VB icon

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
$165M
2
Bank of America
Bank of America
North Carolina
$1.34B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$242M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$1.53B
5
CAW
Cornerstone Advisors (Washington)
Washington
$42.2M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$69.6M
2
CWM
Cornerstone Wealth Management
Missouri
$1.19M
3
CM
Churchill Management
California
$0
4
Wellington Management Group
Wellington Management Group
Massachusetts
$113M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BDF
201
Black Diamond Financial
Maryland
$4.11M +$4.11M +29,041 New
AGA
202
Arkos Global Advisors
Texas
$4.04M +$4.04M +30,595 New
VFA
203
Voya Financial Advisors
Connecticut
$4.02M -$245K -1,876 -6%
MIAN
204
Mariner Independent Advisor Network
Kansas
$4.02M +$4.02M +28,518 New
LFA
205
Landmark Financial Advisors
Kentucky
$3.99M -$202K -1,533 -5%
CTA
206
Chesley Taft & Associates
Illinois
$3.98M -$23.1K -175 -0.6%
JIC
207
Joel Isaacson & Co
New York
$3.98M -$235K -1,670 -6%
CA
208
Cambridge Advisors
Nebraska
$3.98M +$370K +2,800 +10%
Nuveen Asset Management
209
Nuveen Asset Management
Illinois
$3.96M +$3.17M +24,000 +400%
MNG
210
Manning & Napier Group
New York
$3.93M -$4.65M – –
PFA
211
Pathway Financial Advisors
Vermont
$3.89M +$22.7K +172 +0.6%
RCM
212
Riverhead Capital Management
Delaware
$3.86M – – –
HL
213
HeadInvest LLC
Maine
$3.86M +$1.92M +14,573 +100%
PCA
214
Peddock Capital Advisors
Massachusetts
$3.8M -$138K -1,048 -4%
CAM
215
Cresset Asset Management
Illinois
$3.77M +$3.77M +28,572 New
MAFM
216
Mid Atlantic Financial Management
Pennsylvania
$3.76M +$3.76M +28,519 New
PWP
217
Principle Wealth Partners
Connecticut
$3.74M +$3.74M +28,313 New
AWM
218
Aries Wealth Management
Maine
$3.73M +$153K +1,160 +4%
RFM
219
Royal Fund Management
Florida
$3.72M +$485K +3,671 +15%
CW
220
CreativeOne Wealth
Kansas
$3.71M +$206K +1,561 +6%
EWM
221
Endurance Wealth Management
Rhode Island
$3.67M -$436K -3,300 -11%
JFA
222
JNBA Financial Advisors
Minnesota
$3.59M +$3.51M +26,559 +4,024%
FNFDCM
223
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.59M +$93.8K +711 +3%
BF
224
BOK Financial
Oklahoma
$3.56M – – –
CM
225
Columbus Macro
Pennsylvania
$3.51M +$3.51M +26,609 New
7 8
9
10 11