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Vanguard Small-Cap ETF
VB

Overview Fund Activity

368 hedge funds and large institutions have $3.6B invested in Vanguard Small-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 161 increasing their positions, 123 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
–
Holders Change %
0%
% of All Funds
10.64%
Holding in Top 10
34
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.24%
% of All Funds
0.98%
New
33
Increased
161
Reduced
123
Closed
29
Calls
$4.5M
Puts
$2.46M
Net Calls
+$2.03M
Net Calls Change
+$2.2M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$91.2M
2
U
UBS
Switzerland
$196M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$14.9M
4
Morgan Stanley
Morgan Stanley
New York
$280M
5
Creative Planning
Creative Planning
Kansas
$153M

Top Sellers

1
Nomura Asset Management
Nomura Asset Management
Japan
$3.59M
2
Wells Fargo
Wells Fargo
California
$285M
3
PP
Pension Partners
New York
$0
4
BTS
BB&T Securities
Virginia
$43.5M
5
BIT
BlackRock Institutional Trust
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCTIC
151
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$1.63M -$1.49M – –
DAS
152
Dynamic Advisor Solutions
Arizona
$1.63M +$252K +2,228 +18%
FAAS
153
First Allied Advisory Services
California
$1.61M +$12.2K +108 +0.8%
AT
154
Arden Trust
Delaware
$1.61M -$74.1K -656 -4%
FNFDCM
155
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.55M +$86.9K +770 +6%
WJA
156
Williams Jones & Associates
New York
$1.54M -$272K -2,407 -15%
EMA
157
Efficient Market Advisors
California
$1.54M -$84.7K -750 -5%
HI
158
Horizon Investments
North Carolina
$1.52M +$214K +1,894 +16%
EAM
159
Evanson Asset Management
California
$1.51M +$10.4K +92 +0.7%
BJL
160
Brighton Jones LLC
Washington
$1.5M +$113 +1 +0%
FA
161
FDx Advisors
Illinois
$1.48M +$740K +6,554 +100%
BFA
162
Bragg Financial Advisors
North Carolina
$1.47M -$5.08K -45 -0.3%
EHPM
163
Emery Howard Portfolio Management
California
$1.45M +$18.5K +164 +1%
CDIA
164
Capital Directions Investment Advisors
Georgia
$1.45M +$18.6K +165 +1%
WF
165
Welch & Forbes
Massachusetts
$1.43M -$11.3K -100 -0.8%
LWI
166
Long Wharf Investors
Massachusetts
$1.42M -$343K -3,040 -19%
MC
167
Miles Capital
Iowa
$1.41M -$849K -7,520 -38%
TBA
168
Train Babcock Advisors
New York
$1.41M -$102K -902 -7%
PCA
169
Peddock Capital Advisors
Massachusetts
$1.39M – – –
OC
170
Oppenheimer & Co
New York
$1.36M -$117K -1,033 -8%
RIA
171
Regal Investment Advisors
Michigan
$1.36M -$103K -908 -7%
SSWM
172
Sheets Smith Wealth Management
North Carolina
$1.35M -$14K -124 -1%
KFS
173
KMS Financial Services
Washington
$1.32M -$904 -8 -0.1%
MBT
174
Montecito Bank & Trust
California
$1.31M +$7.12K +63 +0.5%
WTB
175
Washington Trust Bank
Washington
$1.29M +$1.29M +11,434 New
5 6
7
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