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Vanguard Small-Cap ETF
VB

Overview Fund Activity

780 hedge funds and large institutions have $11.3B invested in Vanguard Small-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 315 increasing their positions, 214 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
+96
Holders Change %
+14.04%
% of All Funds
17.72%
Holding in Top 10
73
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+14.06%
% of All Funds
1.66%
New
141
Increased
315
Reduced
214
Closed
36
Calls
$3.92M
Puts
$546K
Net Calls
+$3.37M
Net Calls Change
+$122K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$278M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$1.53B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$105M
4
Ameriprise
Ameriprise
Minnesota
$415M
5
LPL Financial
LPL Financial
California
$180M

Top Sellers

1
Citigroup
Citigroup
New York
$27.3M
2
QI
QS Investors
New York
$101M
3
PPFA
Provida Pension Fund Administrator
Chile
$15.8M
4
PP
Pension Partners
New York
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
751
Legacy Financial Advisors
Kentucky
$14K +$14K +99 New
HMS
752
Hanseatic Management Services
New Mexico
$13K – – –
FPFS
753
First Personal Financial Services
North Carolina
$12K +$4.5K +30 +60%
IBOK
754
Independence Bank of Kentucky
Kentucky
$12K +$12K +81 New
CA
755
Calton & Associates
Florida
$12K +$12K +84 New
FDCDDQ
756
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.7K – – –
Toronto Dominion Bank
757
Toronto Dominion Bank
Ontario, Canada
$11K +$2.29K +16 +26%
PGWM
758
Parisi Gray Wealth Management
New Jersey
$11K +$11K +76 New
SFC
759
SYM Financial Corp
Indiana
$9K +$9K +61 New
PCG
760
Private Capital Group
Connecticut
$7.2K +$7.2K +48,705 New
HT
761
Heritage Trust
Oklahoma
$7K – – –
HCC
762
Hirtle Callaghan & Co
Pennsylvania
$7K – – –
LF
763
Lee Financial
Texas
$7K – – –
JGIA
764
Jackson Grant Investment Advisers
Connecticut
$7K – – –
ME
765
McIlrath & Eck
Washington
$7K +$7K +49 New
SIS
766
Sound Income Strategies
Florida
$6K +$6K +41 New
MSA
767
Marino Stram & Associates
Massachusetts
$6K +$6K +43 New
FMTCOCP
768
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.91K – – –
BRC
769
Bell Rock Capital
Delaware
$5K -$8.94K -59 -64%
HI
770
Hudock Inc
Pennsylvania
$5K – – –
JWA
771
JFS Wealth Advisors
Pennsylvania
$5K – – –
SP
772
SWS Partners
Ohio
$5K +$5K +33 New
LYV
773
Live Your Vision
Pennsylvania
$4K – – –
CWM
774
Catamount Wealth Management
Connecticut
$4K +$4K +25 New
PWM
775
Paulson Wealth Management
Illinois
$4K +$4K +28 New
29 30
31
32 33