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Vanguard Small-Cap ETF
VB

Overview Fund Activity

831 hedge funds and large institutions have $12.3B invested in Vanguard Small-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 357 increasing their positions, 267 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
831
Holders Change
+23
Holders Change %
+2.85%
% of All Funds
19.05%
Holding in Top 10
79
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.22%
% of All Funds
1.81%
New
61
Increased
357
Reduced
267
Closed
29
Calls
$2.93M
Puts
$4.2M
Net Calls
-$1.27M
Net Calls Change
-$3.14M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$232M
2
CM
Churchill Management
California
$70.3M
3
PP
Pension Partners
New York
$58.3M
4
Morgan Stanley
Morgan Stanley
New York
$713M
5
Bank of America
Bank of America
North Carolina
$1.4B

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$248M
2
AllianceBernstein
AllianceBernstein
Tennessee
$4.96M
3
GT
Glenmede Trust
Pennsylvania
$0
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.76M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAGAS
776
Capital Advisory Group Advisory Services
Minnesota
$40K – – –
SIM
777
Sonora Investment Management
Arizona
$39K -$35.9K -230 -48%
LIA
778
LS Investment Advisors
Michigan
$38K – – –
JA
779
JOYN Advisors
Georgia
$37K +$37K +238 New
AWM
780
Aevitas Wealth Management
Massachusetts
$36K +$8.8K +56 +32%
RBC
781
Roble Belko & Company
Pennsylvania
$32K – – –
TDC
782
Thompson Davis & Co
Virginia
$31K – – –
LFG
783
LifePlan Financial Group
Ohio
$31K +$10.2K +65 +49%
KJWM
784
Kiley Juergens Wealth Management
Washington
$31K +$31K +205 New
Simplex Trading
785
Simplex Trading
Illinois
$30K +$16.3K +106 +119%
TC
786
Trilogy Capital
California
$25K -$20.5K -133 -45%
CAL
787
Capital Advisors Ltd
Ohio
$24K – – –
IP
788
Intellectus Partners
California
$24K – – –
JCM
789
Jacobi Capital Management
Pennsylvania
$23K – – –
BWM
790
Baystate Wealth Management
Massachusetts
$22K -$8.09K -50 -27%
IBOK
791
Independence Bank of Kentucky
Kentucky
$20K – – –
CBT
792
Central Bank & Trust
Kentucky
$20K – – –
JGIA
793
Jackson Grant Investment Advisers
Connecticut
$19K +$12K +78 +173%
FDCDDQ
794
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.7K -$2.18K -14 -10%
RFWA
795
RPg Family Wealth Advisory
Massachusetts
$18.4K +$18.4K +118 New
LFA
796
Legacy Financial Advisors
Kentucky
$16K – – –
TSW
797
Thompson Siegel & Walmsley
Virginia
$16K – – –
PMFA
798
Plante Moran Financial Advisors
Michigan
$15K – – –
PGA
799
Premia Global Advisors
Florida
$15K – – –
LFASL
800
Lugano Financial Advisors SA (LFA)
Switzerland
$15K +$15K +100 New
30 31
32
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