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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 %
V
126
Veritable
Delaware
$9.49M -$439K -3,806 -4%
LIM
127
Leavell Investment Management
Alabama
$9.45M +$94.2K +816 +1%
PFA
128
Paradigm Financial Advisors
Missouri
$9.44M +$306K +2,651 +3%
RFC
129
Regions Financial Corp
Alabama
$8.98M +$2.07M +17,919 +30%
AI
130
Accredited Investors
Minnesota
$8.91M -$5.3M -45,899 -37%
BAM
131
Berkshire Asset Management
Pennsylvania
$8.82M +$1.28M +11,109 +17%
DC
132
DeDora Capital
California
$8.66M +$528K +4,577 +6%
BRWA
133
B. Riley Wealth Advisors
Florida
$8.56M +$5.21M +45,091 +155%
BI
134
Ballast Inc
Kentucky
$8.53M +$869K +7,528 +11%
SWP
135
Stratos Wealth Partners
Ohio
$8.36M +$403K +3,493 +5%
KP
136
Keel Point
Alabama
$8.21M -$4M -34,658 -33%
EWM
137
Empirical Wealth Management
Washington
$7.87M +$5.78M +50,102 +277%
CI
138
CX Institutional
Indiana
$7.77M +$2.88M +24,980 +59%
KCM
139
Kathmere Capital Management
Pennsylvania
$7.67M +$3.05M +26,457 +66%
EIG
140
Ellenbecker Investment Group
Wisconsin
$7.62M +$181K +1,564 +2%
WCWM
141
Wooster Corthell Wealth Management
Connecticut
$7.56M +$2.51M +21,704 +50%
DY
142
Dowling & Yahnke
California
$7.56M +$4.5M +39,002 +147%
PWMAG
143
Pinnacle Wealth Management Advisory Group
New Jersey
$7.46M -$352K -3,052 -5%
JIC
144
Johnson Investment Counsel
Ohio
$7.45M +$3.25M +28,120 +77%
EI
145
Ellevest Inc
New York
$7.42M +$1.79M +15,523 +32%
BA
146
Bristlecone Advisors
Washington
$7.42M -$452K -3,916 -6%
SC
147
Sepio Capital
Utah
$7.42M +$549K +4,753 +8%
PPFA
148
Provida Pension Fund Administrator
Chile
$7.4M – – –
NAMP
149
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$7.01M -$157K -1,363 -2%
PW
150
Peninsula Wealth
California
$7.01M -$155K -1,346 -2%
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