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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 %
RCA
1026
Ranch Capital Advisors
Florida
$5K -$12.8K -125 -72%
BC
1027
Barnett & Company
Tennessee
$5K – – –
LB
1028
Legacy Bridge
Iowa
$5K – – –
FWM
1029
FSA Wealth Management
Massachusetts
$5K – – –
HI
1030
Hudock Inc
Pennsylvania
$5K +$349 +3 +8%
BBPWM
1031
Blue Bell Private Wealth Management
Pennsylvania
$5K +$5K +40 New
CIA
1032
Cascade Investment Advisors
Oregon
$4.04K – – –
MAM
1033
Meeder Asset Management
Ohio
$4K -$11.8K -112 -75%
NL
1034
NWAM LLC
Washington
$3.81K -$186 -1,607 -5%
SIS
1035
Sound Income Strategies
Florida
$3K – – –
LAS
1036
Lloyd Advisory Services
Georgia
$3K +$3K +27 New
FA
1037
Faithward Advisors
Pennsylvania
$3K +$3K +30 New
JWM
1038
Janiczek Wealth Management
Colorado
$2K -$5.87K -44 -75%
CIM
1039
Contravisory Investment Management
Massachusetts
$2K – – –
SA
1040
SRH Advisors
Kansas
$2K +$2K +19 New
DCM
1041
Davis Capital Management
Florida
$2K +$2K +19 New
FCH
1042
Freestone Capital Holdings
Washington
$1.32K -$342 -2,961 -21%
MCM
1043
MV Capital Management
Maryland
$1K – – –
YAL
1044
Your Advocates Ltd
Texas
$1K +$1K +8 New
NG
1045
NWK Group
California
$1K +$1K +11 New
CM
1046
Churchill Management
California
– -$170M -1,025,455 Closed
PAMU
1047
Pictet Asset Management (UK)
United Kingdom
– -$14.4M -87,000 Closed
AI
1048
Atria Investments
North Carolina
– -$12.2M -73,695 Closed
IAA
1049
Independent Advisor Alliance
North Carolina
– -$7.33M -44,257 Closed
MWP
1050
MYCIO Wealth Partners
Pennsylvania
– -$5.97M -36,026 Closed
40 41
42
43 44