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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 %
MC
951
Moors & Cabot
Massachusetts
– -$446K -2,742 Closed
PC
952
Palo Capital
California
– -$432K -2,656 Closed
CAMG
953
CWA Asset Management Group
Florida
– -$424K -2,611 Closed
NCM
954
Narwhal Capital Management
Georgia
– -$407K -2,505 Closed
CFIA
955
Cantor Fitzgerald Investment Advisors
New York
– -$370K -2,277 Closed
AW
956
ACG Wealth
Georgia
– -$338K -2,080 Closed
CI
957
Cavalier Investments
Georgia
– -$327K -2,014 Closed
SC
958
Searle & Co
Connecticut
– -$325K -2,000 Closed
APP
959
Avantax Planning Partners
Iowa
– -$324K -1,995 Closed
CC
960
Cadinha & Co
Hawaii
– -$322K -1,980 Closed
ACM
961
Advisors Capital Management
New Jersey
– -$294K -1,807 Closed
LA
962
LVW Advisors
New York
– -$291K -1,789 Closed
SCA
963
STALEY CAPITAL ADVISERS
Pennsylvania
– -$286K -1,756 Closed
ACG
964
Allen Capital Group
Nebraska
– -$257K -1,578 Closed
RWP
965
RWA Wealth Partners
Massachusetts
– -$256K -1,575 Closed
AA
966
Advisory Alpha
Michigan
– -$535K -1,554 Closed
FFBTD
967
First Financial Bank - Trust Division
Ohio
– -$252K -1,548 Closed
BCA
968
Bay Colony Advisors
Massachusetts
– -$240K -1,479 Closed
DWM
969
Dynasty Wealth Management
Florida
– -$239K -1,473 Closed
WIP
970
Wellesley Investment Partners
Massachusetts
– -$236K -1,455 Closed
BA
971
Boston Advisors
Massachusetts
– -$236K -1,450 Closed
EWA
972
Exencial Wealth Advisors
Oklahoma
– -$228K -1,401 Closed
FNBOMD
973
First National Bank of Mount Dora
Florida
– -$228K -1,400 Closed
GHA
974
GW Henssler & Associates
Georgia
– -$226K -1,389 Closed
FPCG
975
Fort Pitt Capital Group
Pennsylvania
– -$226K -1,389 Closed
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39
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