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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 %
TNB
701
Thomasville National Bank
Georgia
$409K – – –
AWM
702
Aevitas Wealth Management
Massachusetts
$409K +$16.7K +145 +4%
SWP
703
Strategic Wealth Partners
Ohio
$408K – – –
FBFS
704
First Business Financial Services
Wisconsin
$407K – – –
G
705
Gainplan
Michigan
$406K +$88K +762 +28%
TI
706
Trexquant Investment
Connecticut
$404K +$245K +2,122 +154%
LP
707
LGL Partners
Pennsylvania
$401K +$1.62K +14 +0.4%
TA
708
TFG Advisers
Michigan
$400K +$5.42K +47 +1%
FTI
709
Fiduciary Trust International
Massachusetts
$398K – – –
F
710
F3Logic
Minnesota
$397K -$6.39K -55 -2%
CL
711
CPWM LLC
Washington
$392K +$137K +1,183 +54%
PL
712
Plancorp LLC
Missouri
$391K -$21.1K -183 -5%
DACG
713
Donor Advised Charitable Giving
California
$391K +$1.62K +14 +0.4%
SWM
714
Southern Wealth Management
Texas
$391K +$1.62K +14 +0.4%
NEGWA
715
New England Guild Wealth Advisors
Connecticut
$391K +$60.3K +523 +18%
BUB
716
BBVA USA Bancshares
Texas
$390K -$280K -2,429 -42%
NSIM
717
North Star Investment Management
Illinois
$389K -$224K -1,939 -37%
BWA
718
Beam Wealth Advisors
Louisiana
$389K +$22.2K +192 +6%
WF
719
Welch & Forbes
Massachusetts
$388K -$180K -1,560 -32%
CIA
720
Capital Investment Advisors
Georgia
$387K -$3.93K -34 -1%
FPTW
721
Franklin, Parlapiano, Turner & Welch
Texas
$386K – – –
BFO
722
Biltmore Family Office
North Carolina
$385K +$15.1K +131 +4%
KPWG
723
KFA Private Wealth Group
Virginia
$380K +$380K +3,291 New
GT
724
Greenleaf Trust
Michigan
$380K +$380K +3,293 New
GG
725
Gofen & Glossberg
Illinois
$379K +$2.66K +23 +0.7%
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