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Vanguard Small-Cap ETF
VB

Overview Fund Activity

956 hedge funds and large institutions have $13.4B invested in Vanguard Small-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 404 increasing their positions, 330 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
956
Holders Change
–
Holders Change %
0%
% of All Funds
20.8%
Holding in Top 10
89
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.26%
% of All Funds
1.94%
New
73
Increased
404
Reduced
330
Closed
57
Calls
$2.95M
Puts
$1.56M
Net Calls
+$1.39M
Net Calls Change
-$6.32M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$224M
2
AA
Acorns Advisers
California
$233M
3
Ameriprise
Ameriprise
Minnesota
$415M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$66.1M
5
CCA
Catalyst Capital Advisors
New York
$243M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
$1.07M
2
Wells Fargo
Wells Fargo
California
$518M
3
MFM
MD Financial Management
Ontario, Canada
$119M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$235M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
726
WealthShield Partners
North Carolina
$312K -$45.2K -288 -13%
AP
727
Appleton Partners
Massachusetts
$311K – – –
OFS
728
Orrstown Financial Services
Pennsylvania
$311K +$2.51K +16 +0.8%
MPWT
729
MassMutual Private Wealth & Trust
Connecticut
$308K +$44.7K +285 +17%
RA
730
RFG Advisory
Alabama
$308K +$78.5K +502 +34%
MIA
731
MainStreet Investment Advisors
Illinois
$308K +$308K +1,964 New
NAM
732
NTV Asset Management
West Virginia
$305K – – –
TL
733
TrueWealth LLC
Georgia
$305K +$263K +1,678 +624%
DJSG
734
D.J. St. Germain
Massachusetts
$302K -$250K -1,595 -45%
FT
735
Fiduciary Trust
Massachusetts
$301K – – –
MBT
736
Montecito Bank & Trust
California
$300K -$8.14K -52 -3%
HCMT
737
Highland Capital Management (Tennessee)
Tennessee
$300K +$64.2K +410 +27%
TWA
738
TCI Wealth Advisors
Arizona
$299K +$10.2K +65 +4%
OPA
739
Old Port Advisors
Maine
$298K -$10.3K -65 -3%
FWP
740
FAS Wealth Partners
Kansas
$296K -$246K – –
MC
741
Moors & Cabot
Massachusetts
$296K +$296K +1,896 New
Neuberger Berman Group
742
Neuberger Berman Group
New York
$295K -$64.9K -415 -18%
SWM
743
Stockman Wealth Management
Montana
$295K – – –
SCA
744
Strategic Capital Advisers
Colorado
$294K – – –
SWMG
745
Signature Wealth Management Group
Georgia
$293K +$293K +1,850 New
SFSIG
746
San Francisco Sentry Investment Group
California
$292K – – –
HWM
747
Highwater Wealth Management
Colorado
$292K +$292K +1,865 New
HR
748
Howe & Rusling
New York
$290K -$1.57K -10 -0.5%
DAC
749
Dividend Assets Capital
South Carolina
$287K -$65.2K -416 -19%
EA
750
Evergreen Advisors
Tennessee
$287K -$11.6K -74 -4%
28 29
30
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