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Vanguard Small-Cap ETF
VB

Overview Fund Activity

956 hedge funds and large institutions have $12.9B invested in Vanguard Small-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 361 increasing their positions, 360 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
956
Holders Change
+32
Holders Change %
+3.46%
% of All Funds
20.72%
Holding in Top 10
92
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.55%
% of All Funds
1.99%
New
98
Increased
361
Reduced
360
Closed
53
Calls
$10.9M
Puts
$3.23M
Net Calls
+$7.7M
Net Calls Change
+$5.87M

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$54.9M
2
CAW
2
Cornerstone Advisors (Washington)
Washington
$87.5M
3
Ameriprise
3
Ameriprise
Minnesota
$379M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$43.9M
5
AA
5
Acorns Advisers
California
$191M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$100M
2
Wells Fargo
2
Wells Fargo
California
$545M
3
UBS Group
3
UBS Group
Switzerland
$506M
4
Bank of America
4
Bank of America
North Carolina
$1.53B
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.77B
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
201
Merriman Wealth Management
Washington
$4.84M +$4.84M +31,693 New
MIAN
202
Mariner Independent Advisor Network
Kansas
$4.8M +$399K +2,589 +9%
RCM
203
Riverhead Capital Management
Delaware
$4.8M +$327K +2,140 +7%
CW
204
CreativeOne Wealth
Kansas
$4.75M +$457K +2,994 +11%
MNG
205
Manning & Napier Group
New York
$4.68M -$3.93M – –
CTA
206
Chesley Taft & Associates
Illinois
$4.63M +$19.1K +125 +0.4%
WFPG
207
Waller Financial Planning Group
Ohio
$4.62M -$312K -1,982 -6%
CA
208
Cambridge Advisors
Nebraska
$4.61M – – –
ECG
209
Edge Capital Group
Georgia
$4.6M -$340K -2,224 -7%
Nuveen Asset Management
210
Nuveen Asset Management
Illinois
$4.58M – – –
PWP
211
Principle Wealth Partners
Connecticut
$4.56M +$235K +1,535 +5%
FAIM
212
Financial Advocates Investment Management
Washington
$4.52M -$905K -5,922 -17%
LFA
213
Landmark Financial Advisors
Kentucky
$4.51M -$113K -741 -2%
OC
214
Oppenheimer & Co
New York
$4.5M +$1.22M +7,961 +37%
EI
215
Ellevest Inc
New York
$4.5M +$2.46M +27,300 +120%
SC
216
Schoolcraft Capital
Colorado
$4.45M +$4.45M +29,143 New
AGA
217
Arkos Global Advisors
Texas
$4.43M -$256K -1,669 -5%
DY
218
Dowling & Yahnke
California
$4.43M +$4.43M +28,960 New
NAS
219
Nicolet Advisory Services
Wisconsin
$4.4M +$4.4M +28,760 New
JIC
220
Joel Isaacson & Co
New York
$4.35M +$33.5K +219 +0.8%
NA
221
Neuburgh Advisers
California
$4.33M +$286K +1,872 +7%
CWM
222
Connecticut Wealth Management
Connecticut
$4.31M -$1.1M -7,220 -20%
AWM
223
Aries Wealth Management
Maine
$4.29M -$24.9K -163 -0.6%
VFA
224
Voya Financial Advisors
Connecticut
$4.26M -$419K -2,754 -9%
EWM
225
Endurance Wealth Management
Rhode Island
$4.24M – – –
7 8
9
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