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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,042 hedge funds and large institutions have $12.4B invested in Vanguard Small-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 432 increasing their positions, 382 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,042
Holders Change
-54
Holders Change %
-4.93%
% of All Funds
23.02%
Holding in Top 10
87
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.25%
% of All Funds
1.92%
New
101
Increased
432
Reduced
382
Closed
139
Calls
$4.22M
Puts
$2.26M
Net Calls
+$1.96M
Net Calls Change
-$3.95M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.46B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$1.66B
3
Morgan Stanley
Morgan Stanley
New York
$599M
4
CSIA
Charles Schwab Investment Advisory
California
$243M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$122M

Top Sellers

1
CM
Churchill Management
California
$0
2
JFA
Johanson Financial Advisors
California
$565K
3
MRC
Millburn Ridgefield Corp
New York
$81.6M
4
CCA
Catalyst Capital Advisors
New York
$81.6M
5
CIAS
CBIZ Investment Advisory Services
Ohio
$42.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFPG
201
Waller Financial Planning Group
Ohio
$4.6M +$1.66M +14,352 +56%
H
202
HoyleCohen
California
$4.56M -$560K -4,852 -11%
MGIA
203
Moneta Group Investment Advisors
Missouri
$4.55M +$1.02M +8,822 +29%
SW
204
SVB Wealth
Massachusetts
$4.51M +$974K +8,435 +28%
HHRDM
205
H&H Retirement Design & Management
Nevada
$4.5M +$4.5M +38,948 New
William Blair & Company
206
William Blair & Company
Illinois
$4.49M -$1.54M -13,367 -26%
BDF
207
Black Diamond Financial
Maryland
$4.46M +$1.79M +15,532 +67%
LPWM
208
Lake Point Wealth Management
Texas
$4.44M -$511K -4,430 -10%
PFA
209
Pure Financial Advisors
California
$4.41M +$2.52M +21,846 +133%
CB
210
Cadence Bank
Mississippi
$4.4M +$3.46K +30 +0.1%
BWM
211
Benchmark Wealth Management
Connecticut
$4.32M -$25.6K -222 -0.6%
G
212
GenTrust
Florida
$4.32M +$4.32M +37,382 New
FAAS
213
First Allied Advisory Services
California
$4.22M -$143K -1,238 -3%
MIS
214
Morningstar Investment Services
Illinois
$4.21M +$483K +4,136 +13%
WFM
215
Wolff Financial Management
Michigan
$4.15M +$157K +1,362 +4%
FFG
216
Frisch Financial Group
New York
$4.14M -$130K -1,123 -3%
AWA
217
Arete Wealth Advisors
Illinois
$4.12M +$2.02M +17,536 +96%
OFS
218
Oldfather Financial Services
Nebraska
$4.12M +$664K +5,107 +19%
NFG
219
NewFocus Financial Group
Washington
$4.06M +$3.35M +29,010 +471%
EWM
220
Evercore Wealth Management
New York
$4.05M -$255K -2,208 -6%
AF
221
Allworth Financial
California
$3.98M +$3.23K +28 +0.1%
MWC
222
MBM Wealth Consultants
Missouri
$3.96M +$453K +3,927 +13%
MCM
223
Manchester Capital Management
Vermont
$3.96M -$1.05M -9,086 -21%
NEPWA
224
New England Private Wealth Advisors
Massachusetts
$3.91M +$52.6K +456 +1%
JIC
225
Joel Isaacson & Co
New York
$3.9M +$331K +2,864 +9%
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