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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 %
TA
676
TFG Advisers
Michigan
$566K +$17.2K +104 +3%
I
677
IberiaBank
Louisiana
$566K +$101K +610 +22%
FA
678
FCG Advisors
New Jersey
$565K +$284K +1,712 +101%
MPCG
679
Matrix Private Capital Group
New York
$564K +$564K +3,406 New
AWM
680
Aevitas Wealth Management
Massachusetts
$563K +$33.8K +204 +6%
CIA
681
Capital Investment Advisors
Georgia
$561K +$2.82K +17 +0.5%
DACG
682
Donor Advised Charitable Giving
California
$558K +$2.98K +18 +0.5%
TIM
683
Tortoise Investment Management
New York
$558K +$22.4K +135 +4%
SWM
684
Southern Wealth Management
Texas
$558K +$558K +3,371 New
CP
685
Camelot Portfolios
Ohio
$555K +$11.4K +69 +2%
FPTW
686
Franklin, Parlapiano, Turner & Welch
Texas
$554K – – –
AF
687
Affiance Financial
Minnesota
$549K – – –
SFP
688
Strategic Financial Partners
Oregon
$548K +$548K +3,306 New
TI
689
tru Independence
Oregon
$545K +$545K +4,727 New
TFCP
690
Twin Focus Capital Partners
Massachusetts
$541K -$166K -1,000 -23%
GG
691
Gofen & Glossberg
Illinois
$540K – – –
FT
692
Fiduciary Trust
Massachusetts
$539K +$65K +392 +14%
WEC
693
Winslow Evans & Crocker
Massachusetts
$536K -$127K -764 -19%
MFG
694
Merit Financial Group
Georgia
$532K +$532K +3,210 New
BFO
695
Biltmore Family Office
North Carolina
$531K +$166 +1 +0%
RRC
696
Relaxing Retirement Coach
Massachusetts
$528K – – –
FAAM
697
First Ascent Asset Management
Colorado
$528K +$528K +3,189 New
BWA
698
Beam Wealth Advisors
Louisiana
$526K +$526K +3,174 New
BOS
699
Bingham Osborn & Scarborough
California
$525K +$60.6K +366 +13%
AA
700
Advisory Alpha
Michigan
$522K -$92K -555 -15%
26 27
28
29 30