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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 %
ATIA
676
American Trust Investment Advisors
New Hampshire
$313K +$7.26K +55 +2%
PFS
677
Prospera Financial Services
Texas
$313K +$12K +90 +4%
AssetMark Inc
678
AssetMark Inc
California
$309K -$119K -910 -28%
FCA
679
FinTrust Capital Advisors
South Carolina
$309K +$309K +2,338 New
SG Americas Securities
680
SG Americas Securities
New York
$308K -$1.22M -9,249 -80%
AA
681
Ancora Advisors
Ohio
$308K -$49.4K -375 -14%
SP
682
Symmetry Partners
Connecticut
$308K +$1.19K +9 +0.4%
SFM
683
Signature Financial Management
Virginia
$307K +$2.65K +20 +0.9%
ICM
684
IMS Capital Management
Oregon
$307K +$294K +2,224 +2,224%
CCA
685
Conservest Capital Advisors
Pennsylvania
$307K +$307K +2,323 New
WPC
686
Waters Parkerson & Co
Louisiana
$305K – – –
PWM
687
Perigon Wealth Management
California
$304K -$41.9K -289 -12%
RBC
688
Roble Belko & Company
Pennsylvania
$303K +$276K +2,091 +1,025%
AIM
689
Aspen Investment Management
Michigan
$303K +$303K +2,293 New
Lazard Asset Management
690
Lazard Asset Management
New York
$303K +$303K +2,300 New
BC
691
Burney Company
Virginia
$300K +$17.8K +135 +6%
HR
692
Howe & Rusling
New York
$299K -$417K -3,154 -58%
KL
693
KWMG LLC
Kansas
$298K +$183K +1,387 +159%
OFS
694
Orrstown Financial Services
Pennsylvania
$294K – – –
FLA
695
Financial Life Advisors
Texas
$291K +$89.4K +677 +44%
TAM
696
Tocqueville Asset Management
New York
$290K – – –
Nomura Asset Management
697
Nomura Asset Management
Japan
$290K +$290K +2,200 New
CA
698
CapWealth Advisors
Tennessee
$289K – – –
OPA
699
Old Port Advisors
Maine
$288K +$288K +2,011 New
EFS
700
Essex Financial Services
Connecticut
$286K -$1.07M -8,145 -79%
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