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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
$85.2M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$2.04B
4
UBS Group
UBS Group
Switzerland
$565M
5
AA
Acorns Advisers
California
$297M

Top Sellers

1
M&T Bank
M&T Bank
New York
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$151M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
$14.4M
4
BFG
Bouchey Financial Group
New York
$15.7M
5
MIS
Morningstar Investment Services
Illinois
$5.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
SQA
1001
Simon Quick Advisors
New Jersey
$90K +$6.46K +39 +8%
Simplex Trading
1002
Simplex Trading
Illinois
$90K +$86K +520 +2,167%
CB
1003
CNB Bank
Pennsylvania
$88K – – –
MWM
1004
Maltin Wealth Management
New Jersey
$88K +$88K +529 New
IA
1005
Independence Advisors
Pennsylvania
$85K +$85K +513 New
WCAMG
1006
Woodard & Company Asset Management Group
North Carolina
$83K +$83K +500 New
BWL
1007
Bogart Wealth LLC
Virginia
$82K – – –
FPFS
1008
First Personal Financial Services
North Carolina
$82K +$16.7K +101 +26%
NSB
1009
Norway Savings Bank
Maine
$79K – – –
JCM
1010
Jacobi Capital Management
Pennsylvania
$78K – – –
TFGT
1011
TS Financial Group (TSFG)
Illinois
$76K +$166 +1 +0.2%
PC
1012
Permanens Capital
New York
$72K +$62.6K +379 +665%
SFA
1013
Stewardship Financial Advisors
Georgia
$71K – – –
WOC
1014
West Oak Capital
California
$69K – – –
ME
1015
McIlrath & Eck
Washington
$69K +$34.2K +207 +98%
BCI
1016
Brinker Capital Investments
Pennsylvania
$68K +$165 +1 +0.2%
TCM
1017
Tradewinds Capital Management
Washington
$66K – – –
PW
1018
Price Wealth
Texas
$64K -$769K -4,662 -92%
GKIM
1019
GW&K Investment Management
Massachusetts
$63K +$19K +114 +43%
CBT
1020
Central Bank & Trust
Kentucky
$62K – – –
EWM
1021
EPG Wealth Management
Georgia
$60K +$60K +362 New
TAM
1022
Townsend Asset Management
North Carolina
$60K +$60K +363 New
PCFFS
1023
Pacific Center for Financial Services
California
$59K – – –
APWM
1024
Atlas Private Wealth Management
New York
$56K +$56K +336 New
AIA
1025
Armor Investment Advisors
North Carolina
$55K +$55K +335 New
39 40
41
42 43