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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 %
RIM
326
Redwood Investment Management
Arizona
$9.79M +$2.52K +11 +0%
EWA
327
Evolution Wealth Advisors
Florida
$9.7M -$37.7K -165 -0.4%
TCM
328
TD Capital Management
Tennessee
$9.69M +$5.72K +25 +0.1%
PA
329
Parkside Advisors
California
$9.68M +$458K +2,003 +5%
EWA
330
Exencial Wealth Advisors
Oklahoma
$9.65M -$34.3K -150 -0.4%
CA
331
CSM Advisors
Pennsylvania
$9.52M +$1.66M +7,246 +21%
HF
332
Halpern Financial
Virginia
$9.48M +$274K +1,221 +3%
NAMP
333
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$9.44M +$185K +810 +2%
OSAM
334
O'Shaughnessy Asset Management
Connecticut
$9.44M +$146K +637 +2%
Lazard Asset Management
335
Lazard Asset Management
New York
$9.42M – – –
FWM
336
Focused Wealth Management
New York
$9.41M +$504K +2,206 +6%
VF
337
Vawter Financial
Ohio
$9.39M +$216K +944 +2%
OCFG
338
O'Connor Financial Group
Illinois
$9.39M -$1.78M -7,783 -16%
PPWP
339
Proquility Private Wealth Partners
Nevada
$9.34M +$1.22M +5,328 +15%
CTWM
340
Cherry Tree Wealth Management
Minnesota
$9.32M +$416K +1,821 +5%
KCM
341
Kathmere Capital Management
Pennsylvania
$9.3M +$533K +2,332 +6%
CWM
342
Circle Wealth Management
New Jersey
$9.3M -$4.17M -18,237 -31%
BCA
343
Bray Capital Advisors
Florida
$9.29M +$229 +1 +0%
ME
344
McIlrath & Eck
Washington
$9.29M +$6.1M +26,683 +191%
CFGF
345
Compass Financial Group (Florida)
Florida
$9.21M -$4.34K -19 -0%
OFS
346
OneAscent Financial Services
Alabama
$9.15M +$1.93M +8,442 +27%
JWCA
347
J.W. Cole Advisors
Florida
$9.14M +$2.95M +12,926 +48%
ATPW
348
Ashton Thomas Private Wealth
Arizona
$9.14M +$366K +1,602 +4%
SW
349
SVB Wealth
Massachusetts
$9.06M +$2.01M +8,803 +29%
BMC
350
Bear Mountain Capital
Washington
$9.02M -$512K -2,424 -5%
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