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Vanguard Small-Cap ETF
VB

Overview Fund Activity

956 hedge funds and large institutions have $12.9B invested in Vanguard Small-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 361 increasing their positions, 360 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
956
Holders Change
+32
Holders Change %
+3.46%
% of All Funds
20.72%
Holding in Top 10
92
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.55%
% of All Funds
1.99%
New
98
Increased
361
Reduced
360
Closed
53
Calls
$10.9M
Puts
$3.23M
Net Calls
+$7.7M
Net Calls Change
+$5.87M

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$54.9M
2
CAW
Cornerstone Advisors (Washington)
Washington
$87.5M
3
Ameriprise
Ameriprise
Minnesota
$379M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$43.9M
5
AA
Acorns Advisers
California
$191M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$100M
2
Wells Fargo
Wells Fargo
California
$545M
3
UBS Group
UBS Group
Switzerland
$506M
4
Bank of America
Bank of America
North Carolina
$1.53B
5
Jones Financial Companies
Jones Financial Companies
Missouri
$1.77B
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
726
Heritage Trust
Oklahoma
$312K +$286K +1,868 +1,080%
ACM
727
Armbruster Capital Management
New York
$310K – – –
IAA
728
Ironsides Asset Advisors
North Carolina
$309K – – –
CB
729
Community Bank
New York
$307K – – –
PFGIA
730
Patriot Financial Group Insurance Agency
Massachusetts
$307K +$9.47K +62 +3%
OC
731
Oakworth Capital
Alabama
$305K – – –
AP
732
Appleton Partners
Massachusetts
$303K -$228K -1,495 -43%
CT
733
Coastline Trust
Rhode Island
$303K +$303K +1,980 New
BC
734
Burney Company
Virginia
$301K -$47.3K -309 -14%
OFS
735
Orrstown Financial Services
Pennsylvania
$301K -$39.1K -256 -12%
MBT
736
Montecito Bank & Trust
California
$300K +$7.62K +50 +3%
OPA
737
Old Port Advisors
Maine
$298K -$9.8K -64 -3%
NAM
738
NTV Asset Management
West Virginia
$298K – – –
IFWM
739
Institute for Wealth Management
Colorado
$298K +$298K +1,951 New
TCM
740
Tradition Capital Management
New Jersey
$298K +$298K +1,954 New
GC
741
Grimes & Company
Massachusetts
$297K +$45.9K +300 +18%
AWM
742
Aevitas Wealth Management
Massachusetts
$297K +$129K +848 +77%
FT
743
Fiduciary Trust
Massachusetts
$294K +$36.8K +241 +14%
EA
744
Evergreen Advisors
Tennessee
$292K – – –
SWPG
745
Strategic Wealth Partners Group
Illinois
$290K +$217K +1,417 +295%
SWM
746
Stockman Wealth Management
Montana
$288K – – –
SCA
747
Strategic Capital Advisers
Colorado
$287K – – –
W
748
Wealthquest
Ohio
$285K -$9.01K -59 -3%
TFA
749
TPG Financial Advisors
Oregon
$285K +$8.51K +55 +3%
SFSIG
750
San Francisco Sentry Investment Group
California
$285K +$21.4K +140 +8%
28 29
30
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