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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 %
AF
251
Arrow Financial
New York
$12.8M -$2.26M -10,383 -15%
CST
252
Charles Schwab Trust
Nevada
$12.8M +$283K +1,299 +2%
AI
253
Atria Investments
North Carolina
$12.7M -$382K -1,750 -3%
MFA
254
McClarren Financial Advisors
Pennsylvania
$12.7M -$2.11M -8,438 -14%
SF
255
Summit Financial
New Jersey
$12.5M +$920K +4,205 +8%
CAI
256
Capital Advisors Inc
Oklahoma
$12.4M +$123K +563 +1%
KHC
257
Koesten Hirschmann & Crabtree
Kansas
$12.4M – – –
SWP
258
Stratos Wealth Partners
Ohio
$12.2M -$386K -1,769 -3%
CFS
259
CRA Financial Services
New Jersey
$12.2M +$293K +1,342 +2%
IHWM
260
Iron Horse Wealth Management
Iowa
$12.1M +$363K +1,666 +3%
SCA
261
STALEY CAPITAL ADVISERS
Pennsylvania
$12.1M -$45.8K -210 -0.4%
BSW
262
Buckingham Strategic Wealth
Missouri
$12M -$409K -1,876 -3%
BRWA
263
B. Riley Wealth Advisors
Florida
$12M -$4.77M -21,806 -28%
Lido Advisors
264
Lido Advisors
California
$12M +$176K +802 +1%
SW
265
Simplicity Wealth
New Jersey
$11.8M -$27.9K -128 -0.2%
EWM
266
Empirical Wealth Management
Washington
$11.8M -$152K -696 -1%
SPIA
267
Steward Partners Investment Advisory
New York
$11.8M +$832K +3,815 +8%
WPC
268
Wedmont Private Capital
Pennsylvania
$11.6M +$1.02M +4,515 +10%
BFG
269
Bleakley Financial Group
New Jersey
$11.6M -$28.1K -129 -0.2%
William Blair & Company
270
William Blair & Company
Illinois
$11.5M +$539K +2,472 +5%
USCWA
271
U.S. Capital Wealth Advisors
Texas
$11.5M -$2.05M -9,413 -15%
AMG
272
Asset Management Group
Connecticut
$11.3M +$96.6K +443 +0.9%
AA
273
Atmos Advisory
Pennsylvania
$11.1M +$313K +1,434 +3%
PSA
274
Plum Street Advisors
Louisiana
$11M -$445K -2,041 -4%
HF
275
Halpern Financial
Virginia
$11M +$1.77M +8,130 +19%
9 10
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