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Vanguard Small-Cap ETF
VB

Overview Fund Activity

780 hedge funds and large institutions have $11.3B invested in Vanguard Small-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 315 increasing their positions, 214 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
+96
Holders Change %
+14.04%
% of All Funds
17.72%
Holding in Top 10
73
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+14.06%
% of All Funds
1.66%
New
141
Increased
315
Reduced
214
Closed
36
Calls
$3.92M
Puts
$546K
Net Calls
+$3.37M
Net Calls Change
+$122K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$278M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$1.53B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$105M
4
Ameriprise
Ameriprise
Minnesota
$415M
5
LPL Financial
LPL Financial
California
$180M

Top Sellers

1
Citigroup
Citigroup
New York
$27.3M
2
QI
QS Investors
New York
$101M
3
PPFA
Provida Pension Fund Administrator
Chile
$15.8M
4
PP
Pension Partners
New York
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCP
651
Proficio Capital Partners
Massachusetts
$228K – – –
FLA
652
Financial Life Advisors
Texas
$227K +$227K +1,539 New
CPIA
653
Cornell Pochily Investment Advisors
New York
$227K +$227K +1,541 New
F
654
Filament
Washington
$226K -$109K -738 -32%
G
655
GenTrust
Florida
$226K – – –
SS
656
Simplicity Solutions
Minnesota
$226K +$226K +1,531 New
FCIM
657
Fairview Capital Investment Management
California
$225K -$592 -4 -0.3%
SHGA
658
Sand Hill Global Advisors
California
$223K +$223K +1,511 New
NAM
659
NTV Asset Management
West Virginia
$222K – – –
TAM
660
Tocqueville Asset Management
New York
$222K +$222K +1,500 New
GC
661
Grimes & Company
Massachusetts
$220K -$25.2K -170 -10%
PFGIA
662
Patriot Financial Group Insurance Agency
Massachusetts
$218K +$450 +3 +0.2%
RWMH
663
Riverpoint Wealth Management Holdings
Illinois
$216K +$147 +1 +0.1%
BA
664
Boston Advisors
Massachusetts
$215K +$215K +1,457 New
AF
665
Allworth Financial
California
$214K +$4.44K +30 +2%
Nomura Asset Management
666
Nomura Asset Management
Japan
$213K -$2.47M -16,720 -92%
LWA
667
Lenox Wealth Advisors
New York
$211K +$22.7K +154 +12%
VC
668
Vicus Capital
Pennsylvania
$209K -$2.81K -19 -1%
FWM
669
Focused Wealth Management
New York
$209K +$82.6K +558 +65%
RFS
670
Rockefeller Financial Services
New York
$208K – – –
FNBOMD
671
First National Bank of Mount Dora
Florida
$207K +$207K +1,400 New
KTC
672
Kistler-Tiffany Companies
Pennsylvania
$205K -$9.02K -61 -4%
GHA
673
GW Henssler & Associates
Georgia
$205K +$205K +1,389 New
SWM
674
Segment Wealth Management
Texas
$205K +$205K +1,389 New
WA
675
WealthTrust Axiom
Pennsylvania
$204K +$204K +1,384 New
25 26
27
28 29