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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 %
AF
726
Alerus Financial
North Dakota
$247K -$127K -964 -34%
SMDAM
727
Sumitomo Mitsui DS Asset Management
Japan
$247K -$47K -357 -16%
SCA
728
Strategic Capital Advisers
Colorado
$247K – – –
RA
729
RFG Advisory
Alabama
$243K -$72.8K -552 -23%
TWA
730
TCI Wealth Advisors
Arizona
$243K -$2.64K -20 -1%
PA
731
Parkside Advisors
California
$241K +$241K +1,826 New
SAM
732
Silvercrest Asset Management
New York
$237K +$43.5K +329 +22%
TFA
733
TPG Financial Advisors
Oregon
$236K +$236K +1,787 New
1IA
734
1834 Investment Advisors
Wisconsin
$235K +$19.9K +150 +9%
AMIM
735
Aull & Monroe Investment Management
Alabama
$233K – – –
PPA
736
Parametric Portfolio Associates
Washington
$232K -$222K -1,684 -49%
BFS
737
Bradley Foster & Sargent
Connecticut
$232K -$123K -930 -35%
AF
738
Aldebaran Financial
$232K +$529 +4 +0.2%
CNB
739
Camden National Bank
Maine
$232K +$232K +1,759 New
CT
740
Cambridge Trust
Massachusetts
$230K -$49.7K -377 -18%
TC
741
Toews Corporation
New Jersey
$229K -$38.1K -289 -14%
GEA
742
Glen Eagle Advisors
New Jersey
$228K – – –
SFSIG
743
San Francisco Sentry Investment Group
California
$228K – – –
MFW
744
Meristem Family Wealth
Minnesota
$226K -$85.1K -644 -27%
FRA
745
Front Row Advisors
California
$226K – – –
MIA
746
MainStreet Investment Advisors
Illinois
$226K +$3.97K +30 +2%
MPWT
747
MassMutual Private Wealth & Trust
Connecticut
$226K +$3.96K +30 +2%
PCM
748
Palisade Capital Management
New Jersey
$223K +$223K +1,690 New
FT
749
Fiduciary Trust
Massachusetts
$222K +$52.1K +395 +31%
NF
750
Nikulski Financial
Iowa
$220K – – –
28 29
30
31 32