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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 %
MFW
701
Mosaic Family Wealth
Missouri
$285K +$2.38K +18 +0.8%
S
702
SignatureFD
Georgia
$281K -$159K -1,205 -36%
FIM
703
Frontier Investment Management
Texas
$281K +$97.3K +737 +53%
KCM
704
Kendall Capital Management
Maryland
$280K +$34.9K +265 +14%
WIC
705
Woodmont Investment Counsel
Tennessee
$280K +$280K +2,125 New
BWM
706
BigSur Wealth Management
Florida
$272K +$272K +2,062 New
DAC
707
Dividend Assets Capital
South Carolina
$269K -$72.7K -550 -21%
ACM
708
Armbruster Capital Management
New York
$268K – – –
IAA
709
Ironsides Asset Advisors
North Carolina
$267K – – –
CB
710
Community Bank
New York
$266K +$97.4K +737 +58%
SFG
711
SNS Financial Group
Minnesota
$264K +$9.77K +74 +4%
RMCM
712
Reynders McVeigh Capital Management
Massachusetts
$264K +$33K +250 +14%
OC
713
Oakworth Capital
Alabama
$263K – – –
MJRIC
714
Mogy Joel R Investment Counsel
California
$261K -$13.2K -100 -5%
IPW
715
Inlet Private Wealth
Florida
$261K +$261K +1,980 New
RMC
716
Resources Management Corp
Connecticut
$260K +$65.3K +496 +34%
PFGIA
717
Patriot Financial Group Insurance Agency
Massachusetts
$257K -$21.2K -161 -8%
NAM
718
NTV Asset Management
West Virginia
$257K – – –
WCM
719
Weatherstone Capital Management
Colorado
$257K +$257K +1,578 New
SFA
720
Sequoia Financial Advisors
Ohio
$256K +$256K +1,941 New
MBT
721
Montecito Bank & Trust
California
$254K – – –
W
722
Wealthquest
Ohio
$254K +$254K +1,925 New
CL
723
CPWM LLC
Washington
$252K -$22.3K -169 -8%
EA
724
Evergreen Advisors
Tennessee
$252K +$252K +1,908 New
SWM
725
Stockman Wealth Management
Montana
$249K – – –
27 28
29
30 31