Vanguard Small-Cap ETF
1,915 hedge funds and large institutions have $31.6B invested in Vanguard Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 729 increasing their positions, 691 reducing their positions, and 92 closing their positions.
265% more call options, than puts
Call options by funds: $13.8M | Put options by funds: $3.77M
53% more first-time investments, than exits
New positions opened: 141 | Existing positions closed: 92
1% more funds holding
Funds holding: 1,892 → 1,915 (+23)
5% more repeat investments, than reductions
Existing positions increased: 729 | Existing positions reduced: 691
0.38% more ownership
Funds ownership: 58.51% → 58.88% (+0.38%)
4% less capital invested
Capital invested by funds: $33B → $31.6B (-$1.43B)
7% less funds holding in top 10
Funds holding in top 10: 203 → 189 (-14)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$399M |
| 2 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$355M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$68.8M |
| 4 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$68M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$53.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$139M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$92.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$83.4M |
| 4 |
WFM
Wolff Financial Management
Kalamazoo,
Michigan
|
-$24.9M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
-$24.5M |
VB Hedge Fund Activity: Q2 2024 in Review
1,915 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q2 2024, worth a combined $31.6B — down 4.3% from $33B a quarter earlier.
Buyers outnumbered sellers: 141 funds opened new VB positions and 92 closed out — a net gain of 49 holders — while 729 added to existing stakes and 691 trimmed.
The largest buyer was Charles Schwab, opening a new position worth an estimated $399M. The largest seller was Provida Pension Fund Administrator, cutting an estimated $139M.
- 1,915 institutional investors held Vanguard Small-Cap ETF (VB) as of Q2 2024, up from 1,892 in Q1 2024.
- Funds reported $31.6B of Vanguard Small-Cap ETF stock for Q2 2024, down 4.3% quarter-over-quarter.
- 141 funds opened new Vanguard Small-Cap ETF positions in Q2 2024 and 92 closed out, a net change of +49 holders.
- The largest Vanguard Small-Cap ETF buyer in Q2 2024 was Charles Schwab, an estimated $399M added.
- The largest Vanguard Small-Cap ETF seller in Q2 2024 was Provida Pension Fund Administrator, an estimated $139M sold.
Based on aggregated 13F filings for Q2 2024.