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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 %
BOPW
826
Brandywine Oak Private Wealth
Pennsylvania
$85K +$85K +649 New
CAC
827
Certified Advisory Corp
Florida
$78K +$16.6K +126 +27%
GTAM
828
Global Trust Asset Management
Florida
$76K -$2.64K -20 -3%
AP
829
Atwood & Palmer
Missouri
$74K – – –
WANY
830
Wealthspire Advisors (New York)
New York
$73K +$73K +550 New
BTNA
831
Bremer Trust National Association
Minnesota
$71K +$71K +540 New
CB
832
CNB Bank
Pennsylvania
$70K +$15.6K +118 +29%
GWA
833
Guidant Wealth Advisors
Illinois
$67K +$67K +510 New
ADL
834
Asset Dedication LLC
California
$66K -$1.93M -14,872 -97%
VCM
835
Vigilant Capital Management
Maine
$66K – – –
KPCM
836
Kings Point Capital Management
New York
$65K – – –
BWL
837
Bogart Wealth LLC
Virginia
$65K – – –
OFW
838
Omnia Family Wealth
Florida
$64K – – –
SWPG
839
Strategic Wealth Partners Group
Illinois
$63K -$197K -1,500 -76%
WAM
840
Watermark Asset Management
California
$63K -$8.21K -62 -12%
NSB
841
Norway Savings Bank
Maine
$63K – – –
ESB
842
Essex Savings Bank
Connecticut
$63K +$63K +475 New
DWM
843
Destination Wealth Management
California
$60K – – –
YWP
844
YorkBridge Wealth Partners
New York
$56K – – –
WOC
845
West Oak Capital
California
$55.2K – – –
PW
846
Price Wealth
Texas
$55K – – –
CC
847
Claybrook Capital
Massachusetts
$54K -$2.02M -15,243 -97%
JWM
848
Janiczek Wealth Management
Colorado
$54K +$51.9K +391 +2,444%
WDL
849
Well Done LLC
Michigan
$54K +$54K +407 New
PCM
850
Princeton Capital Management
New Jersey
$51K -$27.8K -209 -35%
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34
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