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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 %
WA
551
WP Advisors
California
$4.44M +$521K +2,279 +13%
SGI
552
Summit Global Investments
Utah
$4.43M -$4.64M -20,288 -51%
TDWM
553
Topel & Distasi Wealth Management
California
$4.4M +$12.8K +56 +0.3%
PF
554
Prosperitas Financial
California
$4.33M +$156K +682 +4%
MMRF
555
Michelson Medical Research Foundation
California
$4.32M – – –
CB
556
Commerce Bank
Missouri
$4.32M +$60.6K +265 +1%
TT
557
TI-Trust
Illinois
$4.31M +$74.3K +325 +2%
SFG
558
Sage Financial Group
Pennsylvania
$4.31M -$350K -1,529 -8%
JJBC
559
James J. Burns & Company
New York
$4.29M -$1.49M -6,675 -26%
BSSFA
560
Baron Silver Stevens Financial Advisors
Florida
$4.28M +$158K +689 +4%
GG
561
Gleason Group
Kentucky
$4.26M -$17.6K -77 -0.4%
BFP
562
Beacon Financial Planning
Massachusetts
$4.25M +$374K +1,638 +10%
PFG
563
PAX Financial Group
Texas
$4.25M -$196K -859 -4%
SSB
564
Sandy Spring Bank
Maryland
$4.22M +$350K +1,532 +9%
BAG
565
Bridgewealth Advisory Group
California
$4.21M +$2.12M +9,283 +102%
CHA
566
Carmichael Hill & Associates
Maryland
$4.2M +$211K +922 +5%
RBC
567
Roble Belko & Company
Pennsylvania
$4.18M +$73.8K +323 +2%
LC
568
Lindbrook Capital
California
$4.16M -$731K -3,199 -15%
PCIA
569
Prime Capital Investment Advisors
Kansas
$4.16M +$45K +197 +1%
PWA
570
Peterson Wealth Advisors
Utah
$4.15M -$15.5K -68 -0.4%
MA
571
MONECO Advisors
Connecticut
$4.15M +$408K +1,784 +11%
NFG
572
Nadler Financial Group
Illinois
$4.15M +$14.9K +65 +0.4%
WTB
573
Washington Trust Bank
Washington
$4.13M +$41.8K +183 +1%
FMII
574
Farmers & Merchants Investments Inc
Nebraska
$4.12M – – –
SAM
575
S.A. Mason
Michigan
$4.11M +$60.8K +266 +2%
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