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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,096 hedge funds and large institutions have $15.1B invested in Vanguard Small-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 458 increasing their positions, 296 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
+129
Holders Change %
+13.34%
% of All Funds
21.64%
Holding in Top 10
89
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.88%
% of All Funds
1.76%
New
185
Increased
458
Reduced
296
Closed
40
Calls
$6.65M
Puts
$744K
Net Calls
+$5.9M
Net Calls Change
+$990K

Top Buyers

1
CM
Churchill Management
California
+$170M
2
Truist Financial
Truist Financial
North Carolina
+$66.7M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$64.6M
4
UBS Group
UBS Group
Switzerland
+$31.9M
5
AA
Acorns Advisers
California
+$31.9M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$91.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$63.8M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
-$29M
4
BFG
Bouchey Financial Group
New York
-$6.66M
5
MIS
Morningstar Investment Services
Illinois
-$5.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
626
StrategIQ Financial Group
Indiana
$691K -$56.1K -339 -8%
WFA
627
Wade Financial Advisory
California
$684K +$684K +4,127 New
BP
628
BBR Partners
New York
$679K – – –
BWA
629
Burt Wealth Advisors
Maryland
$679K – – –
TFS
630
Thoroughbred Financial Services
Tennessee
$677K +$84.5K +510 +14%
DWM
631
Doyle Wealth Management
Florida
$673K +$37.3K +225 +6%
ACM
632
Anfield Capital Management
California
$671K +$671K +3,988 New
RBCM
633
Raub Brock Capital Management
California
$667K – – –
B
634
Bailard
California
$664K -$49.7K -300 -7%
BBA
635
Braun-Bostich & Associates
Pennsylvania
$662K -$157K -945 -19%
Neuberger Berman Group
636
Neuberger Berman Group
New York
$660K +$166 +1 +0%
KTC
637
Kistler-Tiffany Companies
Pennsylvania
$656K +$256K +1,548 +64%
BPA
638
Beacon Pointe Advisors
California
$656K +$656K +3,956 New
OWA
639
Outlook Wealth Advisors
Texas
$646K -$41.2K -249 -6%
SFG
640
Sather Financial Group
Texas
$645K +$645K +3,896 New
Lazard Asset Management
641
Lazard Asset Management
New York
$643K +$3.48K +21 +0.5%
GWM
642
Geneos Wealth Management
Colorado
$642K -$3.15K -19 -0.5%
SFS
643
Strategic Financial Services
New York
$642K +$55.5K +335 +9%
UBV
644
United Bank (Virginia)
Virginia
$639K -$61.6K -372 -9%
CPSAC
645
Chas P. Smith & Associates (CPS)
Florida
$639K – – –
NFG
646
Nations Financial Group
Iowa
$638K +$70.9K +428 +13%
AWM
647
AllSquare Wealth Management
New York
$636K -$86.1K -520 -12%
HCM
648
Horan Capital Management
Maryland
$636K +$1.66K +10 +0.3%
SIS
649
SVB Investment Services
Utah
$627K +$627K +3,786 New
ASW
650
Astoria Strategic Wealth
Texas
$625K +$625K +3,776 New
24 25
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