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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,042 hedge funds and large institutions have $12.4B invested in Vanguard Small-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 432 increasing their positions, 382 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,042
Holders Change
-54
Holders Change %
-4.93%
% of All Funds
23.02%
Holding in Top 10
87
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.25%
% of All Funds
1.92%
New
101
Increased
432
Reduced
382
Closed
139
Calls
$4.22M
Puts
$2.26M
Net Calls
+$1.96M
Net Calls Change
-$3.95M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.26B
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$247M
3
Morgan Stanley
Morgan Stanley
New York
+$121M
4
CSIA
Charles Schwab Investment Advisory
California
+$95.9M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$70.1M

Top Sellers

1
CM
Churchill Management
California
-$170M
2
JFA
Johanson Financial Advisors
California
-$89.7M
3
MRC
Millburn Ridgefield Corp
New York
-$57.8M
4
CCA
Catalyst Capital Advisors
New York
-$57.7M
5
CIAS
CBIZ Investment Advisory Services
Ohio
-$52.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATIA
751
American Trust Investment Advisors
New Hampshire
$350K +$8.66K +75 +3%
FA
752
Forefront Analytics
Pennsylvania
$350K -$262K -2,273 -43%
GAM
753
Griffin Asset Management
New York
$347K +$10.7K +93 +3%
FAAM
754
First Ascent Asset Management
Colorado
$345K -$23.3K -202 -6%
MIA
755
MainStreet Investment Advisors
Illinois
$345K +$153K +1,325 +80%
MPWT
756
MassMutual Private Wealth & Trust
Connecticut
$345K +$153K +1,325 +80%
MWP
757
Meridian Wealth Partners
Pennsylvania
$345K +$276K +2,392 +400%
IC
758
IEQ Capital
California
$341K -$77.7K -673 -19%
NG
759
Northstar Group
New York
$340K -$6.11K -53 -2%
RG
760
Rathbones Group
United Kingdom
$340K – – –
LCM
761
Logan Capital Management
Pennsylvania
$338K – – –
DCM
762
Donaldson Capital Management
Indiana
$337K -$58.7K -509 -15%
Renaissance Technologies
763
Renaissance Technologies
New York
$335K +$335K +2,900 New
KM
764
Kalos Management
Georgia
$334K +$334K +2,484 New
CFA
765
Carroll Financial Associates
North Carolina
$333K – – –
1SB
766
1ST Source Bank
Indiana
$327K – – –
WCWM
767
Willow Creek Wealth Management
California
$325K +$68.4K +593 +27%
AFA
768
Atlanta Financial Associates
Georgia
$325K +$325K +2,813 New
IWP
769
IAG Wealth Partners
Wisconsin
$322K -$78.5K -679 -20%
LC
770
Lindbrook Capital
California
$321K – – –
BW
771
Bison Wealth
Georgia
$317K -$31.2K -270 -9%
AWM
772
Apollon Wealth Management
South Carolina
$317K +$317K +2,745 New
FWIA
773
Fort Washington Investment Advisors
Ohio
$316K -$111K -957 -26%
BCA
774
Bay Colony Advisors
Massachusetts
$315K +$2.66K +23 +0.9%
ECM
775
EagleClaw Capital Management
Massachusetts
$314K – – –
29 30
31
32 33