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Vanguard Small-Cap ETF
VB

Overview Fund Activity

924 hedge funds and large institutions have $11B invested in Vanguard Small-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 357 increasing their positions, 273 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
924
Holders Change
+69
Holders Change %
+8.07%
% of All Funds
20.62%
Holding in Top 10
88
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.39%
% of All Funds
1.96%
New
159
Increased
357
Reduced
273
Closed
83
Calls
$1.84M
Puts
–
Net Calls
+$1.84M
Net Calls Change
+$576K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$130M
2
Bank of America
Bank of America
North Carolina
+$107M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$104M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$44.8M
5
CAW
Cornerstone Advisors (Washington)
Washington
+$40.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$295M
2
CWM
Cornerstone Wealth Management
Missouri
-$144M
3
CM
Churchill Management
California
-$73.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$65.5M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$55.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
176
Alexandria Capital
Virginia
$5.29M +$80.5K +610 +2%
WB
177
Webster Bank
Connecticut
$5.21M -$152K -1,149 -3%
CFGS
178
Concourse Financial Group Securities
Alabama
$5.09M +$3.56M +27,008 +234%
EWM
179
Evercore Wealth Management
New York
$4.96M +$315K +2,385 +7%
HR
180
Hardy Reed
Mississippi
$4.89M +$4.89M +37,007 New
BBA
181
BLB&B Advisors
Pennsylvania
$4.84M +$845K +6,400 +21%
GHCM
182
Glen Harbor Capital Management
California
$4.8M – – –
GT
183
Glenview Trust
Kentucky
$4.79M -$47.8K -362 -1%
FMC
184
First Merchants Corp
Indiana
$4.76M -$61K -462 -1%
NEPWA
185
New England Private Wealth Advisors
Massachusetts
$4.73M +$59.3K +449 +1%
HWMG
186
Hurlow Wealth Management Group
Indiana
$4.69M +$4.69M +32,323 New
FAIM
187
Financial Advocates Investment Management
Washington
$4.69M -$48.2K -365 -1%
CWM
188
Connecticut Wealth Management
Connecticut
$4.68M +$2.25M +17,018 +92%
Cetera Investment Advisers
189
Cetera Investment Advisers
Illinois
$4.64M +$176K +1,334 +4%
WT
190
Whittier Trust
California
$4.59M +$16.6K +126 +0.4%
FAAS
191
First Allied Advisory Services
California
$4.53M +$2.68M +20,341 +145%
LIC
192
Lodestar Investment Counsel
Illinois
$4.51M +$635K +4,809 +16%
AAS
193
Avantax Advisory Services
Texas
$4.46M +$4.46M +33,761 New
HCIA
194
Hochman Cole Investment Advisors
Illinois
$4.37M +$5.81K +44 +0.1%
JIC
195
Johnson Investment Counsel
Ohio
$4.28M -$12.4K -94 -0.3%
ECG
196
Edge Capital Group
Georgia
$4.27M +$4.27M +32,348 New
EPM
197
Elm Partners Management
Pennsylvania
$4.22M +$4.22M +32,238 New
LFAS
198
Level Four Advisory Services
Texas
$4.21M +$211K +1,599 +5%
CB
199
Cadence Bank
Mississippi
$4.13M -$284K -2,153 -6%
WFPG
200
Waller Financial Planning Group
Ohio
$4.13M +$4.13M +31,283 New
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