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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 %
PAMU
851
Pictet Asset Management (UK)
United Kingdom
$49.4K +$568 +4,300 +1%
RWA
852
River Wealth Advisors
Pennsylvania
$48K -$4.11K -31 -8%
PCFFS
853
Pacific Center for Financial Services
California
$47K – – –
WF
854
WealthTrust Fairport
Ohio
$46K -$6.95K -53 -13%
CDIA
855
Capital Directions Investment Advisors
Georgia
$46K – – –
RCA
856
Rowland Carmichael Advisors
Arizona
$44K -$48.6K -369 -52%
RFA
857
Reilly Financial Advisors
California
$43K -$6.14K -47 -13%
BCI
858
Brinker Capital Investments
Pennsylvania
$41K – – –
CTB
859
Country Trust Bank
Illinois
$41K – – –
DBT
860
Dubuque Bank & Trust
Iowa
$40K – – –
MM
861
Main Management
California
$40K – – –
TCM
862
Tradewinds Capital Management
Washington
$37K – – –
BWM
863
Baystate Wealth Management
Massachusetts
$37K +$146 +1 +0.4%
Toronto Dominion Bank
864
Toronto Dominion Bank
Ontario, Canada
$35K +$35K +267 New
CAGAS
865
Capital Advisory Group Advisory Services
Minnesota
$34K – – –
WC
866
Whitnell & Co
Illinois
$34K – – –
AIA
867
Arcadia Investment Advisors
Idaho
$33.9K +$33.9K +257 New
LIA
868
LS Investment Advisors
Michigan
$33K – – –
JA
869
JOYN Advisors
Georgia
$31K – – –
MA
870
MCF Advisors
Kentucky
$30K +$30K +231 New
JCM
871
Jacobi Capital Management
Pennsylvania
$29K +$8.06K +60 +38%
CG
872
Cutler Group
California
$26K – – –
ME
873
McIlrath & Eck
Washington
$23K +$13.7K +102 +148%
HT
874
Heritage Trust
Oklahoma
$23K +$14.1K +106 +158%
NSG
875
Nalls Sherbakoff Group
Tennessee
$23K +$23K +175 New
33 34
35
36 37