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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 %
TPCW
401
TD Private Client Wealth
New York
$7.04M +$295K +1,354 +4%
JBA
402
Johnson Bixby & Associates
Washington
$7.01M +$133K +608 +2%
CTA
403
Chesley Taft & Associates
Illinois
$6.98M +$31K +142 +0.4%
HWM
404
Howard Wealth Management
Connecticut
$6.97M +$44.5K +204 +0.6%
FTWA
405
Fifth Third Wealth Advisors
Ohio
$6.9M +$2.33M +10,693 +51%
AA
406
Ancora Advisors
Ohio
$6.9M -$130K -598 -2%
WCA
407
Waypoint Capital Advisors
Minnesota
$6.88M +$837K +3,837 +14%
HTC
408
Haverford Trust Company
Pennsylvania
$6.87M +$391K +1,794 +6%
OFS
409
Oldfather Financial Services
Nebraska
$6.85M -$6.76K -31 -0.1%
DWM
410
Diversify Wealth Management
Utah
$6.84M +$6.84M +31,860 New
LFP
411
Leeward Financial Partners
Washington
$6.84M +$281K +1,290 +4%
TWM
412
TriaGen Wealth Management
California
$6.8M +$246K +1,127 +4%
AFS
413
Annapolis Financial Services
Maryland
$6.74M -$293K -1,343 -4%
JJBC
414
James J. Burns & Company
New York
$6.74M +$2.55M +11,705 +61%
LI
415
Latigo Investments
Florida
$6.69M – – –
MCM
416
Manchester Capital Management
Vermont
$6.68M -$6.98K -32 -0.1%
GA
417
Greytown Advisors
Florida
$6.67M -$123K -561 -2%
FDP
418
Financiere des Professionnels
Quebec, Canada
$6.67M +$6.01M +27,700 +923%
RCAG
419
Rehmann Capital Advisory Group
Michigan
$6.56M +$389K +1,785 +6%
TC
420
TownSquare Capital
Utah
$6.51M +$2.01M +9,229 +45%
CMAI
421
Capital Management Associates Inc
Minnesota
$6.5M -$12K -55 -0.2%
CA
422
Cambridge Advisors
Nebraska
$6.49M -$45.8K -210 -0.7%
PCA
423
Prosperity Capital Advisors
Ohio
$6.48M +$17.2K +79 +0.3%
WA
424
Wambolt & Associates
Colorado
$6.44M +$1.32M +6,123 +26%
ECG
425
Edge Capital Group
Georgia
$6.43M -$157K -720 -2%
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17
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