VB icon

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 %
KA
351
Kearns & Associates
California
$9.01M +$755K +3,301 +9%
GWM
352
Gray Wealth Management
Maine
$9.01M +$115K +505 +1%
FAM
353
Frontier Asset Management
Wyoming
$8.98M -$211K -924 -2%
CANC
354
Culbertson A N & Co
Virginia
$8.91M +$78.9K +345 +0.9%
LIG
355
Lokken Investment Group
Delaware
$8.88M +$2.9M +12,669 +48%
BP
356
Ballentine Partners
Massachusetts
$8.86M +$417K +1,825 +5%
PS
357
Principal Securities
Iowa
$8.83M +$769K +3,362 +10%
SCTC
358
Sanibel Captiva Trust Company
Florida
$8.79M +$193K +845 +2%
PCA
359
Peddock Capital Advisors
Massachusetts
$8.77M +$1,000K +4,374 +13%
Empower Advisory Group
360
Empower Advisory Group
Colorado
$8.75M -$366K -1,601 -4%
SHWM
361
Smith & Howard Wealth Management
Georgia
$8.72M -$418K -1,830 -5%
OIA
362
OneDigital Investment Advisors
Kansas
$8.71M +$799K +3,494 +10%
WB
363
Webster Bank
Connecticut
$8.65M -$1.15M -5,036 -12%
H
364
HoyleCohen
California
$8.64M -$7.32K -32 -0.1%
AF
365
Allworth Financial
California
$8.61M -$105K -461 -1%
CG
366
Caprock Group
Idaho
$8.6M +$541K +2,365 +7%
TCOTS
367
Trust Company of the South
North Carolina
$8.59M +$2.4M +10,511 +39%
NAS
368
Nicolet Advisory Services
Wisconsin
$8.47M -$1.37M -6,077 -14%
KPWS
369
Kestra Private Wealth Services
Texas
$8.43M -$77.5K -339 -0.9%
EF
370
Empowered Funds
Pennsylvania
$8.41M -$23.1M -101,121 -73%
AL
371
Aspiriant LLC
California
$8.37M +$1.34M +5,883 +19%
SHGA
372
Sand Hill Global Advisors
California
$8.31M -$299K -1,306 -3%
BWM
373
Benchmark Wealth Management
Connecticut
$8.25M +$16K +70 +0.2%
BDFN
374
Bond & Devick Financial Network
Minnesota
$8.19M +$37.5K +164 +0.5%
FIC
375
Family Investment Center
Missouri
$8.18M -$1.15M -5,043 -12%
13 14
15
16 17