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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 %
CSPIA
626
Cary Street Partners Investment Advisory
Virginia
$574K -$650K -5,629 -53%
SEIA
627
Signature Estate & Investment Advisors
California
$569K -$316K -2,740 -36%
JCM
628
Jag Capital Management
Missouri
$569K +$2.89K +25 +0.5%
JFA
629
Johanson Financial Advisors
California
$565K -$89.7M -774,258 -99%
RWMH
630
Riverpoint Wealth Management Holdings
Illinois
$562K +$225K +1,944 +67%
CPA
631
Clear Perspective Advisors
Illinois
$561K -$921K -7,981 -62%
RSS
632
Rosenblum Silverman Sutton
California
$558K +$558K +4,837 New
CAM
633
Columbia Asset Management
Michigan
$556K +$1.96K +17 +0.4%
SIC
634
Sigma Investment Counselors
Michigan
$551K +$128K +1,111 +30%
NFG
635
Nations Financial Group
Iowa
$549K +$105K +907 +24%
I
636
IberiaBank
Louisiana
$543K +$148K +1,282 +38%
FC
637
Ferris Capital
Massachusetts
$541K – – –
MA
638
MONECO Advisors
Connecticut
$540K -$159K -1,382 -23%
MCG
639
McCollum Christoferson Group
New York
$536K – – –
CCFM
640
Clear Creek Financial Management
Washington
$535K +$535K +4,332 New
VIM
641
Vista Investment Management
Pennsylvania
$532K -$293K -2,534 -36%
PWP
642
Principle Wealth Partners
Connecticut
$530K -$4.29M -37,199 -89%
BP
643
BBR Partners
New York
$530K +$57.1K +495 +12%
ML
644
McAdam LLC
Pennsylvania
$530K +$530K +4,592 New
SDWMA
645
Schneider Downs Wealth Management Advisors
Pennsylvania
$526K +$1.04K +9 +0.2%
EWA
646
Exencial Wealth Advisors
Oklahoma
$522K +$335K +2,905 +179%
BFIM
647
Beese Fulmer Investment Management
Ohio
$522K +$522K +4,518 New
FWM
648
Frontier Wealth Management
Missouri
$513K +$79.8K +691 +18%
DWM
649
Doyle Wealth Management
Florida
$512K +$43.1K +373 +9%
SFWC
650
Strategic Family Wealth Counselors
New Jersey
$511K -$513K -4,444 -50%
24 25
26
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