VB icon

Vanguard Small-Cap ETF
VB

Overview Fund Activity

368 hedge funds and large institutions have $3.35B invested in Vanguard Small-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 134 increasing their positions, 94 reducing their positions, and 19 closing their positions.

Holders
368
Holders Change
+54
Holders Change %
+17.2%
% of All Funds
10.69%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.84%
New
78
Increased
134
Reduced
94
Closed
19
Calls
$671K
Puts
$836K
Net Calls
-$165K
Net Calls Change
+$5.53M

Top Buyers

1
WCM
1
Windham Capital Management
Massachusetts
$84.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$69.1M
3
U
3
UBS
Switzerland
$173M
4
Creative Planning
4
Creative Planning
Kansas
$139M
5
Wells Fargo
5
Wells Fargo
California
$289M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$494K
2
Morgan Stanley
2
Morgan Stanley
New York
$261M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$0
4
QI
4
QS Investors
New York
$1.97M
5
Deutsche Bank
5
Deutsche Bank
Germany
$739K
Name Holding Trade Value Shares
Change 		Shares
Change %
WSTAM
51
Wilbanks Smith & Thomas Asset Management
Virginia
$11M -$1.06M -9,660 -9%
RCS
52
Retirement Capital Strategies
California
$10.9M +$10.9M +99,427 New
B
53
Baird
Wisconsin
$10.4M +$725K +6,594 +7%
BP
54
Ballentine Partners
Massachusetts
$10M -$523K -4,761 -5%
NAMP
55
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$9.9M -$1.1M -9,968 -10%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$9.22M +$439K +3,996 +5%
V
57
Veritable
Delaware
$9.09M -$1.05M -9,582 -10%
AA
58
Advisory Alpha
Michigan
$9.07M +$9.07M +82,518 New
HFS
59
HL Financial Services
Kentucky
$8.71M -$36.4K -331 -0.4%
Ameriprise
60
Ameriprise
Minnesota
$8.28M +$2.15M +19,554 +35%
CCG
61
Chatham Capital Group
Georgia
$7.87M -$170K -1,550 -2%
CCM
62
Carlson Capital Management
Minnesota
$7.65M -$324K -2,945 -4%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$7.54M +$941K +8,559 +14%
RJA
64
Raymond James & Associates
Florida
$7.52M +$1.93M +17,527 +34%
RW
65
Rand Wealth
Maryland
$7.5M +$2.75M +24,973 +58%
BPB
66
Badgley, Phelps & Bell
Washington
$7.5M +$211K +1,916 +3%
CS
67
Credit Suisse
Switzerland
$7.14M +$2.39M +21,694 +50%
CCM
68
Condor Capital Management
New Jersey
$6.99M -$408K -3,715 -6%
LIM
69
Leavell Investment Management
Alabama
$6.96M -$89K -809 -1%
BPBT
70
Boston Private Bank & Trust
Massachusetts
$6.86M -$39.6K -360 -0.6%
CFB
71
Cullen/Frost Bankers
Texas
$6.81M +$741K +6,735 +12%
Comerica Bank
72
Comerica Bank
Texas
$6.75M -$1.66M -15,062 -20%
LPT
73
Legacy Private Trust
Wisconsin
$6.54M -$24.1K -219 -0.4%
BIT
74
BlackRock Institutional Trust
California
$6.53M +$6.53M +59,400 New
PAG
75
Private Advisor Group
New Jersey
$6.17M +$6.17M +56,141 New
1 2
3
4 5