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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 %
CAM
451
Cozad Asset Management
Illinois
$5.84M +$31.8K +146 +0.5%
BF
452
BOK Financial
Oklahoma
$5.75M +$6.11K +28 +0.1%
AO
453
Advisor OS
Illinois
$5.75M +$860K +3,944 +18%
SWA
454
Stratos Wealth Advisors
Ohio
$5.74M +$195K +896 +4%
VWA
455
Visionary Wealth Advisors
Illinois
$5.64M -$424K -1,943 -7%
QIM
456
Quest Investment Management
Oregon
$5.62M -$87.7K -402 -2%
BWCS
457
Beirne Wealth Consulting Services
Connecticut
$5.6M – – –
WFA
458
Wells Financial Advisors
Massachusetts
$5.58M -$872K -3,998 -14%
BA
459
Brightwater Advisory
Florida
$5.49M +$64.1K +294 +1%
WLIM
460
White Lighthouse Investment Management
Massachusetts
$5.49M +$347K +1,592 +7%
FF
461
Farrell Financial
New York
$5.49M +$215K +985 +4%
WCFA
462
Walkner Condon Financial Advisors
Wisconsin
$5.48M +$147K +674 +3%
FPB
463
First PREMIER Bank
South Dakota
$5.46M +$17.4K +80 +0.3%
FMC
464
First Merchants Corp
Indiana
$5.38M -$70.9K -325 -1%
BF
465
Brooklyn FI
New York
$5.38M -$1.53M -7,006 -22%
BWP
466
Bernardo Wealth Planning
Pennsylvania
$5.38M +$164K +751 +3%
CFO
467
Colony Family Offices
North Carolina
$5.37M +$526K +2,404 +11%
GGS
468
Galvin Gaustad & Stein
Arizona
$5.33M -$261K -1,195 -5%
MMPW
469
Mitchell McLeod Pugh & Williams
Alabama
$5.32M +$401K +1,839 +8%
SFG
470
Sovereign Financial Group
Connecticut
$5.3M +$458K +2,099 +9%
MG
471
Mather Group
Illinois
$5.3M +$1.73M +7,556 +48%
RIM
472
RW Investment Management
Idaho
$5.28M +$1.04M +4,782 +25%
SEIA
473
Signature Estate & Investment Advisors
California
$5.22M +$5.22M +23,920 New
WT
474
Washington Trust
Rhode Island
$5.21M – – –
DW30
475
Drucker Wealth 3.0
New Jersey
$5.21M +$5.21M +23,872 New
17 18
19
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