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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 %
NDSI
926
Newman Dignan & Sheerar Inc
Rhode Island
$286 +$1 +11 +0.5%
CF
927
Centaurus Financial
California
$7 +$7 +881 +17,620%
CM
928
Churchill Management
California
– -$73.5M -452,147 Closed
RJFSA
929
Raymond James Financial Services Advisors
Florida
– -$55.9M -343,577 Closed
USAA
930
United Services Automobile Association
Texas
– -$10.9M -66,980 Closed
QIM
931
Quantitative Investment Management
Virginia
– -$7.79M -47,900 Closed
PC
932
Permanens Capital
New York
– -$7.66M -47,110 Closed
CIM
933
Cambria Investment Management
California
– -$5.56M -34,180 Closed
DY
934
Dowling & Yahnke
California
– -$4.98M -30,626 Closed
First Trust Advisors
935
First Trust Advisors
Illinois
– -$4.21M -25,873 Closed
TFS
936
TrustCore Financial Services
Tennessee
– -$3.54M -21,795 Closed
MPA
937
Marvin & Palmer Associates
Delaware
– -$3.52M -21,671 Closed
RFO
938
RiverGlades Family Offices
Florida
– -$3.4M -20,899 Closed
MWM
939
Merriman Wealth Management
Washington
– -$3.27M -20,085 Closed
HA
940
Hays Advisory
Tennessee
– -$3.14M -19,336 Closed
RIM
941
Redwood Investment Management
Arizona
– -$3.09M -18,992 Closed
TWA
942
Tillar-Wenstrup Advisors
Ohio
– -$2.34M -14,369 Closed
LFGH
943
Lee Financial Group Hawaii
Hawaii
– -$1.96M -12,057 Closed
WCF
944
West Coast Financial
California
– -$1.82M -11,174 Closed
OAM
945
Oppenheimer Asset Management
New York
– -$1.12M -6,871 Closed
CRC
946
Curi RMB Capital
Illinois
– -$1.07M -6,577 Closed
BPCE
947
Bank Pictet & Cie (Europe)
Germany
– -$580K -3,570 Closed
Renaissance Technologies
948
Renaissance Technologies
New York
– -$537K -3,300 Closed
VAM
949
Visionary Asset Management
Texas
– -$526K -3,225 Closed
FTS
950
Fifth Third Securities
Ohio
– -$491K -3,020 Closed
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