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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
1
Charles Schwab
California
$397M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.09B
3
CA
3
Clearstead Advisors
Ohio
$104M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.54B
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$375M

Top Sellers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$89.2M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
Bank of America
3
Bank of America
North Carolina
$5.17B
4
WFM
4
Wolff Financial Management
Michigan
$0
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
26
Glenmede Trust
Pennsylvania
$207M -$1.27M -5,835 -0.6%
TIAA Trust, National Association
27
TIAA Trust, National Association
North Carolina
$197M -$1.01M -4,630 -0.5%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$176M -$1.71M -7,851 -1%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$175M +$3M +13,744 +2%
RJA
30
Raymond James & Associates
Florida
$168M -$1.5M -6,879 -0.9%
HighTower Advisors
31
HighTower Advisors
Illinois
$163M -$7.07M -32,433 -4%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$160M -$2.71M -12,421 -2%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$153M – – –
Osaic Holdings
34
Osaic Holdings
Arizona
$153M -$14.8M -67,701 -9%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$137M +$2.52M +11,490 +2%
State Street
36
State Street
Massachusetts
$120M -$18.4M -83,913 -13%
BPWM
37
Badgley Phelps Wealth Managers
Washington
$115M +$896K +4,093 +0.8%
Natixis Advisors
38
Natixis Advisors
Massachusetts
$114M -$24.3M -111,481 -18%
Truist Financial
39
Truist Financial
North Carolina
$109M +$2.75M +12,593 +3%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$106M +$544K +2,497 +0.5%
Vanguard Group
41
Vanguard Group
Pennsylvania
$105M +$4.82M +22,108 +5%
MGIA
42
Moneta Group Investment Advisors
Missouri
$105M +$2.89M +13,276 +3%
CA
43
Clearstead Advisors
Ohio
$104M +$67.5M +309,802 +187%
1832 Asset Management
44
1832 Asset Management
Ontario, Canada
$101M +$25.4M +116,499 +34%
RMDI
45
R.M. Davis Inc
Maine
$101M +$4.63M +21,255 +5%
EA
46
Efficient Advisors
Ohio
$94M -$516K -2,368 -0.5%
PA
47
Pinnacle Associates
New York
$91.7M +$948K +4,346 +1%
NHC
48
Nicholas Hoffman & Company
Georgia
$90.2M +$6.45M +29,598 +8%
PPFA
49
Provida Pension Fund Administrator
Chile
$89.2M -$138M -631,075 -61%
Corient Private Wealth
50
Corient Private Wealth
Florida
$88.7M +$1.2M +5,498 +1%
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