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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 %
WIM
901
Westside Investment Management
California
$174K +$174K +9,655 New
LWCFA
902
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$171K – – –
PFSC
903
Peoples Financial Services Corp
Pennsylvania
$170K +$37.5K +325 +28%
FCB
904
First Command Bank
Texas
$169K – – –
FCFS
905
First Command Financial Services
Texas
$169K – – –
IF
906
Ironwood Financial
Arizona
$167K -$187K -1,619 -53%
PFGIA
907
Patriot Financial Group Insurance Agency
Massachusetts
$167K +$24.3K +210 +17%
EW
908
Evoke Wealth
California
$166K +$166K +1,440 New
VI
909
Vestcor Inc
New Brunswick, Canada
$153K +$34.6K +300 +29%
AIC
910
Archer Investment Corporation
Indiana
$149K – – –
DOA
911
D'Orazio & Associates
Virginia
$149K +$5.87K +51 +4%
GEA
912
Glen Eagle Advisors
New Jersey
$149K -$39.1K -339 -21%
RCM
913
Rain Capital Management
Oregon
$144K +$4.93K +41 +4%
FANJ
914
Financial Architects (New Jersey)
New Jersey
$130K +$22.2K +192 +21%
SC
915
Stralem & Co
New York
$130K +$130K +1,130 New
GKIM
916
GW&K Investment Management
Massachusetts
$129K +$85.3K +741 +196%
AWA
917
Arkadios Wealth Advisors
Georgia
$128K -$11.3K -98 -8%
PB
918
Pinnacle Bancorp
Nebraska
$124K -$3.48K -30 -3%
SFSG
919
Stearns Financial Services Group
North Carolina
$118K +$24.9K +215 +27%
DAC
920
Dividend Assets Capital
South Carolina
$116K -$83.8K -725 -42%
JFGIW
921
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$111K -$35.2K -304 -24%
RE
922
RBC Europe
United Kingdom
$107K – – –
KPCM
923
Kings Point Capital Management
New York
$107K – – –
SFSIG
924
San Francisco Sentry Investment Group
California
$100K -$115K -998 -53%
LFG
925
LifePlan Financial Group
Ohio
$100K +$84.1K +732 +530%
35 36
37
38 39