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Vanguard Small-Cap ETF
VB

Overview Fund Activity

924 hedge funds and large institutions have $11B invested in Vanguard Small-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 357 increasing their positions, 273 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
924
Holders Change
+69
Holders Change %
+8.07%
% of All Funds
20.62%
Holding in Top 10
88
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.39%
% of All Funds
1.96%
New
159
Increased
357
Reduced
273
Closed
83
Calls
$1.84M
Puts
–
Net Calls
+$1.84M
Net Calls Change
+$576K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$130M
2
Bank of America
Bank of America
North Carolina
+$107M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$104M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$44.8M
5
CAW
Cornerstone Advisors (Washington)
Washington
+$40.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$295M
2
CWM
Cornerstone Wealth Management
Missouri
-$144M
3
CM
Churchill Management
California
-$73.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$65.5M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$55.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CDH
776
Charles D. Hyman
$205K – – –
CAL
777
Capital Advisors Ltd
Ohio
$205K +$185K +1,402 +916%
GPC
778
Glacier Peak Capital
Washington
$204K -$22.5K -171 -10%
F
779
Filament
Washington
$202K – – –
TA
780
Trellis Advisors
Washington
$200K – – –
RG
781
Rikoon Group
New Mexico
$200K +$1.19K +9 +0.6%
EWM
782
Elmwood Wealth Management
California
$194K – – –
PFBT
783
Parkside Financial Bank & Trust
Missouri
$193K +$97.7K +741 +102%
WCM
784
WealthBridge Capital Management
Ohio
$193K +$193K +1,465 New
LWA
785
Lenox Wealth Advisors
New York
$192K +$2.78K +21 +1%
ONST
786
Old North State Trust
North Carolina
$189K -$658 -5 -0.3%
LF
787
Lee Financial
Texas
$188K – – –
CFA
788
Clarfeld Financial Advisors
New York
$188K +$188K +1,425 New
KTC
789
Kistler-Tiffany Companies
Pennsylvania
$183K – – –
BCA
790
Berman Capital Advisors
Georgia
$176K +$176K +1,339 New
QAM
791
QCI Asset Management
New York
$167K -$121K -913 -42%
PFSC
792
Peoples Financial Services Corp
Pennsylvania
$159K +$19.9K +150 +14%
FFC
793
First Financial Corp
Indiana
$153K – – –
SEI Investments
794
SEI Investments
Pennsylvania
$153K +$141K +1,072 +1,128%
VFA
795
Valeo Financial Advisors
Indiana
$149K +$53.9K +409 +57%
AWM
796
Aevitas Wealth Management
Massachusetts
$145K +$10.1K +77 +8%
SL
797
Salomon & Ludwin
Virginia
$145K +$145K +1,095 New
DOA
798
D'Orazio & Associates
Virginia
$136K +$68.5K +519 +102%
MFBTD
799
MB Financial Bank - Trust Department
Illinois
$135K – – –
SFSG
800
Stearns Financial Services Group
North Carolina
$126K -$193K -1,457 -60%
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