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Vanguard Small-Cap ETF
VB

Overview Fund Activity

956 hedge funds and large institutions have $13.4B invested in Vanguard Small-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 404 increasing their positions, 330 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
956
Holders Change
–
Holders Change %
0%
% of All Funds
20.8%
Holding in Top 10
89
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.26%
% of All Funds
1.94%
New
73
Increased
404
Reduced
330
Closed
57
Calls
$2.95M
Puts
$1.56M
Net Calls
+$1.39M
Net Calls Change
-$6.32M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$224M
2
AA
2
Acorns Advisers
California
$233M
3
Ameriprise
3
Ameriprise
Minnesota
$415M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$66.1M
5
CCA
5
Catalyst Capital Advisors
New York
$243M

Top Sellers

1
JPLA
1
Joseph P. Lucia & Associates
New York
$1.07M
2
Wells Fargo
2
Wells Fargo
California
$518M
3
MFM
3
MD Financial Management
Ontario, Canada
$119M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$235M
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
926
Archer Investment Corporation
Indiana
$16K – – –
TSW
927
Thompson Siegel & Walmsley
Virginia
$16K – – –
PMFA
928
Plante Moran Financial Advisors
Michigan
$15K – – –
GCM
929
Gables Capital Management
Florida
$15K – – –
LFG
930
LifePlan Financial Group
Ohio
$13K +$153 +1 +1%
ACS
931
Archford Capital Strategies
Illinois
$12K – – –
TPWA
932
TRUE Private Wealth Advisors
Oregon
$12K +$12K +80 New
KCPG
933
Kavar Capital Partners Group
Kansas
$11K +$11K +68 New
CFN
934
Cordasco Financial Network
Florida
$11K +$11K +73 New
MCM
935
McMillion Capital Management
North Carolina
$10K +$10K +63 New
MWM
936
Meridian Wealth Management
Kentucky
$9.03K +$360 +230 +4%
EWM
937
Executive Wealth Management
Michigan
$9K +$3.21K +20 +56%
SCA
938
Stonebridge Capital Advisors
Minnesota
$9K +$9K +55 New
PC
939
Permanens Capital
New York
$8K -$47.7K -292 -86%
FNBOSM
940
First National Bank of South Miami
Florida
$8K – – –
LB
941
Legacy Bridge
Iowa
$7K – – –
FMTCOCP
942
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K – – –
FGAM
943
Financial Gravity Asset Management
Texas
$6K – – –
HI
944
Hudock Inc
Pennsylvania
$6K +$600 +4 +11%
CIA
945
Cascade Investment Advisors
Oregon
$5.48K +$5.48K +35 New
IWA
946
IBEX Wealth Advisors
New Jersey
$5K +$5K +32 New
MWM
947
Mascoma Wealth Management
New Hampshire
$4K – – –
BRWM
948
B. Riley Wealth Management
Tennessee
$3.76K +$208 +1,326 +6%
SIS
949
Sound Income Strategies
Florida
$3K -$114K -836 -97%
BWM
950
BerganKDV Wealth Management
Minnesota
$3K -$6.16K -39 -67%
36 37
38
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