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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
$165M
2
Bank of America
Bank of America
North Carolina
$1.34B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$242M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$1.53B
5
CAW
Cornerstone Advisors (Washington)
Washington
$42.2M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$69.6M
2
CWM
Cornerstone Wealth Management
Missouri
$1.19M
3
CM
Churchill Management
California
$0
4
Wellington Management Group
Wellington Management Group
Massachusetts
$113M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HMS
876
Hanseatic Management Services
New Mexico
$22K +$14.8K +111 +206%
CH
877
Canton Hathaway
Rhode Island
$20K – – –
SNT
878
Security National Trust
West Virginia
$20K – – –
SIM
879
Sonora Investment Management
Arizona
$20K +$20K +150 New
HDIM
880
Hanson & Doremus Investment Management
Vermont
$19K – – –
BAM
881
Bruderman Asset Management
New York
$19K +$19K +140 New
CHP
882
Cable Hill Partners
Oregon
$17K -$18.3K -136 -52%
CBT
883
Central Bank & Trust
Kentucky
$17K – – –
LFASL
884
Lugano Financial Advisors SA (LFA)
Switzerland
$16K – – –
FDCDDQ
885
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.8K -$792 -6 -5%
1NWS
886
1 North Wealth Services
Maryland
$15K +$15K +116 New
LGWM
887
Litman Gregory Wealth Management
California
$14K – – –
MAM
888
Meeder Asset Management
Ohio
$14K +$14K +104 New
LFA
889
Legacy Financial Advisors
Kentucky
$13K – – –
CWA
890
Clarus Wealth Advisors
Arizona
$13K – – –
TSW
891
Thompson Siegel & Walmsley
Virginia
$13K – – –
PMFA
892
Plante Moran Financial Advisors
Michigan
$13K – – –
LWANC
893
Laurel Wealth Advisors (North Carolina)
North Carolina
$13K +$13K +99 New
JGIA
894
Jackson Grant Investment Advisers
Connecticut
$12K -$4.77K -35 -28%
GCM
895
Gables Capital Management
Florida
$12K +$12K +93 New
WA
896
WBH Advisory
Maryland
$12K +$568 +4,303 +5%
FPFS
897
First Personal Financial Services
North Carolina
$11K – – –
ACS
898
Archford Capital Strategies
Illinois
$10K – – –
PGWM
899
Parisi Gray Wealth Management
New Jersey
$10K – – –
LFG
900
LifePlan Financial Group
Ohio
$9K -$21.1K -157 -70%
34 35
36
37 38