VB icon

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 %
JWCA
1051
J.W. Cole Advisors
Florida
– -$4.11M -24,819 Closed
RIM
1052
Redwood Investment Management
Arizona
– -$4.08M -24,649 Closed
TCBWMS
1053
Texas Capital Bank Wealth Management Services
Texas
– -$3.97M -23,955 Closed
MWM
1054
Merriman Wealth Management
Washington
– -$3.96M -23,916 Closed
Citadel Advisors
1055
Citadel Advisors
Florida
– -$3.95M -23,853 Closed
RFA
1056
Radnor Financial Advisors
Pennsylvania
– -$3.44M -20,759 Closed
SCM
1057
Stonehearth Capital Management
Massachusetts
– -$3.09M -18,662 Closed
FPGK
1058
Financial Partners Group (Kansas)
Kansas
– -$2.65M -15,978 Closed
RIA
1059
Regal Investment Advisors
Michigan
– -$2.57M -15,515 Closed
HP
1060
Hikari Power
Japan
– -$2.4M -14,500 Closed
JWBC
1061
J.W. Burns & Co
New York
– -$2.31M -13,929 Closed
RCS
1062
Retirement Capital Strategies
California
– -$2.22M -13,396 Closed
FC
1063
Forte Capital
New York
– -$2M -12,043 Closed
KPW
1064
Kore Private Wealth
New York
– -$1.74M -10,483 Closed
WPW
1065
Waldron Private Wealth
Pennsylvania
– -$1.53M -9,232 Closed
LRIA
1066
Leonard Rickey Investment Advisors
Washington
– -$1.42M -8,591 Closed
HTI
1067
Hikari Tsushin Inc
Japan
– -$1.23M -7,440 Closed
SRSA
1068
S.R. Schill & Associates
Washington
– -$1.06M -6,424 Closed
PWM
1069
PRW Wealth Management
Massachusetts
– -$1.04M -6,273 Closed
TI
1070
Truepoint Inc
Ohio
– -$976K -5,892 Closed
Franklin Resources
1071
Franklin Resources
California
– -$948K -5,725 Closed
PAS
1072
Park Avenue Securities
New York
– -$940K -5,673 Closed
LPT
1073
Legacy Private Trust
Wisconsin
– -$915K -5,526 Closed
TI
1074
tru Independence
Oregon
– -$545K -4,727 Closed
MCP
1075
Mirador Capital Partners
California
– -$776K -4,688 Closed
41 42
43
44 45