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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,881 hedge funds and large institutions have $33B invested in Vanguard Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 817 increasing their positions, 664 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,881
Holders Change
+21
Holders Change %
+1.13%
% of All Funds
27.27%
Holding in Top 10
200
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.5%
% of All Funds
2.9%
New
137
Increased
817
Reduced
664
Closed
85
Calls
$40M
Puts
$20.8M
Net Calls
+$19.2M
Net Calls Change
-$17.6M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$5.51B
2
PPFA
Provida Pension Fund Administrator
Chile
$238M
3
S
SignatureFD
Georgia
$327M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$110M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$372M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.64B
2
Cerity Partners
Cerity Partners
New York
$53.8M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$659M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$79.3M
5
ERSOT
Employees Retirement System of Texas
Texas
$72.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EPM
226
Elm Partners Management
Pennsylvania
$14.5M -$813K -3,556 -5%
BRWA
227
B. Riley Wealth Advisors
Florida
$14.5M +$3.68M +19,467 +34%
Koshinski Asset Management
228
Koshinski Asset Management
Illinois
$14.4M +$11.8M +51,764 +457%
PW
229
Peninsula Wealth
California
$14.3M -$4.77M -20,872 -25%
CA
230
Crane Advisory
California
$14.2M +$1.28M +5,756 +10%
WA
231
Wealth Architects
California
$14.2M -$216K -946 -1%
USCWA
232
U.S. Capital Wealth Advisors
Texas
$14.2M -$126K -553 -0.9%
A
233
Allianz
Germany
$14.2M +$14.2M +62,054 New
SRC
234
Sage Rhino Capital
California
$14.1M +$26.3K +115 +0.2%
AIM
235
Acropolis Investment Management
Missouri
$14.1M -$387K -1,692 -3%
GRA
236
Golden Road Advisors
Florida
$14M +$903K +3,950 +7%
AFA
237
AA Financial Advisors
Ohio
$14M +$1.56M +6,814 +13%
PWM
238
Perigon Wealth Management
California
$13.8M +$190K +833 +1%
DWP
239
Daymark Wealth Partners
Ohio
$13.7M +$722K +3,159 +6%
UFA
240
US Financial Advisors
Massachusetts
$13.7M +$128K +558 +0.9%
FHA
241
Flagship Harbor Advisors
Massachusetts
$13.7M -$984K -4,306 -7%
AI
242
Atria Investments
North Carolina
$13.7M -$211K -922 -2%
WT
243
Whittier Trust
California
$13.7M -$530K -2,320 -4%
SIA
244
Strategic Investment Advisors
Michigan
$13.5M +$1.55M +6,795 +13%
MFA
245
McClarren Financial Advisors
Pennsylvania
$13.5M +$77.9K +341 +0.6%
BTWM
246
Brass Tax Wealth Management
Ohio
$13.5M +$13.5M +58,989 New
CW
247
CIC Wealth
Maryland
$13.5M -$1.86M -8,129 -12%
CAM
248
Clark Asset Management
New Hampshire
$13.4M +$1.31M +5,728 +11%
ABC
249
Associated Banc-Corp
Wisconsin
$13.3M +$1.7M +7,420 +15%
GA
250
GoalVest Advisory
New York
$13.3M +$1.15M +5,039 +9%
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