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Vanguard Small-Cap ETF
VB

Overview Fund Activity

487 hedge funds and large institutions have $5.08B invested in Vanguard Small-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 201 increasing their positions, 172 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
487
Holders Change
+13
Holders Change %
+2.74%
% of All Funds
13%
Holding in Top 10
38
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.01%
New
55
Increased
201
Reduced
172
Closed
37
Calls
$3.3M
Puts
$6.84M
Net Calls
-$3.54M
Net Calls Change
-$2.46M

Top Buyers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$122M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$78.5M
3
Bessemer Group
3
Bessemer Group
New Jersey
$59.3M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$32.3M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$34M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$405M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$16.5M
3
Bank of America
3
Bank of America
North Carolina
$750M
4
CS
4
Credit Suisse
Switzerland
$576K
5
SWP
5
Stratos Wealth Partners
Ohio
$1.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
126
Webster Bank
Connecticut
$3.85M +$1.24M +11,084 +47%
DY
127
Dowling & Yahnke
California
$3.85M +$17.3K +155 +0.5%
WAM
128
Wealthspire Advisors (Maryland)
Maryland
$3.8M +$522K +4,679 +16%
WT
129
Whittier Trust
California
$3.78M +$107K +962 +3%
SB
130
Suntrust Banks
Georgia
$3.77M +$137K +1,232 +4%
TFO
131
Tarbox Family Office
California
$3.77M +$418K +3,751 +12%
NIM
132
Northeast Investment Management
Massachusetts
$3.73M -$22.5K -202 -0.6%
WSTAM
133
Wilbanks Smith & Thomas Asset Management
Virginia
$3.72M +$1.01M +9,098 +37%
JIC
134
Johnson Investment Counsel
Ohio
$3.6M +$111 +1 +0%
NEPWA
135
New England Private Wealth Advisors
Massachusetts
$3.52M -$556K -4,988 -14%
KIA
136
KCM Investment Advisors
California
$3.48M -$256K -2,294 -7%
VFA
137
Voya Financial Advisors
Connecticut
$3.48M -$695K -6,253 -17%
CA
138
Cambridge Advisors
Nebraska
$3.4M +$312K +2,800 +10%
CA
139
Cetera Advisors
Colorado
$3.17M -$594K -5,331 -16%
TNBTD
140
Trustmark National Bank Trust Department
Mississippi
$3.16M -$1.17M -10,489 -27%
EWM
141
Evercore Wealth Management
New York
$3.14M +$122K +1,092 +4%
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$3.14M +$137K +1,230 +5%
UFA
143
US Financial Advisors
Massachusetts
$3.13M +$3.07M +27,516 +5,322%
IFB
144
iAB Financial Bank
Indiana
$3.08M +$106K +950 +4%
CIM
145
Cetera Investment Management
California
$3.05M -$103K -929 -3%
BlackRock
146
BlackRock
New York
$3.05M +$238K +2,139 +8%
SIC
147
Salem Investment Counselors
North Carolina
$3.03M +$235K +2,108 +8%
CPIG
148
Chicago Partners Investment Group
Illinois
$3.02M -$83.5K -749 -3%
GA
149
Geneva Advisors
Illinois
$2.97M +$498K +4,470 +20%
HCIA
150
Hochman Cole Investment Advisors
Illinois
$2.92M +$8.7K +78 +0.3%
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