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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 %
SWM
651
SigFig Wealth Management
California
$371K +$371K +2,839 New
RIG
652
Roosevelt Investment Group
New York
$366K – – –
SIC
653
Sigma Investment Counselors
Michigan
$366K – – –
WA
654
Wambolt & Associates
Colorado
$364K +$364K +2,755 New
AII
655
AGF Investments Inc
Ontario, Canada
$363K -$142K -1,075 -28%
SBIA
656
Sheaff Brock Investment Advisors
Indiana
$362K +$20.2K +153 +6%
TC
657
TownSquare Capital
Utah
$362K +$362K +2,414 New
TNB
658
Thomasville National Bank
Georgia
$360K – – –
MFWM
659
Motley Fool Wealth Management
Virginia
$358K -$8.19K -62 -2%
WFG
660
Wills Financial Group
Virginia
$358K -$7.78K -59 -2%
OC
661
Oarsman Capital
Wisconsin
$357K – – –
IFAM
662
Institutional & Family Asset Management
Colorado
$352K +$104K +787 +42%
ATFA
663
All Terrain Financial Advisors
Minnesota
$351K -$86.1K -653 -20%
RVPG
664
Relative Value Partners Group
$348K -$16K -121 -4%
FAT
665
First American Trust
California
$345K +$124K +944 +56%
PWW
666
Pettyjohn Wood & White
Virginia
$340K +$793 +6 +0.2%
NCM
667
Nelson Capital Management
California
$340K +$340K +2,577 New
BMCM
668
Bryn Mawr Capital Management
Pennsylvania
$336K +$23.3K +176 +7%
OPCM
669
Osborne Partners Capital Management
California
$333K -$23.8K -180 -7%
CPO
670
Cerity Partners OCIO
New York
$326K -$173K -1,306 -35%
VNA
671
Valley National Advisers
Pennsylvania
$323K +$660 +5 +0.2%
WEC
672
Winslow Evans & Crocker
Massachusetts
$322K -$15.2K -114 -4%
SHGA
673
Sand Hill Global Advisors
California
$321K +$321K +2,433 New
WP
674
WealthShield Partners
North Carolina
$318K +$87.5K +662 +38%
Franklin Resources
675
Franklin Resources
California
$317K +$60.7K +459 +24%
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