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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 %
GBBWRPM
801
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$12K -$36K -225 -75%
PGWM
802
Parisi Gray Wealth Management
New Jersey
$12K – – –
ACS
803
Archford Capital Strategies
Illinois
$12K – – –
PG
804
Patten Group
Tennessee
$12K – – –
FPFS
805
First Personal Financial Services
North Carolina
$12K – – –
MSA
806
Marino Stram & Associates
Massachusetts
$11K +$4.24K +27 +63%
IGGA
807
Iron Gate Global Advisors
Utah
$11K +$11K +72 New
SIS
808
Sound Income Strategies
Florida
$10K – – –
HT
809
Heritage Trust
Oklahoma
$10K – – –
CWA
810
Clarus Wealth Advisors
Arizona
$10K +$10K +70 New
BWM
811
BerganKDV Wealth Management
Minnesota
$9K +$9K +58 New
TAIM
812
TD Ameritrade Investment Management
Nebraska
$9K +$9K +61 New
GI
813
Gradient Investments
Minnesota
$8K -$25.8K -161 -76%
HMS
814
Hanseatic Management Services
New Mexico
$8K -$4.59K -31 -36%
BCM
815
Brasada Capital Management
Texas
$8K – – –
ME
816
McIlrath & Eck
Washington
$8K – – –
HCC
817
Hirtle Callaghan & Co
Pennsylvania
$7K – – –
MWM
818
MinichMacGregor Wealth Management
New York
$7K +$7K +51 New
JWA
819
JFS Wealth Advisors
Pennsylvania
$6K – – –
LGWM
820
Litman Gregory Wealth Management
California
$6K – – –
FMTCOCP
821
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K – – –
LYV
822
Live Your Vision
Pennsylvania
$5K – – –
HI
823
Hudock Inc
Pennsylvania
$5K – – –
BRC
824
Bell Rock Capital
Delaware
$5K – – –
TL
825
TrueWealth LLC
Georgia
$5K +$5K +35 New
31 32
33
34 35