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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 %
RJA
201
Robshaw & Julian Associates
New York
$1.52M +$1.52M +13,670 New
HSA
202
HBK Sorce Advisory
Pennsylvania
$1.51M +$15.5K +139 +1%
FPIS
203
Financial Planning & Information Services
Wisconsin
$1.48M -$59.3K -532 -4%
EHPM
204
Emery Howard Portfolio Management
California
$1.47M +$4.01K +36 +0.3%
Brown Advisory
205
Brown Advisory
Maryland
$1.46M -$364K -3,266 -20%
HL
206
HeadInvest LLC
Maine
$1.45M -$14.5K -130 -1%
WA
207
Waverly Advisors
Alabama
$1.44M +$54.7K +491 +4%
OC
208
Oppenheimer & Co
New York
$1.43M -$754K -6,761 -34%
MCM
209
Manchester Capital Management
Vermont
$1.43M -$445K -3,994 -24%
SCA
210
Snowden Capital Advisors
New York
$1.42M +$1.42M +12,755 New
BRWA
211
B. Riley Wealth Advisors
Florida
$1.41M +$157K +1,413 +13%
CWM
212
Cranbrook Wealth Management
Michigan
$1.41M +$171K +1,538 +14%
RJT
213
Raymond James Trust
Florida
$1.39M +$255K +2,287 +22%
GLRA
214
Gerald L. Ray & Associates
Texas
$1.38M +$61.3K +550 +5%
PMG
215
ProVise Management Group
Florida
$1.37M +$123K +1,105 +10%
HCM
216
HM Capital Management
Missouri
$1.35M -$41.9K -375 -3%
WP
217
WealthSource Partners
California
$1.31M +$1.31M +11,775 New
WTB
218
Washington Trust Bank
Washington
$1.3M +$161K +1,447 +14%
SBL
219
Sargent Bickham Lagudis
Colorado
$1.29M +$1.29M +11,595 New
BFEC
220
Benjamin F. Edwards & Company
Missouri
$1.28M +$169K +1,519 +15%
IAA
221
Ironsides Asset Advisors
North Carolina
$1.28M +$97.6K +875 +8%
EFSCE
222
Enterprise Financial Services Corp (EFSC)
Missouri
$1.27M +$558K +5,005 +79%
FMWA
223
Forvis Mazars Wealth Advisors
Missouri
$1.24M -$33.2K -298 -3%
Nomura Asset Management
224
Nomura Asset Management
Japan
$1.24M -$180K -1,610 -13%
CP
225
Camelot Portfolios
Ohio
$1.22M +$48.1K +431 +4%
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