VB icon

Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,902 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, 723 increasing their positions, 687 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,902
Holders Change
+20
Holders Change %
+1.06%
% of All Funds
27.66%
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
723
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
+$68.3M
3
CA
Clearstead Advisors
Ohio
+$67.5M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$51.9M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$49.1M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$138M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$92.3M
3
Bank of America
Bank of America
North Carolina
-$82.8M
4
WFM
Wolff Financial Management
Michigan
-$24.9M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
526
Martel Wealth Advisors
Washington
$4.54M +$11.3K +52 +0.3%
CIA
527
Concurrent Investment Advisors
Florida
$4.53M +$276K +1,267 +6%
MAS
528
Meeder Advisory Services
Ohio
$4.51M +$1.16M +5,306 +34%
CA
529
Capital Advantage
California
$4.47M +$1.69M +7,793 +61%
LWM
530
LongView Wealth Management
Georgia
$4.47M -$269K -1,236 -6%
SSB
531
Sandy Spring Bank
Maryland
$4.47M +$444K +2,035 +11%
PFA
532
Pathway Financial Advisors
Vermont
$4.47M -$48K -220 -1%
DOA
533
D'Orazio & Associates
Virginia
$4.45M -$1.1M -5,032 -20%
AQR Capital Management
534
AQR Capital Management
Connecticut
$4.45M +$147K +674 +3%
RC
535
Roundview Capital
New Jersey
$4.45M +$114K +522 +3%
BWG
536
Balanced Wealth Group
Ohio
$4.41M -$82.8K -383 -2%
ASN
537
Advisory Services Network
Georgia
$4.39M -$271K -1,242 -6%
TWM
538
Thrive Wealth Management
Pennsylvania
$4.37M +$87.2K +400 +2%
CSPIA
539
Cary Street Partners Investment Advisory
Virginia
$4.36M -$126K -577 -3%
WA
540
WP Advisors
California
$4.34M +$109K +499 +3%
JE
541
JMAC Enterprises
Pennsylvania
$4.32M +$46.9K +215 +1%
ADL
542
Asset Dedication LLC
California
$4.3M +$1.31K +6 +0%
D.E. Shaw & Co
543
D.E. Shaw & Co
New York
$4.3M +$4.3M +19,726 New
BFP
544
Beacon Financial Planning
Massachusetts
$4.3M +$244K +1,119 +6%
Mackenzie Financial
545
Mackenzie Financial
Ontario, Canada
$4.27M +$1.09K +5 +0%
OCM
546
One Capital Management
California
$4.26M -$434K -1,991 -9%
WBCM
547
Wilson & Boucher Capital Management
California
$4.26M -$5.45K -25 -0.1%
JFG
548
JMG Financial Group
Illinois
$4.26M -$14K -64 -0.3%
IA
549
IFG Advisors
Missouri
$4.23M – – –
FCH
550
Freestone Capital Holdings
Washington
$4.21M -$153K -702 -4%
20 21
22
23 24