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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 %
PWS
1076
Paragon Wealth Strategies
Florida
– -$747K -4,512 Closed
TC
1077
Trust Company
Kansas
– -$746K -4,501 Closed
ACM
1078
Azimuth Capital Management
Michigan
– -$737K -4,450 Closed
KA
1079
Kovack Advisors
Florida
– -$716K -4,320 Closed
SFG
1080
Sather Financial Group
Texas
– -$645K -3,896 Closed
WA1
1081
Wimmer Associates 1
California
– -$587K -3,541 Closed
BOS
1082
Bingham Osborn & Scarborough
California
– -$525K -3,173 Closed
MWM
1083
Minot Wealth Management
Massachusetts
– -$489K -2,905 Closed
TC
1084
TownSquare Capital
Utah
– -$480K -2,899 Closed
OC
1085
Oarsman Capital
Wisconsin
– -$459K -2,771 Closed
RMAM
1086
Raab & Moskowitz Asset Management
New Jersey
– -$425K -2,568 Closed
Allianz Asset Management
1087
Allianz Asset Management
Germany
– -$425K -2,565 Closed
LFA
1088
Lighthouse Financial Advisors
Maryland
– -$423K -2,554 Closed
PIG
1089
Pantheon Investment Group
California
– -$414K -2,500 Closed
MJRIC
1090
Mogy Joel R Investment Counsel
California
– -$372K -2,248 Closed
SWMG
1091
Signature Wealth Management Group
Georgia
– -$372K -2,246 Closed
ATFA
1092
All Terrain Financial Advisors
Minnesota
– -$347K -2,097 Closed
CP
1093
Cumberland Partners
Ontario, Canada
– -$347K -2,092 Closed
MFW
1094
Mosaic Family Wealth
Missouri
– -$341K -2,060 Closed
ICM
1095
IMS Capital Management
Oregon
– -$337K -2,032 Closed
WIC
1096
Woodmont Investment Counsel
Tennessee
– -$335K -2,025 Closed
SNBOSCI
1097
Security National Bank of Sioux City Iowa
Iowa
– -$331K -2,000 Closed
PCM
1098
Poehling Capital Management
Wisconsin
– -$315K -1,904 Closed
EA
1099
Evergreen Advisors
Tennessee
– -$307K -1,855 Closed
CT
1100
Cambridge Trust
Massachusetts
– -$301K -1,815 Closed
42 43
44
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