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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,096 hedge funds and large institutions have $15.1B invested in Vanguard Small-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 458 increasing their positions, 296 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
+129
Holders Change %
+13.34%
% of All Funds
21.64%
Holding in Top 10
89
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.88%
% of All Funds
1.76%
New
185
Increased
458
Reduced
296
Closed
40
Calls
$6.65M
Puts
$744K
Net Calls
+$5.9M
Net Calls Change
+$990K

Top Buyers

1
CM
Churchill Management
California
+$170M
2
Truist Financial
Truist Financial
North Carolina
+$66.7M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$64.6M
4
UBS Group
UBS Group
Switzerland
+$31.9M
5
AA
Acorns Advisers
California
+$31.9M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$91.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$63.8M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
-$29M
4
BFG
Bouchey Financial Group
New York
-$6.66M
5
MIS
Morningstar Investment Services
Illinois
-$5.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
951
Physician Wealth Advisors
Utah
$202K +$202K +1,210 New
LA
952
LVW Advisors
New York
$202K +$202K +1,217 New
OFS
953
Orrstown Financial Services
Pennsylvania
$201K -$111K -663 -36%
ACA
954
Atlas Capital Advisors
Wyoming
$193K +$331 +2 +0.2%
RCM
955
Rain Capital Management
Oregon
$192K – – –
PFSC
956
Peoples Financial Services Corp
Pennsylvania
$191K – – –
PB
957
Pinnacle Bancorp
Nebraska
$182K +$24.8K +150 +16%
SL
958
Salomon & Ludwin
Virginia
$181K – – –
DI
959
Disciplined Investments
Oklahoma
$173K +$173K +1,043 New
CCA
960
Column Capital Advisors
Indiana
$173K +$173K +1,050 New
VI
961
Vestcor Inc
New Brunswick, Canada
$170K +$170K +1,025 New
ACM
962
Allred Capital Management
Texas
$162K +$162K +979 New
EP
963
Eudaimonia Partners
Tennessee
$156K +$156K +939 New
RE
964
RBC Europe
United Kingdom
$154K – – –
FANJ
965
Financial Architects (New Jersey)
New Jersey
$154K -$16.7K -101 -10%
KPCM
966
Kings Point Capital Management
New York
$154K +$72.4K +437 +89%
IFWM
967
Institute for Wealth Management
Colorado
$152K +$152K +916 New
BCA
968
Berman Capital Advisors
Georgia
$147K +$993 +6 +0.7%
NCM
969
Next Capital Management
New York
$146K +$33.9K +205 +30%
GDP
970
Great Diamond Partners
Maine
$142K +$142K +860 New
PWP
971
Personal Wealth Partners
Minnesota
$141K – – –
FM
972
Family Management
New York
$138K +$7.93K +48 +6%
IWA
973
Intercontinental Wealth Advisors
Texas
$137K – – –
SFSG
974
Stearns Financial Services Group
North Carolina
$133K -$11.6K -70 -8%
BA
975
Ballast Advisors
Minnesota
$126K +$126K +762 New
37 38
39
40 41