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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 %
TCM
326
TD Capital Management
Tennessee
$9.2M -$44.3K -203 -0.5%
AC
327
Apella Capital
Connecticut
$9.18M +$1.72M +7,974 +23%
OCFG
328
O'Connor Financial Group
Illinois
$9.17M +$208K +955 +2%
CTWM
329
Cherry Tree Wealth Management
Minnesota
$9.12M +$231K +1,059 +3%
PPWP
330
Proquility Private Wealth Partners
Nevada
$9.11M +$201K +920 +2%
SWM
331
Spire Wealth Management
Virginia
$9.11M -$238K -1,095 -3%
VF
332
Vawter Financial
Ohio
$9.1M +$142K +649 +2%
NAMP
333
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$9.02M +$8.72K +40 +0.1%
LIG
334
Lokken Investment Group
Delaware
$8.98M +$511K +2,342 +6%
NAS
335
Nicolet Advisory Services
Wisconsin
$8.92M +$723K +3,318 +9%
SHGA
336
Sand Hill Global Advisors
California
$8.88M +$954K +4,376 +12%
CWM
337
Circle Wealth Management
New Jersey
$8.87M – – –
HWM
338
Horizons Wealth Management
North Carolina
$8.8M -$3.05M -13,434 -26%
GWM
339
Gray Wealth Management
Maine
$8.78M +$190K +873 +2%
KCM
340
Kathmere Capital Management
Pennsylvania
$8.77M -$98.1K -450 -1%
RIM
341
Redwood Investment Management
Arizona
$8.74M -$592K -2,716 -6%
ATPW
342
Ashton Thomas Private Wealth
Arizona
$8.74M +$25.9K +119 +0.3%
PW
343
Peninsula Wealth
California
$8.73M -$5.4M -23,890 -38%
CFGF
344
Compass Financial Group (Florida)
Florida
$8.7M -$23.2K -107 -0.3%
FAM
345
Frontier Asset Management
Wyoming
$8.65M +$89.6K +411 +1%
BCA
346
Bray Capital Advisors
Florida
$8.62M -$242K -1,109 -3%
AF
347
Allworth Financial
California
$8.53M -$29.8K -131 -0.3%
KA
348
Kearns & Associates
California
$8.52M -$77.6K -356 -0.9%
PCA
349
Peddock Capital Advisors
Massachusetts
$8.51M +$144K +662 +2%
BWA
350
BlueSky Wealth Advisors
North Carolina
$8.47M +$8.47M +38,829 New
12 13
14
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