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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 %
WA
601
WESPAC Advisors
California
$449K +$264 +2 +0.1%
SNBOSD
602
Security National Bank of So Dak
Iowa
$448K – – –
WA1
603
Wimmer Associates 1
California
$447K – – –
BFO
604
Biltmore Family Office
North Carolina
$446K +$264 +2 +0.1%
PCP
605
Proficio Capital Partners
Massachusetts
$443K +$258K +1,955 +140%
FPTW
606
Franklin, Parlapiano, Turner & Welch
Texas
$442K – – –
TA
607
TFG Advisers
Michigan
$438K +$438K +3,322 New
CIA
608
Capital Investment Advisors
Georgia
$433K +$3.83K +29 +0.9%
SYBT
609
Stock Yards Bank & Trust
Kentucky
$433K +$6.34K +48 +1%
GG
610
Gofen & Glossberg
Illinois
$423K – – –
IF
611
Ironwood Financial
Arizona
$422K -$3.7K -28 -0.9%
HR
612
Hayden Royal
North Carolina
$421K +$421K +3,190 New
RRC
613
Relaxing Retirement Coach
Massachusetts
$420K – – –
Chevy Chase Trust
614
Chevy Chase Trust
Maryland
$418K -$2.77K -21 -0.7%
BW
615
Bison Wealth
Georgia
$417K -$13.1K -99 -3%
GWM
616
Geneos Wealth Management
Colorado
$415K -$43.5K -333 -9%
WF
617
Welch & Forbes
Massachusetts
$413K – – –
Kovitz Investment Group Partners
618
Kovitz Investment Group Partners
Illinois
$410K -$1.45K -11 -0.4%
BWP
619
Bernardo Wealth Planning
Pennsylvania
$409K +$409K +3,101 New
CBFP
620
Cedar Brook Financial Partners
Ohio
$409K +$409K +3,101 New
IWA
621
Inspirion Wealth Advisors
Illinois
$408K -$45.4K -344 -10%
CMO
622
Covenant Multifamily Offices
Texas
$404K – – –
AWM
623
Avior Wealth Management
Nebraska
$404K +$40.3K +307 +11%
DWM
624
Doyle Wealth Management
Florida
$402K -$925 -7 -0.2%
BFM
625
Boston Financial Management
Massachusetts
$400K -$16K -121 -4%
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