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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 %
CBT
926
Capital Bank & Trust
California
$95K +$29.6K +257 +45%
BA
927
Ballast Advisors
Minnesota
$88K – – –
BFC
928
Bedel Financial Consulting
Indiana
$86K +$2.42K +21 +3%
PFBT
929
Parkside Financial Bank & Trust
Missouri
$84K +$4.48K +39 +6%
SMFS
930
Squar Milner Financial Services
California
$81K – – –
ADL
931
Asset Dedication LLC
California
$81K +$12.2K +105 +18%
HIM
932
HawsGoodwin Investment Management
Tennessee
$80K – – –
WCM
933
Wealthcare Capital Management
Virginia
$79K – – –
MWM
934
MBE Wealth Management
Wisconsin
$77K +$77K +675 New
GTAM
935
Global Trust Asset Management
Florida
$75K – – –
GWS
936
Glassman Wealth Services
Virginia
$75K – – –
SWM
937
Sugarloaf Wealth Management
Georgia
$75K +$346 +3 +0.5%
LDFR
938
Lehman & Derafelo Financial Resources
Pennsylvania
$71K +$59.3K +510 +505%
PFO
939
Pathstone Family Office
New Jersey
$71K +$71K +613 New
FCMT
940
Founders Capital Management (Texas)
Texas
$70K -$13.3K -115 -16%
CYG
941
Clean Yield Group
Vermont
$68K – – –
HPC
942
HM Payson & Co
Maine
$66K -$3.12K -27 -5%
FFC
943
First Financial Corp
Indiana
$65K – – –
AP
944
Atwood & Palmer
Missouri
$65K – – –
SFA
945
Stewardship Financial Advisors
Georgia
$65K +$15.8K +138 +32%
HWA
946
HHM Wealth Advisors
Tennessee
$64K +$64K +551 New
CFD
947
Creative Financial Designs
Indiana
$63K -$118K -1,025 -65%
FWM
948
Focused Wealth Management
New York
$63K -$3.9K -34 -6%
EW
949
Element Wealth
Mississippi
$62K -$5.05K -44 -8%
CB
950
CNB Bank
Pennsylvania
$61K – – –
36 37
38
39 40