VB icon

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 %
CA
801
Claro Advisors
Massachusetts
$124K +$124K +763 New
JFGIW
802
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$123K -$37.3K -284 -23%
PG
803
Proffitt & Goodson
Tennessee
$122K +$37.5K +283 +44%
GT
804
Glenmede Trust
Pennsylvania
$120K +$51.4K +389,315 +75%
RE
805
RBC Europe
United Kingdom
$113K – – –
IBOK
806
Independence Bank of Kentucky
Kentucky
$112K +$107K +810 +2,314%
IWA
807
Intercontinental Wealth Advisors
Texas
$107K +$107K +813 New
GWS
808
Glassman Wealth Services
Virginia
$106K – – –
TC
809
Trust Company
Kansas
$106K +$106K +804 New
CBT
810
Capital Bank & Trust
California
$102K -$119K -900 -54%
WCM
811
Wealthcare Capital Management
Virginia
$101K -$15.5K -118 -13%
CIAS
812
Capital Investment Advisory Services
North Carolina
$99K +$99K +753 New
FANJ
813
Financial Architects (New Jersey)
New Jersey
$97K -$88.3K -668 -48%
FCMT
814
Founders Capital Management (Texas)
Texas
$94K – – –
SMFS
815
Squar Milner Financial Services
California
$93K – – –
LNB
816
Ledyard National Bank
$92K -$27.8K -210 -23%
TCOV
817
Trust Company of Vermont
Vermont
$91K – – –
NCM
818
Next Capital Management
New York
$89K +$89K +677 New
BFC
819
Bedel Financial Consulting
Indiana
$87K -$67.8K -515 -44%
CCM
820
Cribstone Capital Management
Maine
$87K – – –
AOWM
821
Alpha Omega Wealth Management
Virginia
$87K – – –
FWM
822
Focused Wealth Management
New York
$86K +$6.09K +46 +8%
PB
823
Pinnacle Bancorp
Nebraska
$86K +$86K +650 New
CAL
824
Capital Analysts LLC
Pennsylvania
$85K -$23.8K -180 -22%
PCA
825
Providence Capital Advisors
North Carolina
$85K – – –
31 32
33
34 35