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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 %
LDB
651
Lee, Danner & Bass
Tennessee
$510K – – –
BWA
652
Burt Wealth Advisors
Maryland
$509K +$36K +312 +8%
LCOV
653
London Company of Virginia
Virginia
$507K +$507K +4,390 New
WCFA
654
Walkner Condon Financial Advisors
Wisconsin
$504K -$21.4K -185 -4%
NGA
655
Naples Global Advisors
Florida
$504K -$2.31K -20 -0.5%
IWMA
656
Ironwood Wealth Management (Arizona)
Arizona
$500K -$53K -459 -10%
GFPC
657
Global Financial Private Client
Florida
$498K +$2.39K +22 +0.5%
BOM
658
Bank of Marin
California
$497K +$497K +4,300 New
RWRC
659
R.W. Roge & Company
New York
$491K -$105K -912 -18%
RCA
660
Rex Capital Advisors
Rhode Island
$491K – – –
Kayne Anderson Rudnick Investment Management
661
Kayne Anderson Rudnick Investment Management
California
$491K +$489K +4,236 +30,257%
PO
662
Private Ocean
California
$488K – – –
SPA
663
Sentinel Pension Advisors
Massachusetts
$486K +$203K +1,757 +72%
BCM
664
Breiter Capital Management
Florida
$485K +$485K +4,200 New
SNBOSD
665
Security National Bank of So Dak
Iowa
$484K -$11.3K -98 -2%
MHIC
666
Marble Harbor Investment Counsel
Massachusetts
$478K +$478K +4,140 New
ACP
667
Ashfield Capital Partners
California
$477K -$762K -6,596 -62%
VFA
668
Valeo Financial Advisors
Indiana
$476K +$31.5K +251 +7%
W
669
WealthStone
Ohio
$474K -$126K -1,091 -21%
ESB
670
Essex Savings Bank
Connecticut
$473K +$46.9K +406 +11%
CIC
671
Carnegie Investment Counsel
Ohio
$468K +$111K +965 +31%
RBCM
672
Raub Brock Capital Management
California
$465K – – –
GJIC
673
Gamble Jones Investment Counsel
California
$463K -$82.1K -711 -15%
GWM
674
Geneos Wealth Management
Colorado
$462K +$19.2K +168 +4%
Neuberger Berman Group
675
Neuberger Berman Group
New York
$460K +$231 +2 +0.1%
25 26
27
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