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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,042 hedge funds and large institutions have $12.4B invested in Vanguard Small-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 432 increasing their positions, 382 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,042
Holders Change
-54
Holders Change %
-4.93%
% of All Funds
23.02%
Holding in Top 10
87
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.25%
% of All Funds
1.92%
New
101
Increased
432
Reduced
382
Closed
139
Calls
$4.22M
Puts
$2.26M
Net Calls
+$1.96M
Net Calls Change
-$3.95M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.46B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$1.66B
3
Morgan Stanley
Morgan Stanley
New York
$599M
4
CSIA
Charles Schwab Investment Advisory
California
$243M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$122M

Top Sellers

1
CM
Churchill Management
California
$0
2
JFA
Johanson Financial Advisors
California
$565K
3
MRC
Millburn Ridgefield Corp
New York
$81.6M
4
CCA
Catalyst Capital Advisors
New York
$81.6M
5
CIAS
CBIZ Investment Advisory Services
Ohio
$42.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JGIA
1001
Jackson Grant Investment Advisers
Connecticut
$15K – – –
FBT
1002
First Bank & Trust
South Dakota
$15K – – –
EIP
1003
Ellis Investment Partners
Pennsylvania
$15K – – –
MA
1004
MCF Advisors
Kentucky
$14K +$4.51K +39 +48%
CBT
1005
Central Bank & Trust
Kentucky
$13K -$30.5K -263 -70%
CCM
1006
Cribstone Capital Management
Maine
$12K -$18K -150 -60%
TSW
1007
Thompson Siegel & Walmsley
Virginia
$12K – – –
SIM
1008
Sonora Investment Management
Arizona
$12K +$12K +101 New
LWANC
1009
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K – – –
WB
1010
West Bancorporation
Iowa
$10K – – –
WA
1011
WBH Advisory
Maryland
$9.94K -$461 -3,990 -4%
SMG
1012
Spectrum Management Group
Indiana
$9K – – –
RDWM
1013
Red Door Wealth Management
Tennessee
$9K +$9K +84 New
AIA
1014
Arcadia Investment Advisors
Idaho
$8.43K -$16.2K -140 -66%
TPWA
1015
TRUE Private Wealth Advisors
Oregon
$8K – – –
CI
1016
Cordant Inc
Oregon
$8K +$5K +45 +167%
WAS
1017
Winch Advisory Services
Wisconsin
$8K +$8K +70 New
FP
1018
Financial Perspectives
Minnesota
$7.62K – – –
PAIM
1019
Punch & Associates Investment Management
Minnesota
$7K -$68.9K -561 -91%
MF
1020
Manchester Financial
California
$7K -$5.19K -43 -43%
MCM
1021
McMillion Capital Management
North Carolina
$7K – – –
LF
1022
Lee Financial
Texas
$7K – – –
SCA
1023
Stonebridge Capital Advisors
Minnesota
$6K – – –
FNBOSM
1024
First National Bank of South Miami
Florida
$6K – – –
WCG
1025
Weaver Consulting Group
California
$6K – – –
39 40
41
42 43