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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 %
BFS
826
Bradley Foster & Sargent
Connecticut
$317K +$63.2K +382 +25%
PCM
827
Poehling Capital Management
Wisconsin
$315K +$315K +1,904 New
VBFP
828
Valtinson Bruner Financial Planning
Minnesota
$314K +$314K +1,898 New
FWP
829
FAS Wealth Partners
Kansas
$313K – – –
BC
830
Burney Company
Virginia
$312K +$17.7K +107 +6%
MA
831
Modus Advisors
Minnesota
$312K +$312K +1,882 New
TFF
832
The Family Firm
Maryland
$310K -$31.5K -190 -9%
SFSIG
833
San Francisco Sentry Investment Group
California
$309K – – –
MIC
834
Meridian Investment Counsel
California
$308K +$4.97K +30 +2%
EA
835
Evergreen Advisors
Tennessee
$307K +$1.66K +10 +0.5%
CIBC World Market
836
CIBC World Market
Ontario, Canada
$307K +$13.8K +83 +5%
NCM
837
Northwest Capital Management
Oregon
$306K +$306K +1,843 New
SCA
838
Stokes Capital Advisors
South Carolina
$304K – – –
HR
839
Howe & Rusling
New York
$303K +$9.94K +60 +3%
MIC
840
Means Investment Company
Maine
$301K -$40.2K -237 -12%
TA
841
Trellis Advisors
Washington
$301K +$49.4K +298 +20%
CT
842
Cambridge Trust
Massachusetts
$301K +$301K +1,815 New
SWM
843
Stockman Wealth Management
Montana
$299K – – –
ACM
844
Advisors Capital Management
New Jersey
$299K +$47.2K +285 +19%
HR
845
Hayden Royal
North Carolina
$297K -$6.6K -39 -2%
RMCM
846
Reynders McVeigh Capital Management
Massachusetts
$296K -$49.7K -300 -14%
RWA
847
River Wealth Advisors
Pennsylvania
$295K +$42.1K +254 +17%
SWM
848
SeaCrest Wealth Management
New York
$294K -$155K -938 -35%
AMIM
849
Aull & Monroe Investment Management
Alabama
$293K – – –
CNB
850
Camden National Bank
Maine
$293K +$16.6K +100 +6%
32 33
34
35 36