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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,882 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, 818 increasing their positions, 664 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,882
Holders Change
+21
Holders Change %
+1.13%
% of All Funds
27.28%
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
818
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 %
ML
301
McAdam LLC
Pennsylvania
$10.6M +$558K +2,439 +6%
BCWM
302
Bartlett & Co Wealth Management
Ohio
$10.6M -$31.1K -136 -0.3%
AWM
303
Aries Wealth Management
Maine
$10.4M +$263K +1,152 +3%
RPC
304
Rossmore Private Capital
Connecticut
$10.4M +$48.9K +214 +0.5%
PIA
305
Petredis Investment Advisors
Pennsylvania
$10.4M +$146K +640 +1%
FPAS
306
Focus Partners Advisor Solutions
Missouri
$10.4M -$1.3M -5,668 -11%
HNW
307
High Note Wealth
Minnesota
$10.4M +$798K +3,491 +8%
JIC
308
Johnson Investment Counsel
Ohio
$10.4M +$24K +105 +0.2%
CCM
309
Chilton Capital Management
Texas
$10.3M +$1.65M +7,236 +19%
AWA
310
Arbor Wealth Advisors
Michigan
$10.3M +$32.9K +144 +0.3%
IFAM
311
Institutional & Family Asset Management
Colorado
$10.2M +$3.55M +15,539 +53%
RWA
312
Roberts Wealth Advisors
California
$10.2M +$466K +2,182 +5%
First Manhattan
313
First Manhattan
New York
$10.1M -$290K -1,270 -3%
FOFP
314
Fee-Only Financial Planning
South Carolina
$10.1M -$99K -433 -1%
SFA
315
Spectrum Financial Alliance
Kentucky
$10.1M +$37.7K +165 +0.4%
CFGS
316
Concourse Financial Group Securities
Alabama
$10.1M +$2.56M +11,178 +34%
MPW
317
Monterey Private Wealth
California
$10.1M +$770K +3,369 +8%
CP
318
Capital Planning
Washington
$10.1M +$751K +3,286 +8%
AAS
319
Ameritas Advisory Services
Nebraska
$10M +$4.58M +20,574 +84%
CIA
320
Compass Ion Advisors
Pennsylvania
$10M -$167K -730 -2%
SPP
321
Single Point Partners
Massachusetts
$9.97M -$248K -1,085 -2%
CWA
322
Clarity Wealth Advisors
California
$9.89M +$246K +1,074 +3%
SC
323
Steph & Co
Wisconsin
$9.86M +$228K +999 +2%
FNC
324
First National Corp
Massachusetts
$9.84M – – –
MNG
325
Manning & Napier Group
New York
$9.82M -$9.44M – –
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