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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,901 hedge funds and large institutions have $31.5B invested in Vanguard Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 722 increasing their positions, 687 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,901
Holders Change
+20
Holders Change %
+1.06%
% of All Funds
27.65%
Holding in Top 10
186
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-7%
% of All Funds
2.71%
New
140
Increased
722
Reduced
687
Closed
92
Calls
$13.8M
Puts
$3.77M
Net Calls
+$9.99M
Net Calls Change
-$9.26M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$397M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.09B
3
CA
Clearstead Advisors
Ohio
$104M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$1.54B
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$375M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
$89.2M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
3
Bank of America
Bank of America
North Carolina
$5.17B
4
WFM
Wolff Financial Management
Michigan
$0
5
Natixis Advisors
Natixis Advisors
Massachusetts
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
226
Ameritas Advisory Services
Nebraska
$14.4M +$4.58M +20,989 +47%
Koshinski Asset Management
227
Koshinski Asset Management
Illinois
$14.4M +$734K +3,399 +5%
TCM
228
Twele Capital Management
Minnesota
$14.1M -$90.1K -413 -0.6%
GWM
229
GDS Wealth Management
Texas
$14M +$37.3K +171 +0.3%
DAS
230
Dynamic Advisor Solutions
Arizona
$13.9M +$2.14M +9,808 +18%
CAM
231
Clark Asset Management
New Hampshire
$13.9M +$1.13M +5,204 +9%
BA
232
Bristlecone Advisors
Washington
$13.9M -$23.5K -108 -0.2%
WTC
233
WhitTier Trust Company
Nevada
$13.8M -$167K -764 -1%
SRC
234
Sage Rhino Capital
California
$13.8M +$333K +1,527 +2%
OC
235
Oppenheimer & Co
New York
$13.7M +$1.62M +7,423 +13%
SIA
236
Strategic Investment Advisors
Michigan
$13.6M +$646K +2,962 +5%
A
237
Allianz
Germany
$13.5M – – –
CWP
238
Cyndeo Wealth Partners
Florida
$13.5M +$1.75M +8,046 +15%
PWM
239
Perigon Wealth Management
California
$13.5M +$330K +1,514 +3%
ABC
240
Associated Banc-Corp
Wisconsin
$13.5M +$771K +3,536 +6%
EPM
241
Elm Partners Management
Pennsylvania
$13.4M -$412K -1,888 -3%
WA
242
Wealth Architects
California
$13.4M -$195K -893 -1%
GRA
243
Golden Road Advisors
Florida
$13.3M +$102K +472 +0.8%
OHWA
244
Oak Hill Wealth Advisors
Virginia
$13.2M +$13.2M +60,748 New
AIM
245
Acropolis Investment Management
Missouri
$13.2M -$230K -1,053 -2%
AA
246
AJ Advisors
Tennessee
$13.1M -$1.4M -6,442 -10%
EWA
247
EverSource Wealth Advisors
Alabama
$13M -$640K -2,744 -5%
CW
248
CIC Wealth
Maryland
$13M +$159K +728 +1%
TA
249
Tectonic Advisors
Texas
$13M +$442K +2,029 +4%
WT
250
Whittier Trust
California
$12.9M -$109K -502 -0.8%
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