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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
+$1.03B
2
PPFA
Provida Pension Fund Administrator
Chile
+$228M
3
S
SignatureFD
Georgia
+$148M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$79.2M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$73.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.57B
2
Cerity Partners
Cerity Partners
New York
-$1.24B
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$106M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$85.9M
5
ERSOT
Employees Retirement System of Texas
Texas
-$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
251
Stratos Wealth Partners
Ohio
$13.2M -$1.18M -5,180 -8%
CST
252
Charles Schwab Trust
Nevada
$13.1M -$255K -1,116 -2%
TA
253
Tectonic Advisors
Texas
$13.1M -$3.89K -17 -0%
BSW
254
Buckingham Strategic Wealth
Missouri
$13M -$74.5K -326 -0.6%
CAI
255
Capital Advisors Inc
Oklahoma
$12.9M -$1.06M -4,657 -8%
SCA
256
STALEY CAPITAL ADVISERS
Pennsylvania
$12.8M -$192K -838 -1%
OC
257
Oppenheimer & Co
New York
$12.7M +$1M +4,377 +9%
EWA
258
EverSource Wealth Advisors
Alabama
$12.5M +$2.46M +11,504 +24%
EWM
259
Empirical Wealth Management
Washington
$12.5M -$648K -2,836 -5%
PSA
260
Plum Street Advisors
Louisiana
$12.5M +$944K +3,980 +8%
LNC
261
Lincoln National Corp
Pennsylvania
$12.5M -$571K -2,497 -4%
CFS
262
CRA Financial Services
New Jersey
$12.5M +$477K +2,086 +4%
SW
263
Simplicity Wealth
New Jersey
$12.4M +$12.4M +54,184 New
KHC
264
Koesten Hirschmann & Crabtree
Kansas
$12.4M -$50.1K -219 -0.4%
DAS
265
Dynamic Advisor Solutions
Arizona
$12.4M +$141K +618 +1%
IHWM
266
Iron Horse Wealth Management
Iowa
$12.3M +$412K +1,801 +3%
CWP
267
Cyndeo Wealth Partners
Florida
$12.3M +$10.7M +46,833 +662%
Lido Advisors
268
Lido Advisors
California
$12.3M +$430K +1,880 +4%
BFG
269
Bleakley Financial Group
New Jersey
$12.2M +$52.6K +230 +0.4%
SF
270
Summit Financial
New Jersey
$12.1M +$276K +1,209 +2%
AMG
271
Asset Management Group
Connecticut
$11.8M +$20.3K +89 +0.2%
TA
272
TruWealth Advisors
Louisiana
$11.8M +$55.1K +241 +0.5%
AWM
273
Abound Wealth Management
Tennessee
$11.7M -$218K -952 -2%
BFEC
274
Benjamin F. Edwards & Company
Missouri
$11.6M +$819K +3,585 +8%
William Blair & Company
275
William Blair & Company
Illinois
$11.5M +$1.09M +4,785 +11%
9 10
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