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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 %
VFP
626
Verus Financial Partners
Virginia
$400K – – –
OSNBOA
627
Old Second National Bank of Aurora
Illinois
$398K +$69K +523 +21%
CFA
628
Carroll Financial Associates
North Carolina
$397K +$27.9K +205 +8%
SFWC
629
Strategic Family Wealth Counselors
New Jersey
$397K +$397K +3,011 New
LCM
630
Logan Capital Management
Pennsylvania
$396K -$13.2K -100 -3%
Prudential Financial
631
Prudential Financial
New Jersey
$393K +$192K +1,452 +95%
RWMH
632
Riverpoint Wealth Management Holdings
Illinois
$389K +$95.7K +724 +33%
NB
633
Nicolet Bankshares
Wisconsin
$389K +$112K +850 +41%
AIA
634
Alera Investment Advisors
Illinois
$389K +$389K +2,944 New
VV
635
Valentine Ventures
Oregon
$387K +$387K +2,935 New
FHA
636
First Horizon Advisors
Tennessee
$386K -$384K -2,911 -50%
FPGK
637
Financial Partners Group (Kansas)
Kansas
$384K +$396 +3 +0.1%
Janus Henderson Group
638
Janus Henderson Group
United Kingdom
$379K -$1.04M -7,898 -73%
GAM
639
Griffin Asset Management
New York
$379K +$12K +91 +3%
NEGWA
640
New England Guild Wealth Advisors
Connecticut
$379K +$122K +921 +47%
SWM
641
SeaCrest Wealth Management
New York
$378K -$10K -76 -3%
SFS
642
Strategic Financial Services
New York
$376K +$5.27K +40 +1%
PA
643
PFG Advisors
Arizona
$375K -$11.4K -75 -3%
CS
644
Credit Suisse
Switzerland
$373K -$1.36M -10,287 -78%
ECM
645
EagleClaw Capital Management
Massachusetts
$373K – – –
1SB
646
1ST Source Bank
Indiana
$372K – – –
HWM
647
Highwater Wealth Management
Colorado
$372K +$372K +2,816 New
LC
648
Lindbrook Capital
California
$372K +$372K +2,825 New
SBH
649
Segall Bryant & Hamill
Illinois
$371K +$3.17K +24 +0.9%
CIC
650
Carnegie Investment Counsel
Ohio
$371K +$31.5K +239 +9%
24 25
26
27 28