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Vanguard Small-Cap ETF
VB

Overview Fund Activity

780 hedge funds and large institutions have $11.3B invested in Vanguard Small-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 315 increasing their positions, 214 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
+96
Holders Change %
+14.04%
% of All Funds
17.72%
Holding in Top 10
73
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+14.06%
% of All Funds
1.66%
New
141
Increased
315
Reduced
214
Closed
36
Calls
$3.92M
Puts
$546K
Net Calls
+$3.37M
Net Calls Change
+$122K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$278M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$1.53B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$105M
4
Ameriprise
Ameriprise
Minnesota
$415M
5
LPL Financial
LPL Financial
California
$180M

Top Sellers

1
Citigroup
Citigroup
New York
$27.3M
2
QI
QS Investors
New York
$101M
3
PPFA
Provida Pension Fund Administrator
Chile
$15.8M
4
PP
Pension Partners
New York
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPCM
701
Kings Point Capital Management
New York
$96K +$53.8K +363 +127%
PCA
702
Providence Capital Advisors
North Carolina
$95K +$95K +641 New
RCA
703
Rowland Carmichael Advisors
Arizona
$92K – – –
NSB
704
Norway Savings Bank
Maine
$92K – – –
RFA
705
Reilly Financial Advisors
California
$89K – – –
ZB
706
Zions Bancorporation
Utah
$89K – – –
GTAM
707
Global Trust Asset Management
Florida
$88K +$88K +595 New
JAM
708
Jolley Asset Management
North Carolina
$86K – – –
LNWWM
709
Laird Norton Wetherby Wealth Management
California
$84K – – –
MWM
710
MinichMacGregor Wealth Management
New York
$80K +$80K +546 New
WAM
711
Watermark Asset Management
California
$79K +$443 +3 +0.6%
DBT
712
Dubuque Bank & Trust
Iowa
$78K – – –
DOA
713
D'Orazio & Associates
Virginia
$76K +$31.7K +213 +71%
SQA
714
Simon Quick Advisors
New Jersey
$75K +$58.4K +383 +351%
VCM
715
Vigilant Capital Management
Maine
$74K +$74K +500 New
BWL
716
Bogart Wealth LLC
Virginia
$73K -$63K -426 -46%
OFW
717
Omnia Family Wealth
Florida
$72K -$25.2K -170 -26%
KF
718
Krilogy Financial
Missouri
$69K -$29.2K -198 -30%
CAC
719
Certified Advisory Corp
Florida
$68K +$68K +466 New
CCM
720
Cribstone Capital Management
Maine
$66K – – –
CFA
721
Carroll Financial Associates
North Carolina
$65K -$1.47K -10 -2%
BCI
722
Brinker Capital Investments
Pennsylvania
$64K – – –
CB
723
CNB Bank
Pennsylvania
$58K +$58K +395 New
ADL
724
Asset Dedication LLC
California
$57K +$147 +1 +0.3%
PCFFS
725
Pacific Center for Financial Services
California
$53K – – –
27 28
29
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