VB icon

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 %
SCA
1076
Stonebridge Capital Advisors
Minnesota
$9K – – –
LB
1077
Legacy Bridge
Iowa
$8K – – –
FNBOSM
1078
First National Bank of South Miami
Florida
$8K – – –
FWM
1079
FSA Wealth Management
Massachusetts
$8K +$8K +47 New
CAM
1080
Columbia Asset Management
Michigan
$7.95K +$36 +22 +0.5%
WCG
1081
Weaver Consulting Group
California
$7K -$14.6K -100 -68%
CWA
1082
Capital Wealth Alliance
Arizona
$7K +$7K +41 New
BC
1083
Barnett & Company
Tennessee
$7K +$7K +42 New
HI
1084
Hudock Inc
Pennsylvania
$6K – – –
RG
1085
Retirement Group
California
$6K +$6K +35 New
LWA
1086
Lenox Wealth Advisors
New York
$6K +$6K +38 New
CIA
1087
Cascade Investment Advisors
Oregon
$5.8K – – –
HCA
1088
Horan Capital Advisors
Ohio
$5K – – –
SIS
1089
Sound Income Strategies
Florida
$4K – – –
SIC
1090
Samalin Investment Counsel
New York
$4K +$4K +25 New
CI
1091
Cordant Inc
Oregon
$4K +$4K +27 New
CIM
1092
Contravisory Investment Management
Massachusetts
$3K – – –
FCH
1093
Freestone Capital Holdings
Washington
$2.38K -$1.71K -10,312 -42%
GI
1094
Gradient Investments
Minnesota
$2K -$5.69K -37 -74%
MCM
1095
MV Capital Management
Maryland
$2K – – –
Kayne Anderson Rudnick Investment Management
1096
Kayne Anderson Rudnick Investment Management
California
$2K – – –
NDSI
1097
Newman Dignan & Sheerar Inc
Rhode Island
$364 +$2 +11 +0.5%
AC
1098
Asio Capital
Kentucky
$144 +$144 +875 New
LS
1099
Leelyn Smith
Illinois
$105 +$105 +636 New
SHWM
1100
Silicon Hills Wealth Management
Texas
$60 +$60 +2 New
42 43
44
45 46