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Vanguard Small-Cap ETF
VB

Overview Fund Activity

368 hedge funds and large institutions have $3.35B invested in Vanguard Small-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 134 increasing their positions, 94 reducing their positions, and 19 closing their positions.

Holders
368
Holders Change
+54
Holders Change %
+17.2%
% of All Funds
10.69%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.84%
New
78
Increased
134
Reduced
94
Closed
19
Calls
$671K
Puts
$836K
Net Calls
-$165K
Net Calls Change
+$5.53M

Top Buyers

1
WCM
1
Windham Capital Management
Massachusetts
$84.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$69.1M
3
U
3
UBS
Switzerland
$173M
4
Creative Planning
4
Creative Planning
Kansas
$139M
5
Wells Fargo
5
Wells Fargo
California
$289M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$494K
2
Morgan Stanley
2
Morgan Stanley
New York
$261M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$0
4
QI
4
QS Investors
New York
$1.97M
5
Deutsche Bank
5
Deutsche Bank
Germany
$739K
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
76
Ladenburg Thalmann Financial Services
Florida
$6.17M +$334K +3,041 +6%
IH
77
IFC Holdings
Florida
$6.02M +$505K +4,572 +9%
WTC
78
WhitTier Trust Company
Nevada
$5.89M – – –
VFS
79
VSR Financial Services
Kansas
$5.81M +$477K +4,341 +9%
CI
80
Chartist Inc
California
$5.81M -$173K -1,577 -3%
FWM
81
Focused Wealth Management
New York
$5.72M +$22.2K +202 +0.4%
TCM
82
Twele Capital Management
Minnesota
$5.68M -$5.83M -52,990 -51%
CA
83
Cetera Advisors
Colorado
$5.59M +$4.68M +42,550 +514%
RJFSA
84
Raymond James Financial Services Advisors
Florida
$5.55M +$173K +1,576 +3%
TNBTD
85
Trustmark National Bank Trust Department
Mississippi
$5.53M +$851K +7,742 +18%
MCM
86
Maryland Capital Management
Maryland
$5.5M +$190K +1,724 +4%
KIA
87
KCM Investment Advisors
California
$5.34M – – –
SI
88
SII Investments
Wisconsin
$5.31M +$590K +5,370 +13%
EA
89
Elm Advisors
California
$4.89M +$4.89M +44,430 New
JPMPWA
90
J.P. Morgan Private Wealth Advisors
California
$4.8M +$332K +3,023 +7%
PFA
91
Paradigm Financial Advisors
Missouri
$4.77M +$4.77M +43,386 New
NEPWA
92
New England Private Wealth Advisors
Massachusetts
$4.72M +$32.5K +296 +0.7%
SI
93
Stephens Inc
Arkansas
$4.68M +$538K +4,891 +13%
TRCT
94
Tower Research Capital (TRC)
New York
$4.66M +$528K +4,800 +13%
DY
95
Dowling & Yahnke
California
$4.44M -$80.8K -735 -2%
PFA
96
Pure Financial Advisors
California
$4.39M +$226K +2,052 +5%
RH
97
Rayner & Haynor
California
$4.32M +$4.32M +39,315 New
NIM
98
Northeast Investment Management
Massachusetts
$3.98M -$210K -1,914 -5%
RFC
99
Regions Financial Corp
Alabama
$3.96M -$48.6K -442 -1%
WSA
100
Willow Street Advisors
Florida
$3.96M -$13.7K -125 -0.3%
2 3
4
5 6