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Vanguard Small-Cap ETF
VB

Overview Fund Activity

808 hedge funds and large institutions have $11.4B invested in Vanguard Small-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 311 increasing their positions, 271 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
Holders Change
+28
Holders Change %
+3.59%
% of All Funds
18.54%
Holding in Top 10
73
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.68%
New
81
Increased
311
Reduced
271
Closed
45
Calls
$3.93M
Puts
$2.06M
Net Calls
+$1.87M
Net Calls Change
-$1.5M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$391M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$1.62B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$181M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$67.3M
5
LPL Financial
LPL Financial
California
$216M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$137M
2
Ameriprise
Ameriprise
Minnesota
$293M
3
Wells Fargo
Wells Fargo
California
$528M
4
QIM
Quantitative Investment Management
Virginia
$10.6M
5
MWP
Moller Wealth Partners
$20.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSB
726
Norway Savings Bank
Maine
$92K – – –
FWM
727
Focused Wealth Management
New York
$89K -$119K -807 -57%
RCA
728
Rowland Carmichael Advisors
Arizona
$89K -$1.91K -13 -2%
ZB
729
Zions Bancorporation
Utah
$88K – – –
GTAM
730
Global Trust Asset Management
Florida
$87K – – –
ML
731
McAdam LLC
Pennsylvania
$86K +$86K +584 New
JAM
732
Jolley Asset Management
North Carolina
$85K – – –
WAM
733
Watermark Asset Management
California
$79K +$294 +2 +0.4%
DOA
734
D'Orazio & Associates
Virginia
$75K – – –
KF
735
Krilogy Financial
Missouri
$74K +$5.29K +36 +8%
VCM
736
Vigilant Capital Management
Maine
$73K – – –
BWL
737
Bogart Wealth LLC
Virginia
$73K – – –
PWAG
738
Polaris Wealth Advisory Group
California
$72K +$72K +493 New
OFW
739
Omnia Family Wealth
Florida
$71K – – –
CCA
740
Clearwater Capital Advisors
Illinois
$71K +$71K +486 New
SIM
741
Sonora Investment Management
Arizona
$70.5K +$70.5K +480 New
CAC
742
Certified Advisory Corp
Florida
$68K – – –
CHP
743
Cable Hill Partners
Oregon
$66K -$41.9K -290 -39%
BWA
744
BDO Wealth Advisors
Florida
$65K +$65K +444 New
FGC
745
Financial Gravity Companies
Texas
$59K +$59K +399 New
FGAM
746
Financial Gravity Asset Management
Texas
$59K +$59K +399 New
CB
747
CNB Bank
Pennsylvania
$58K – – –
ADL
748
Asset Dedication LLC
California
$57K – – –
PCFFS
749
Pacific Center for Financial Services
California
$52K – – –
DWM
750
Destination Wealth Management
California
$51K +$51K +348 New
28 29
30
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