5,661 New
GWMIA
595
Global Wealth Management Investment Advisory
Florida
$652K +$27.2K +236 +4%
FTC
596
Farmers Trust Company
Ohio
$651K -$10.4K -90 -2%
SFPM
597
Sensible Financial Planning & Management
Massachusetts
$648K +$117K +1,017 +22%
PFS
598
Prospera Financial Services
Texas
$640K -$66K -572 -9%
CCMD
599
Cypress Capital Management (Delaware)
Delaware
$637K -$578 -5 -0.1%
AT
600
Arden Trust
Delaware
$636K – – –
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