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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,096 hedge funds and large institutions have $15.1B invested in Vanguard Small-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 458 increasing their positions, 296 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
+129
Holders Change %
+13.34%
% of All Funds
21.64%
Holding in Top 10
89
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.88%
% of All Funds
1.76%
New
185
Increased
458
Reduced
296
Closed
40
Calls
$6.65M
Puts
$744K
Net Calls
+$5.9M
Net Calls Change
+$990K

Top Buyers

1
CM
Churchill Management
California
+$170M
2
Truist Financial
Truist Financial
North Carolina
+$66.7M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$64.6M
4
UBS Group
UBS Group
Switzerland
+$31.9M
5
AA
Acorns Advisers
California
+$31.9M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$91.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$63.8M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
-$29M
4
BFG
Bouchey Financial Group
New York
-$6.66M
5
MIS
Morningstar Investment Services
Illinois
-$5.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
801
Financial Engines Advisors
California
$349K +$349K +2,107 New
GLA
802
Good Life Advisors
Pennsylvania
$348K -$497 -3 -0.1%
ATFA
803
All Terrain Financial Advisors
Minnesota
$347K -$5.63K -34 -2%
CP
804
Cumberland Partners
Ontario, Canada
$347K +$11.6K +70 +3%
22CM
805
20/20 Capital Management
California
$347K +$347K +2,070 New
MCA
806
Magnolia Capital Advisors
Mississippi
$343K +$343K +2,072 New
MFW
807
Mosaic Family Wealth
Missouri
$341K – – –
CB
808
Community Bank
New York
$341K – – –
NCM
809
Nelson Capital Management
California
$340K – – –
GA
810
Geller Advisors
New York
$338K +$6.63K +40 +2%
ICM
811
IMS Capital Management
Oregon
$337K -$3.48K -21 -1%
ACM
812
Armbruster Capital Management
New York
$336K – – –
IAA
813
Ironsides Asset Advisors
North Carolina
$335K – – –
WIC
814
Woodmont Investment Counsel
Tennessee
$335K – – –
MBT
815
Montecito Bank & Trust
California
$335K +$34.7K +209 +12%
JAM
816
Jolley Asset Management
North Carolina
$334K – – –
SNBOSCI
817
Security National Bank of Sioux City Iowa
Iowa
$331K +$331K +2,000 New
AP
818
Appleton Partners
Massachusetts
$329K – – –
WP
819
WealthShield Partners
North Carolina
$329K – – –
GIA
820
Gladstone Institutional Advisory
Florida
$326K -$293K -1,767 -47%
TFA
821
TPG Financial Advisors
Oregon
$325K -$42.2K -255 -11%
NAM
822
NTV Asset Management
West Virginia
$323K – – –
CAL
823
Capital Advisors Ltd
Ohio
$323K +$33.1K +200 +11%
HPWM
824
Highland Private Wealth Management
Washington
$322K +$322K +1,944 New
SKK
825
Shepherd Kaplan Krochuk
Massachusetts
$318K +$12.1K +73 +4%
31 32
33
34 35