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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 %
LCM
401
Logan Capital Management
Pennsylvania
$7.43M +$22.9K +100 +0.3%
AFS
402
Annapolis Financial Services
Maryland
$7.38M -$143K -626 -2%
AA
403
Ancora Advisors
Ohio
$7.37M +$902K +3,944 +14%
GRP
404
Global Retirement Partners
California
$7.31M +$25.6K +112 +0.4%
CTA
405
Chesley Taft & Associates
Illinois
$7.29M +$103K +450 +1%
HWM
406
Howard Wealth Management
Connecticut
$7.26M +$19.9K +87 +0.3%
BDF
407
Black Diamond Financial
Maryland
$7.25M – – –
BF
408
Brooklyn FI
New York
$7.24M +$489K +2,139 +7%
JBA
409
Johnson Bixby & Associates
Washington
$7.21M -$82.5K -361 -1%
OFS
410
Oldfather Financial Services
Nebraska
$7.19M +$4.8K +21 +0.1%
WA
411
Waverly Advisors
Alabama
$7.17M +$2.61M +11,417 +57%
FFA
412
Fi3 Financial Advisors
Indiana
$7.11M -$840K -3,841 -11%
GA
413
Greytown Advisors
Florida
$7.1M -$649K -2,837 -8%
TPCW
414
TD Private Client Wealth
New York
$7.07M +$1M +4,376 +16%
Focus Partners Wealth
415
Focus Partners Wealth
Massachusetts
$7.05M +$274K +1,198 +4%
LI
416
Latigo Investments
Florida
$7.01M +$21K +92 +0.3%
MCM
417
Manchester Capital Management
Vermont
$7.01M -$103K -449 -1%
DWM
418
Dynasty Wealth Management
Florida
$7M +$7M +30,610 New
ECG
419
Edge Capital Group
Georgia
$6.9M +$53.3K +233 +0.8%
JAFL
420
Jay A. Fishman Ltd
Michigan
$6.9M -$517K -2,263 -7%
Kovitz Investment Group Partners
421
Kovitz Investment Group Partners
Illinois
$6.89M +$680K +2,976 +11%
LFP
422
Leeward Financial Partners
Washington
$6.87M +$550K +2,405 +9%
TWM
423
TriaGen Wealth Management
California
$6.87M +$697K +3,050 +11%
CA
424
Cambridge Advisors
Nebraska
$6.85M – – –
CMAI
425
Capital Management Associates Inc
Minnesota
$6.83M +$86K +376 +1%
15 16
17
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