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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 %
PRI
501
Prepared Retirement Institute
Pennsylvania
$5.06M -$654K -2,859 -11%
CFO
502
Colony Family Offices
North Carolina
$5.06M +$580K +2,538 +13%
PI
503
PFG Investments
New York
$5.04M +$3.67M +16,035 +267%
CW
504
Connectus Wealth
Ohio
$5.03M +$18.5K +81 +0.4%
EFS
505
Essex Financial Services
Connecticut
$5.01M +$44.1K +193 +0.9%
ACP
506
Aveo Capital Partners
Colorado
$5M +$629K +2,877 +14%
LWM
507
LongView Wealth Management
Georgia
$4.97M -$238K -1,043 -5%
BCM
508
BluePointe Capital Management
California
$4.97M +$764K +3,343 +18%
CA
509
Continuum Advisory
Idaho
$4.97M +$55.2K +247 +1%
IFA
510
Index Fund Advisors
California
$4.93M +$5.72K +25 +0.1%
SWM
511
Soundmark Wealth Management
Washington
$4.93M +$745K +3,257 +18%
OCM
512
One Capital Management
California
$4.93M +$67.7K +296 +1%
PFS
513
Prospera Financial Services
Texas
$4.89M -$23.8K -104 -0.5%
ASN
514
Advisory Services Network
Georgia
$4.89M +$75.7K +331 +2%
DI
515
DAGCO Inc
Ohio
$4.87M +$4.87M +21,317 New
FF
516
Financial Futures
New Jersey
$4.86M +$331K +1,448 +7%
QWM
517
Quaker Wealth Management
New Jersey
$4.85M +$4.85M +21,231 New
SHF
518
Stage Harbor Financial
Massachusetts
$4.84M -$56.2K -246 -1%
UBV
519
United Bank (Virginia)
Virginia
$4.8M +$57.4K +251 +1%
NOI
520
Newton One Investments
Delaware
$4.79M -$56.9K -249 -1%
FTWA
521
Fifth Third Wealth Advisors
Ohio
$4.79M +$4.03M +17,628 +529%
CW
522
Cabot-Wellington
Massachusetts
$4.77M – – –
WIM
523
Waycross Investment Management
Washington
$4.77M +$421K +1,842 +10%
WAP
524
Wealthcare Advisory Partners
Pennsylvania
$4.76M -$353K -1,543 -7%
MWA
525
Martel Wealth Advisors
Washington
$4.75M -$214K -935 -4%
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