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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 %
TW
651
TrinityPoint Wealth
Connecticut
$622K +$166 +1 +0%
FWM
652
Frontier Wealth Management
Missouri
$621K +$2.65K +16 +0.4%
FWIA
653
Fort Washington Investment Advisors
Ohio
$612K -$463K -2,791 -43%
SWM
654
SigFig Wealth Management
California
$611K -$47.4K -286 -7%
ESB
655
Essex Savings Bank
Connecticut
$611K -$8.44K -51 -1%
WA
656
WESPAC Advisors
California
$610K – – –
OFG
657
Oxford Financial Group
Indiana
$608K +$314K +1,895 +107%
SIC
658
Sigma Investment Counselors
Michigan
$607K – – –
IC
659
IEQ Capital
California
$601K +$601K +3,628 New
SYBT
660
Stock Yards Bank & Trust
Kentucky
$598K +$46.4K +280 +8%
UB
661
UMB Bank
Missouri
$595K -$3.65K -22 -0.6%
PL
662
Plancorp LLC
Missouri
$592K +$219K +1,323 +59%
SIA
663
Soltis Investment Advisors
Utah
$588K +$588K +3,549 New
WA1
664
Wimmer Associates 1
California
$587K +$35.6K +215 +6%
VFA
665
Valeo Financial Advisors
Indiana
$587K +$318K +1,921 +118%
FBFS
666
First Business Financial Services
Wisconsin
$584K -$52.7K -318 -8%
VCP
667
Verus Capital Partners
Arizona
$583K +$583K +3,519 New
BWP
668
Bernardo Wealth Planning
Pennsylvania
$581K +$331 +2 +0.1%
IWP
669
IAG Wealth Partners
Wisconsin
$574K +$574K +3,464 New
LP
670
LGL Partners
Pennsylvania
$573K -$531K -3,206 -48%
NFG
671
Nadler Financial Group
Illinois
$573K +$13.9K +84 +2%
FTI
672
Fiduciary Trust International
Massachusetts
$572K – – –
F
673
F3Logic
Minnesota
$571K -$15K -91 -3%
CFC
674
Coyle Financial Counsel
Illinois
$570K -$5.46K -33 -0.9%
DCM
675
Donaldson Capital Management
Indiana
$568K -$184K -1,113 -24%
25 26
27
28 29