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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 %
MSA
901
Marino Stram & Associates
Massachusetts
$9K – – –
SIS
902
Sound Income Strategies
Florida
$8K -$104K -819 -93%
HH
903
HWG Holdings
Texas
$8K – – –
BWM
904
BerganKDV Wealth Management
Minnesota
$8K – – –
BCM
905
Brasada Capital Management
Texas
$7K – – –
FNBOSM
906
First National Bank of South Miami
Florida
$7K +$7K +50 New
FGC
907
Financial Gravity Companies
Texas
$6K +$6K +41 New
AAP
908
Arax Advisory Partners
Colorado
$6K +$6K +45 New
LB
909
Legacy Bridge
Iowa
$6K +$6K +47 New
HI
910
Hudock Inc
Pennsylvania
$5K – – –
JWA
911
JFS Wealth Advisors
Pennsylvania
$5K – – –
TRCT
912
Tower Research Capital (TRC)
New York
$5K – – –
FMTCOCP
913
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K – – –
TL
914
TrueWealth LLC
Georgia
$5K – – –
EWM
915
Executive Wealth Management
Michigan
$5K +$5K +36 New
GI
916
Gradient Investments
Minnesota
$4K -$1.88K -16 -32%
LYV
917
Live Your Vision
Pennsylvania
$4K – – –
SFC
918
SYM Financial Corp
Indiana
$4K +$4K +28 New
M
919
MOTCO
Texas
$4K +$4K +33 New
NA
920
NewEdge Advisors
Louisiana
$3.16K +$1.35K +10,189 +74%
MWM
921
Mascoma Wealth Management
New Hampshire
$3K – – –
PFO
922
Pathstone Family Office
New Jersey
$2K -$6.21K -59 -76%
AC
923
Avestar Capital
New York
$1K – – –
AMCA
924
Arthur M. Cohen & Associates
Illinois
$737 +$2 +12 +0.2%
UB
925
UMB Bank
Missouri
$378 -$104 -787 -22%
35 36
37
38 39