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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 %
SPIA
276
Steward Partners Investment Advisory
New York
$11.5M +$3.67M +16,037 +47%
OWM
277
Orgel Wealth Management
Wisconsin
$11.4M -$1.36M -5,933 -11%
AWA
278
Arkadios Wealth Advisors
Georgia
$11.4M -$403K -1,763 -3%
VBWMG
279
Von Berge Wealth Management Group
California
$11.3M +$1.72M +7,543 +18%
WWWM
280
White Wing Wealth Management
Texas
$11.3M -$70.3K -310 -0.6%
AA
281
Atmos Advisory
Pennsylvania
$11.3M -$430K -1,880 -4%
SLT
282
St Louis Trust
Missouri
$11.2M +$5.35M +23,499 +91%
PP
283
PDS Planning
Ohio
$11.2M -$155K -680 -1%
GC
284
Grimes & Company
Massachusetts
$11.2M +$11M +48,101 +4,791%
CAM
285
Cresset Asset Management
Illinois
$11.2M +$3.18M +13,930 +40%
2L
286
25 LLC
Missouri
$11.2M -$231K -1,011 -2%
DK
287
David Kennon
Florida
$11.2M -$856K -3,745 -7%
HNB
288
Huntington National Bank
Ohio
$11.1M -$10.5M – –
HWM
289
Horizons Wealth Management
North Carolina
$11.1M – – –
RWI
290
Red Wave Investments
Pennsylvania
$11.1M -$626K -2,738 -5%
AFG
291
Atomi Financial Group
New York
$11M -$381K -1,665 -3%
SMA
292
Sage Mountain Advisors
Georgia
$10.9M -$281K -1,228 -3%
APIM
293
Agate Pass Investment Management
Washington
$10.8M +$551K +2,409 +5%
GWM
294
GoalFusion Wealth Management
Texas
$10.8M +$124K +542 +1%
VVP
295
Venture Visionary Partners
Ohio
$10.7M -$1.1M -4,818 -9%
HIM
296
Hanlon Investment Management
New Jersey
$10.7M -$217K -948 -2%
Financial Engines Advisors
297
Financial Engines Advisors
California
$10.7M +$615K +2,692 +6%
CCM
298
Condor Capital Management
New Jersey
$10.6M +$466K +2,039 +5%
NFW
299
Noble Family Wealth
Florida
$10.6M +$2.35M +10,278 +29%
WPC
300
Wedmont Private Capital
Pennsylvania
$10.6M +$357K +1,583 +3%
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