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Vanguard Small-Cap ETF
VB

Overview Fund Activity

956 hedge funds and large institutions have $12.9B invested in Vanguard Small-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 361 increasing their positions, 360 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
956
Holders Change
+32
Holders Change %
+3.46%
% of All Funds
20.72%
Holding in Top 10
92
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.55%
% of All Funds
1.99%
New
98
Increased
361
Reduced
360
Closed
53
Calls
$10.9M
Puts
$3.23M
Net Calls
+$7.7M
Net Calls Change
+$5.87M

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$54.9M
2
CAW
Cornerstone Advisors (Washington)
Washington
$87.5M
3
Ameriprise
Ameriprise
Minnesota
$379M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$43.9M
5
AA
Acorns Advisers
California
$191M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$100M
2
Wells Fargo
Wells Fargo
California
$545M
3
UBS Group
UBS Group
Switzerland
$506M
4
Bank of America
Bank of America
North Carolina
$1.53B
5
Jones Financial Companies
Jones Financial Companies
Missouri
$1.77B
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
801
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$226K -$10.7K -70 -5%
RA
802
RFG Advisory
Alabama
$224K -$57.3K -375 -20%
SAM
803
Silvercrest Asset Management
New York
$224K -$50.3K -329 -18%
LF
804
Lee Financial
Texas
$224K +$5.96K +39 +3%
GVAG
805
Great Valley Advisor Group
Delaware
$224K +$224K +1,469 New
BA
806
Boston Advisors
Massachusetts
$222K +$222K +1,450 New
RF
807
RHS Financial
California
$222K +$222K +1,454 New
WIP
808
Wellesley Investment Partners
Massachusetts
$222K +$222K +1,455 New
FIM
809
Fernwood Investment Management
Massachusetts
$221K +$221K +1,445 New
MMA
810
Miracle Mile Advisors
California
$220K +$220K +1,442 New
CCA
811
Conservest Capital Advisors
Pennsylvania
$219K -$136K -890 -38%
LWA
812
Lenox Wealth Advisors
New York
$218K -$3.51K -23 -2%
VFA
813
Valeo Financial Advisors
Indiana
$216K +$43K +281 +25%
LWM
814
Lyell Wealth Management
California
$216K +$216K +1,411 New
EWM
815
Elmwood Wealth Management
California
$215K -$10.1K -66 -4%
FC
816
Fulcrum Capital
Washington
$214K +$214K +1,398 New
PAS
817
Partnervest Advisory Services
California
$214K +$214K +1,399 New
FNBOMD
818
First National Bank of Mount Dora
Florida
$214K +$214K +1,400 New
LA
819
LVW Advisors
New York
$213K +$213K +1,392 New
KTC
820
Kistler-Tiffany Companies
Pennsylvania
$212K – – –
GHA
821
GW Henssler & Associates
Georgia
$212K +$212K +1,389 New
SWM
822
Segment Wealth Management
Texas
$212K +$212K +1,389 New
WA
823
WealthTrust Axiom
Pennsylvania
$211K +$211K +1,384 New
VHAM
824
Van Hulzen Asset Management
California
$204K +$204K +1,334 New
PG
825
Proffitt & Goodson
Tennessee
$203K +$62.3K +408 +44%
31 32
33
34 35