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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 %
DC
351
Dorval Corp
Minnesota
$8.43M +$202K +908 +2%
WB
352
Webster Bank
Connecticut
$8.41M +$164K +754 +2%
SHWM
353
Smith & Howard Wealth Management
Georgia
$8.38M +$66.3K +304 +0.8%
JFG
354
JDM Financial Group
Texas
$8.36M +$583K +2,672 +7%
MAV
355
Mason & Associates (Virginia)
Virginia
$8.36M +$8.36M +38,323 New
CGPCS
356
Capital Group Private Client Services
California
$8.32M +$1.14M +5,240 +16%
CANC
357
Culbertson A N & Co
Virginia
$8.32M -$174K -800 -2%
ECM
358
Evergreen Capital Management
Washington
$8.31M +$500K +2,283 +6%
SCTC
359
Sanibel Captiva Trust Company
Florida
$8.22M -$163K -748 -2%
KPWS
360
Kestra Private Wealth Services
Texas
$8.22M +$177K +811 +2%
BP
361
Ballentine Partners
Massachusetts
$8.2M -$251K -1,150 -3%
TCOTS
362
Trust Company of the South
North Carolina
$8.19M – – –
EWA
363
Exencial Wealth Advisors
Oklahoma
$8.16M -$1.04M -4,764 -11%
GM
364
GeoWealth Management
Illinois
$8.13M +$365K +1,673 +5%
H
365
HoyleCohen
California
$8.09M -$149K -685 -2%
GHAM
366
Gilman Hill Asset Management
Connecticut
$8.07M +$616K +2,825 +8%
BDFN
367
Bond & Devick Financial Network
Minnesota
$8.02M +$209K +957 +3%
CFP
368
Curran Financial Partners
South Carolina
$7.96M +$380K +1,745 +5%
UFA
369
US Financial Advisors
Massachusetts
$7.95M -$5.13M -23,520 -39%
BKA
370
Brick & Kyle Associates
Pennsylvania
$7.95M +$630K +2,887 +9%
WA
371
Waverly Advisors
Alabama
$7.85M +$1.01M +4,630 +15%
Empower Advisory Group
372
Empower Advisory Group
Colorado
$7.83M -$511K -2,345 -6%
Lazard Asset Management
373
Lazard Asset Management
New York
$7.83M -$1.16M -5,300 -13%
BWM
374
Benchmark Wealth Management
Connecticut
$7.83M -$40.1K -184 -0.5%
FWM
375
Fonville Wealth Management
Virginia
$7.81M +$130K +593 +2%
13 14
15
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