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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 %
QIM
451
Quest Investment Management
Oregon
$5.99M -$498K -2,180 -8%
BF
452
BOK Financial
Oklahoma
$5.97M +$1M +4,423 +20%
FWP
453
Family Wealth Partners
North Carolina
$5.95M -$633K -2,771 -10%
QCM
454
QRG Capital Management
Illinois
$5.89M +$94.4K +413 +2%
LFG
455
Larson Financial Group
Missouri
$5.89M +$204K +892 +4%
GGS
456
Galvin Gaustad & Stein
Arizona
$5.86M -$130K -569 -2%
APC
457
Asset Planning Corporation
Tennessee
$5.85M -$5.51M -24,110 -48%
BWCS
458
Beirne Wealth Consulting Services
Connecticut
$5.85M +$5.02M +21,944 +605%
LNWTC
459
Laird Norton Wetherby Trust Company
Washington
$5.84M – – –
MFS
460
McNamara Financial Services
Massachusetts
$5.84M +$35.4K +155 +0.6%
PWP
461
Perfromance Wealth Partners
Illinois
$5.83M -$3.29M -14,396 -36%
DOA
462
D'Orazio & Associates
Virginia
$5.82M -$2.33M -10,199 -29%
SWA
463
Stratos Wealth Advisors
Ohio
$5.81M +$105K +459 +2%
PPP
464
Private Portfolio Partners
New Jersey
$5.77M +$32.5K +142 +0.6%
AIP
465
Ameritas Investment Partners
Nebraska
$5.76M +$382K +1,670 +7%
FMC
466
First Merchants Corp
Indiana
$5.72M -$91.9K -402 -2%
FPB
467
First PREMIER Bank
South Dakota
$5.71M -$396K -1,731 -6%
Nuveen Asset Management
468
Nuveen Asset Management
Illinois
$5.7M -$754K -3,300 -12%
BA
469
Brightwater Advisory
Florida
$5.69M +$106K +463 +2%
MA
470
Mutual Advisors
Nebraska
$5.59M -$1.29M -5,651 -19%
WCFA
471
Walkner Condon Financial Advisors
Wisconsin
$5.59M +$142K +622 +3%
RC
472
Rareview Capital
Nevada
$5.58M +$654K +2,859 +13%
SL
473
Salomon & Ludwin
Virginia
$5.58M +$520K +2,273 +10%
GBT
474
Grove Bank & Trust
Florida
$5.56M +$198K +864 +4%
FF
475
Farrell Financial
New York
$5.53M +$274K +1,197 +5%
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