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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,042 hedge funds and large institutions have $12.4B invested in Vanguard Small-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 432 increasing their positions, 382 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,042
Holders Change
-54
Holders Change %
-4.93%
% of All Funds
23.02%
Holding in Top 10
87
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.25%
% of All Funds
1.92%
New
101
Increased
432
Reduced
382
Closed
139
Calls
$4.22M
Puts
$2.26M
Net Calls
+$1.96M
Net Calls Change
-$3.95M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.26B
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$247M
3
Morgan Stanley
Morgan Stanley
New York
+$121M
4
CSIA
Charles Schwab Investment Advisory
California
+$95.9M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$70.1M

Top Sellers

1
CM
Churchill Management
California
-$170M
2
JFA
Johanson Financial Advisors
California
-$89.7M
3
MRC
Millburn Ridgefield Corp
New York
-$57.8M
4
CCA
Catalyst Capital Advisors
New York
-$57.7M
5
CIAS
CBIZ Investment Advisory Services
Ohio
-$52.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VBFP
801
Valtinson Bruner Financial Planning
Minnesota
$279K +$35.5K +277 +15%
SFI
802
SPC Financial Inc
Maryland
$277K -$54.8K -475 -17%
FHA
803
First Horizon Advisors
Tennessee
$276K -$39.2K -340 -12%
DLCIG
804
D.L. Carlson Investment Group
New Hampshire
$276K – – –
BWP
805
Bernardo Wealth Planning
Pennsylvania
$274K -$131K -1,136 -32%
FNC
806
First National Corp
Massachusetts
$274K +$176K +18,897 +180%
GL
807
Graypoint LLC
New York
$273K +$273K +2,365 New
TCOV
808
Trust Company of Vermont
Vermont
$271K -$8.2K -71 -3%
22CM
809
20/20 Capital Management
California
$271K – – –
PA
810
PFG Advisors
Arizona
$268K -$83.3K -677 -24%
MC
811
Moors & Cabot
Massachusetts
$268K -$13.3K -115 -5%
ACM
812
Anfield Capital Management
California
$267K -$194K -1,676 -42%
CIA
813
Compass Ion Advisors
Pennsylvania
$267K +$267K +2,315 New
TC
814
Truvestments Capital
Florida
$266K -$1.69M -14,654 -86%
DWA
815
Douglass Winthrop Advisors
New York
$266K -$399K -3,450 -60%
SFS
816
Strategic Financial Services
New York
$266K -$182K -1,575 -41%
NDSI
817
Newman Dignan & Sheerar Inc
Rhode Island
$266K +$1.09K +9 +0.4%
C
818
Certuity
Florida
$265K +$265K +2,271 New
LA
819
LexAurum Advisors
Kansas
$264K +$264K +2,285 New
AC
820
Avestar Capital
New York
$263K +$263K +2,276 New
HWA
821
Heritage Wealth Advisors
Virginia
$260K – – –
NWM
822
Northwest Wealth Management
Iowa
$259K -$359K -3,109 -58%
SFP
823
Strategic Financial Partners
Oregon
$257K -$125K -1,080 -33%
RMC
824
Resources Management Corp
Connecticut
$257K -$4.04K -35 -2%
HKAM
825
Horizon Kinetics Asset Management
New York
$255K -$324K -2,813 -56%
31 32
33
34 35