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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 %
PA
976
PSI Advisors
Florida
$122K +$122K +741 New
FCMT
977
Founders Capital Management (Texas)
Texas
$120K +$665 +4 +0.6%
BFC
978
Bedel Financial Consulting
Indiana
$120K +$9.77K +59 +9%
SMFS
979
Squar Milner Financial Services
California
$116K +$116K +704 New
PFBT
980
Parkside Financial Bank & Trust
Missouri
$115K – – –
HIM
981
HawsGoodwin Investment Management
Tennessee
$115K +$115K +696 New
WCM
982
Wealthcare Capital Management
Virginia
$113K – – –
CIAS
983
Capital Investment Advisory Services
North Carolina
$112K +$5.14K +31 +5%
VCM
984
Vigilant Capital Management
Maine
$109K +$13.7K +83 +14%
GWS
985
Glassman Wealth Services
Virginia
$108K -$25.1K -152 -19%
SWM
986
Sugarloaf Wealth Management
Georgia
$107K +$107K +647 New
PCA
987
Providence Capital Advisors
North Carolina
$106K – – –
GTAM
988
Global Trust Asset Management
Florida
$106K +$8.93K +54 +9%
PAIM
989
Punch & Associates Investment Management
Minnesota
$102K +$102K +618 New
CAL
990
Capital Analysts LLC
Pennsylvania
$99K -$6.15K -37 -6%
HPC
991
HM Payson & Co
Maine
$99K – – –
MWP
992
Meridian Wealth Partners
Pennsylvania
$99K +$99K +598 New
ADL
993
Asset Dedication LLC
California
$98K -$993 -6 -1%
CYG
994
Clean Yield Group
Vermont
$98K +$98K +590 New
FWM
995
Focused Wealth Management
New York
$97K -$3.32K -20 -3%
EW
996
Element Wealth
Mississippi
$97K +$97K +584 New
CBT
997
Capital Bank & Trust
California
$94K – – –
FFC
998
First Financial Corp
Indiana
$93K – – –
AP
999
Atwood & Palmer
Missouri
$93K – – –
CWC
1000
Carolinas Wealth Consulting
North Carolina
$91K +$91K +555 New
38 39
40
41 42