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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 %
PCS
826
Personal CFO Solutions
New Jersey
$254K – – –
CDH
827
Charles D. Hyman
$253K +$63.4K +550 +33%
GSWM
828
Golden State Wealth Management
California
$251K +$251K +2,174 New
CCM
829
Coe Capital Management
Illinois
$250K -$24.2K -210 -9%
ACM
830
Advisors Capital Management
New Jersey
$247K +$39K +338 +19%
WA
831
Wambolt & Associates
Colorado
$246K -$23.9K -207 -9%
NPF
832
Norris Perne & French
Michigan
$246K – – –
HGWM
833
Harvest Group Wealth Management
Massachusetts
$245K +$575 +5 +0.2%
CAL
834
Capital Advisors Ltd
Ohio
$245K +$19.7K +171 +9%
NWP
835
Northstar Wealth Partners
Connecticut
$243K – – –
MIC
836
Meridian Investment Counsel
California
$243K +$27.8K +240 +13%
EGWAG
837
Elwood & Goetz Wealth Advisory Group
Georgia
$241K +$241K +2,091 New
RA
838
RFG Advisory
Alabama
$240K -$26.9K -233 -10%
PCTC
839
Perkins Coie Trust Company
Washington
$240K -$7.75K -67 -3%
SFG
840
SNS Financial Group
Minnesota
$239K -$11.7K -101 -5%
MBT
841
Montecito Bank & Trust
California
$239K +$5.89K +51 +3%
SKK
842
Shepherd Kaplan Krochuk
Massachusetts
$239K +$17.5K +152 +8%
WEC
843
Winslow Evans & Crocker
Massachusetts
$238K -$136K -1,174 -36%
MFWM
844
Motley Fool Wealth Management
Virginia
$238K -$62.4K -542 -21%
CB
845
Community Bank
New York
$238K – – –
GA
846
Geller Advisors
New York
$235K – – –
TC
847
Toews Corporation
New Jersey
$234K -$11.8K -102 -5%
JAM
848
Jolley Asset Management
North Carolina
$233K – – –
IAA
849
Ironsides Asset Advisors
North Carolina
$233K – – –
FA
850
FCG Advisors
New Jersey
$232K -$162K -1,403 -41%
32 33
34
35 36