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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 %
ST
701
Sageworth Trust
Pennsylvania
$518K +$518K +3,125 New
TAM
702
Tradition Asset Management
Virginia
$513K +$130K +787 +34%
CIC
703
Carnegie Investment Counsel
Ohio
$512K +$47K +284 +10%
BFM
704
Boston Financial Management
Massachusetts
$511K +$120K +727 +31%
AWM
705
Avior Wealth Management
Nebraska
$509K -$87.1K -526 -15%
IF
706
Ironwood Financial
Arizona
$508K +$994 +6 +0.2%
SWM
707
Segment Wealth Management
Texas
$506K +$276K +1,665 +120%
OSNBOA
708
Old Second National Bank of Aurora
Illinois
$504K -$25.7K -155 -5%
BW
709
Bison Wealth
Georgia
$500K -$92.3K -557 -16%
HS
710
Horan Securities
United States
$500K -$52K -314 -9%
PWM
711
Perigon Wealth Management
California
$499K +$233K +1,405 +87%
NG
712
Northstar Group
New York
$497K -$21.4K -129 -4%
ATIA
713
American Trust Investment Advisors
New Hampshire
$489K – – –
MWM
714
Minot Wealth Management
Massachusetts
$489K +$489K +2,905 New
RG
715
Rathbones Group
United Kingdom
$488K +$488K +2,947 New
LCM
716
Logan Capital Management
Pennsylvania
$484K -$12.4K -75 -3%
RWMH
717
Riverpoint Wealth Management Holdings
Illinois
$484K +$6.13K +37 +1%
GAM
718
Griffin Asset Management
New York
$483K -$3.32K -20 -0.7%
SCA
719
Stillwater Capital Advisors
Pennsylvania
$481K +$15.7K +95 +3%
TC
720
TownSquare Capital
Utah
$480K +$27.7K +167 +6%
S
721
SignatureFD
Georgia
$480K +$270K +1,633 +129%
CFA
722
Carroll Financial Associates
North Carolina
$478K +$1.49K +9 +0.3%
MWA
723
Moser Wealth Advisors
Washington
$478K +$478K +2,885 New
SFI
724
SPC Financial Inc
Maryland
$476K +$476K +2,875 New
NEGWA
725
New England Guild Wealth Advisors
Connecticut
$475K -$170K -1,024 -26%
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29
30 31