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 %
WMG
376
WESCAP Management Group
California
$8.17M -$120K -524 -1%
ECM
377
Evergreen Capital Management
Washington
$8.16M +$1.01M +4,428 +14%
JFG
378
JDM Financial Group
Texas
$8.15M +$729K +3,188 +10%
GM
379
GeoWealth Management
Illinois
$8.15M +$8.08M +35,365 +13,050%
DC
380
Dorval Corp
Minnesota
$8.13M +$51.6K +235 +0.6%
B
381
Bailard
California
$8.09M – – –
WFPG
382
Waller Financial Planning Group
Ohio
$8.05M -$325K -1,422 -4%
FWM
383
Fonville Wealth Management
Virginia
$8.04M +$591K +2,587 +8%
CFP
384
Curran Financial Partners
South Carolina
$7.94M +$410K +1,793 +5%
WIM
385
Warwick Investment Management
Texas
$7.94M -$3.48M -15,203 -30%
PWM
386
Praetorian Wealth Management
California
$7.94M -$96.2K -421 -1%
HAC
387
Harbor Advisory Corp
New Hampshire
$7.92M +$65.1K +285 +0.8%
SAG
388
SageView Advisory Group
California
$7.87M -$1.6M -4,653 -17%
SCA
389
Sandy Cove Advisors
Massachusetts
$7.85M +$155K +679 +2%
GHAM
390
Gilman Hill Asset Management
Connecticut
$7.82M +$1.81M +7,915 +30%
AC
391
Apella Capital
Connecticut
$7.77M +$1.43M +6,353 +23%
HFS
392
Hoge Financial Services
Pennsylvania
$7.74M +$975K +4,266 +14%
RWG
393
Ratio Wealth Group
Colorado
$7.74M +$295K +1,289 +4%
AOI
394
Auto-Owners Insurance
Michigan
$7.68M – – –
FHC
395
First Heartland Consultants
Missouri
$7.66M +$351K +1,534 +5%
AGA
396
Arkos Global Advisors
Texas
$7.65M -$209K -916 -3%
AFS
397
Axiom Financial Strategies
Indiana
$7.6M -$72.5K -317 -0.9%
CGPCS
398
Capital Group Private Client Services
California
$7.53M +$4.83M +21,144 +179%
BKA
399
Brick & Kyle Associates
Pennsylvania
$7.53M +$4.19M +18,711 +126%
CAG
400
Crestwood Advisors Group
Massachusetts
$7.48M +$445K +1,947 +6%
14 15
16
17 18