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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 %
SWM
976
Segment Wealth Management
Texas
– -$226K -1,389 Closed
WA
977
WealthTrust Axiom
Pennsylvania
– -$225K -1,384 Closed
CA
978
Continuum Advisory
Idaho
– -$215K -1,338 Closed
PWLP
979
Prio Wealth Limited Partnership
Massachusetts
– -$216K -1,333 Closed
MIC
980
Meridian Investment Counsel
California
– -$216K -1,326 Closed
BCM
981
Bienville Capital Management
New York
– -$216K -1,325 Closed
FA
982
FCG Advisors
New Jersey
– -$210K -1,293 Closed
HCMT
983
Highland Capital Management (Tennessee)
Tennessee
– -$208K -1,277 Closed
Lido Advisors
984
Lido Advisors
California
– -$207K -1,271 Closed
FCIM
985
Fairview Capital Investment Management
California
– -$204K -1,256 Closed
CAM
986
Carret Asset Management
New York
– -$203K -1,250 Closed
ONB
987
Old National Bancorp
Indiana
– -$203K -1,247 Closed
IC
988
Intersect Capital
California
– -$200K -1,233 Closed
PWAG
989
Polaris Wealth Advisory Group
California
– -$177K -1,089 Closed
SFM
990
Signet Financial Management
New Jersey
– -$131K -806 Closed
ECM
991
Exchange Capital Management
Michigan
– -$130K -800 Closed
SWMG
992
Signature Wealth Management Group
Georgia
– -$89K -622 Closed
ML
993
McAdam LLC
Pennsylvania
– -$93K -584 Closed
KF
994
Krilogy Financial
Missouri
– -$84K -514 Closed
SFA
995
Stewardship Financial Advisors
Georgia
– -$70K -428 Closed
SCM
996
Southport Capital Management
Tennessee
– -$54K -333 Closed
KJWM
997
Kiley Juergens Wealth Management
Washington
– -$33K -205 Closed
FCT
998
Family Capital Trust
Massachusetts
– -$33K -200 Closed
TC
999
Trilogy Capital
California
– -$26K -162 Closed
IP
1000
Intellectus Partners
California
– -$25K -156 Closed
37 38 39
40
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