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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 %
HTC
426
Haverford Trust Company
Pennsylvania
$6.79M -$347K -1,519 -5%
PCA
427
Prosperity Capital Advisors
Ohio
$6.78M -$3.16M -13,806 -32%
WFA
428
Wells Financial Advisors
Massachusetts
$6.76M -$190K -832 -3%
NL
429
NWAM LLC
Washington
$6.74M -$1.4M -6,232 -17%
PIA
430
Pinion Investment Advisors
Kansas
$6.7M +$1.03M +4,493 +18%
CWMU
431
Caliber Wealth Management (Utah)
Utah
$6.68M +$211K +922 +3%
APG
432
Abacus Planning Group
South Carolina
$6.6M +$56.2K +246 +0.9%
NF
433
NavPoint Financial
Minnesota
$6.58M -$358K -1,565 -5%
RWP
434
RWA Wealth Partners
Massachusetts
$6.48M +$2.16M +9,446 +50%
RCAG
435
Rehmann Capital Advisory Group
Michigan
$6.46M -$33.6K -147 -0.5%
VWA
436
Visionary Wealth Advisors
Illinois
$6.36M -$838K -3,664 -12%
WCA
437
Waypoint Capital Advisors
Minnesota
$6.33M +$349K +1,526 +6%
EWM
438
Evercore Wealth Management
New York
$6.32M -$250K -1,093 -4%
PF
439
Penney Financial
Texas
$6.29M +$295K +1,291 +5%
FCI
440
Financial Counselors Inc
Kansas
$6.29M +$48.2K +211 +0.8%
RJT
441
Raymond James Trust
Florida
$6.27M +$386K +1,688 +7%
VA
442
Valmark Advisers
Ohio
$6.26M +$202K +883 +3%
EA
443
Evolution Advisers
Virginia
$6.18M +$53.7K +235 +0.9%
IAN
444
Integrated Advisors Network
Texas
$6.18M +$1.08M +4,713 +21%
BMD
445
Better Money Decisions
New Mexico
$6.11M -$1.66M -7,280 -21%
FNFDCM
446
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.11M -$118K -516 -2%
SAM
447
Sawgrass Asset Management
Florida
$6.1M +$594K +2,600 +11%
CAM
448
Cozad Asset Management
Illinois
$6.09M +$93.5K +409 +2%
PBF
449
Petix & Botte Financial
California
$6.08M +$2.74M +11,985 +82%
RA
450
Ruggaard & Associates
Ohio
$6.01M +$394K +1,722 +7%
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