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Vanguard S&P Small-Cap 600 ETF
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Overview Fund Activity

113 hedge funds and large institutions have $298M invested in Vanguard S&P Small-Cap 600 ETF in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-1
Holders Change %
-0.88%
% of All Funds
2.52%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
19
Increased
38
Reduced
32
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCM
Hollencrest Capital Management
California
+$9.77M
2
Bank of America
Bank of America
North Carolina
+$5.66M
3
Morgan Stanley
Morgan Stanley
New York
+$3.8M
4
AC
Avestar Capital
New York
+$3.19M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.07M

Top Sellers

1
BS
Banco Santander
Spain
-$7.83M
2
GA
Gateway Advisory
New Jersey
-$6.7M
3
LPL Financial
LPL Financial
California
-$5.09M
4
JG
Jefferies Group
New York
-$3.99M
5
Stifel Financial
Stifel Financial
Missouri
-$2.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
26
Coastline Trust
Rhode Island
$2.31M +$311K +4,950 +16%
OWM
27
Orgel Wealth Management
Wisconsin
$2.25M +$1.06M +16,806 +88%
Citigroup
28
Citigroup
New York
$2.19M +$557K +8,860 +34%
GWM
29
Geneos Wealth Management
Colorado
$2.19M +$1.96M +31,316 +863%
Citadel Advisors
30
Citadel Advisors
Florida
$1.84M +$1.84M +29,310 New
SLF
31
Sun Life Financial
Ontario, Canada
$1.77M +$178K +2,824 +11%
HW
32
Hancock Whitney
Mississippi
$1.73M +$1.73M +27,572 New
FFA
33
First Foundation Advisors
California
$1.65M – – –
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$1.62M -$551K -8,728 -25%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.4M -$1.88M -29,822 -57%
AG
36
Advisor Group
Arizona
$1.4M -$1.04M -16,536 -43%
TSW
37
Thompson Siegel & Walmsley
Virginia
$1.34M – – –
CFS
38
CRA Financial Services
New Jersey
$1.27M +$1.27M +20,216 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.17M +$1.17M +18,650 New
UCFA
40
United Capital Financial Advisors
Texas
$1.13M -$148K -2,354 -12%
PWAC
41
Private Wealth Advisors (California)
California
$1.13M +$1.13M +17,892 New
Stifel Financial
42
Stifel Financial
Missouri
$1.03M -$2.99M -47,498 -74%
APSP
43
Asset Planning Services (Pennsylvania)
Pennsylvania
$977K +$9.69K +154 +1%
NFG
44
Next Financial Group
Texas
$865K +$865K +13,750 New
LFAS
45
Level Four Advisory Services
Texas
$853K -$25.8K -410 -3%
BC
46
Bartlett & Co
Ohio
$849K -$3.14K -50 -0.4%
BCWM
47
Bartlett & Co Wealth Management
Ohio
$849K -$3.14K -50 -0.4%
FAAS
48
First Allied Advisory Services
California
$843K -$684K -10,810 -45%
AWM
49
Alterna Wealth Management
Texas
$841K +$841K +13,160 New
PA
50
PFG Advisors
Arizona
$772K +$114K +1,596 +17%
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