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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 %
CPO
676
Cerity Partners OCIO
New York
$460K +$211K +1,828 +85%
TD Asset Management
677
TD Asset Management
Ontario, Canada
$460K +$460K +2,708 New
PWM
678
Perigon Wealth Management
California
$456K +$76.9K +612 +20%
OWA
679
Outlook Wealth Advisors
Texas
$455K +$4.16K +36 +0.9%
SWM
680
SigFig Wealth Management
California
$454K +$28.2K +244 +7%
VWA
681
V Wealth Advisors
Kansas
$452K -$138K -1,199 -23%
SWPG
682
Strategic Wealth Partners Group
Illinois
$452K -$48K -416 -10%
Lazard Asset Management
683
Lazard Asset Management
New York
$450K +$1.73K +15 +0.4%
SFG
684
StrategIQ Financial Group
Indiana
$448K -$33.5K -290 -7%
UBV
685
United Bank (Virginia)
Virginia
$445K – – –
CPSAC
686
Chas P. Smith & Associates (CPS)
Florida
$445K – – –
TPA
687
Trivium Point Advisory
Connecticut
$440K -$557K -4,594 -56%
WA
688
WESPAC Advisors
California
$436K +$10.5K +91 +2%
BBA
689
Braun-Bostich & Associates
Pennsylvania
$432K – – –
AssetMark Inc
690
AssetMark Inc
California
$431K +$129K +1,102 +43%
SMC
691
Smith, Moore & Co
Missouri
$431K +$431K +3,735 New
SQA
692
Simon Quick Advisors
New Jersey
$424K +$361K +3,127 +576%
SWP
693
Summit Wealth Partners
Florida
$424K +$424K +3,671 New
IBOK
694
Independence Bank of Kentucky
Kentucky
$423K +$110K +949 +35%
TAM
695
Tradition Asset Management
Virginia
$419K +$61.6K +534 +17%
MCWS
696
McKinley Carter Wealth Services
West Virginia
$417K +$387K +3,359 +1,312%
AWM
697
AllSquare Wealth Management
New York
$416K -$27.2K -236 -6%
UB
698
UMB Bank
Missouri
$413K -$1.39K -12 -0.3%
PD
699
Planning Directions
Pennsylvania
$412K -$738K -6,386 -64%
HCM
700
Horan Capital Management
Maryland
$409K -$34.7K -300 -8%
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