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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 %
ML
276
McAdam LLC
Pennsylvania
$11M +$882K +4,044 +9%
PP
277
PDS Planning
Ohio
$10.9M +$179K +819 +2%
HNB
278
Huntington National Bank
Ohio
$10.8M -$11.1M – –
AWM
279
Abound Wealth Management
Tennessee
$10.8M -$413K -1,896 -4%
SLT
280
St Louis Trust
Missouri
$10.8M +$436 +2 +0%
OIA
281
OneDigital Investment Advisors
Kansas
$10.7M +$2.43M +11,146 +29%
DK
282
David Kennon
Florida
$10.7M +$76.8K +352 +0.7%
2L
283
25 LLC
Missouri
$10.7M +$12.9K +59 +0.1%
RWA
284
Roberts Wealth Advisors
California
$10.7M +$372K +1,721 +4%
CNBT
285
Canandaigua National Bank & Trust
New York
$10.7M +$10.7M +48,924 New
WWWM
286
White Wing Wealth Management
Texas
$10.6M -$222K -1,016 -2%
RWI
287
Red Wave Investments
Pennsylvania
$10.6M -$23.1K -106 -0.2%
VBWMG
288
Von Berge Wealth Management Group
California
$10.6M -$137K -633 -1%
NFW
289
Noble Family Wealth
Florida
$10.6M +$463K +2,123 +5%
BFEC
290
Benjamin F. Edwards & Company
Missouri
$10.5M -$502K -2,304 -5%
GWM
291
GoalFusion Wealth Management
Texas
$10.5M +$248K +1,139 +2%
OWM
292
Orgel Wealth Management
Wisconsin
$10.5M -$396K -1,814 -4%
JWM
293
JFG Wealth Management
Colorado
$10.4M -$6.46M -29,615 -38%
VVP
294
Venture Visionary Partners
Ohio
$10.4M +$115K +528 +1%
FNC
295
First National Corp
Massachusetts
$10.4M +$297K +1,363 +3%
AWM
296
Aries Wealth Management
Maine
$10.3M +$373K +1,711 +4%
BCWM
297
Bartlett & Co Wealth Management
Ohio
$10.3M +$160K +731 +2%
SMA
298
Sage Mountain Advisors
Georgia
$10.2M -$209K -957 -2%
IFAM
299
Institutional & Family Asset Management
Colorado
$10.1M +$373K +1,711 +4%
HNW
300
High Note Wealth
Minnesota
$10.1M +$183K +838 +2%
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