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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 %
RC
601
Rareview Capital
Nevada
$3.71M -$1.61M -7,385 -30%
MWM
602
MY Wealth Management
Maryland
$3.69M +$90.5K +415 +3%
WA
603
Wealth Alliance
New York
$3.67M +$125K +573 +4%
KPWG
604
KFA Private Wealth Group
Virginia
$3.64M -$14.4K -66 -0.4%
MFIM
605
Mesirow Financial Investment Management
Illinois
$3.64M -$247K -1,132 -6%
WF
606
Warner Financial
Maryland
$3.63M +$360K +1,653 +11%
PIA
607
Pinion Investment Advisors
Kansas
$3.59M -$2.8M -12,838 -44%
SFPM
608
Sensible Financial Planning & Management
Massachusetts
$3.56M +$108K +497 +3%
LC
609
Lindbrook Capital
California
$3.51M -$462K -2,121 -12%
MSFS
610
Main Street Financial Solutions
Pennsylvania
$3.5M -$59.3K -272 -2%
MFG
611
Magnus Financial Group
New York
$3.5M -$3.93K -18 -0.1%
FFN
612
Focus Financial Network
Minnesota
$3.49M +$372K +1,608 +12%
WPW
613
Waldron Private Wealth
Pennsylvania
$3.46M – – –
FHA
614
First Horizon Advisors
Tennessee
$3.46M -$47.3K -217 -1%
SFA
615
Semmax Financial Advisors
North Carolina
$3.45M +$250K +1,127 +8%
RFA
616
RTD Financial Advisors
Pennsylvania
$3.4M -$11.3K -52 -0.3%
KeyBank National Association
617
KeyBank National Association
Ohio
$3.4M +$86.6K +397 +3%
CPRC
618
Consolidated Portfolio Review Corp
New York
$3.4M +$125K +573 +4%
HFS
619
HBC Financial Services
Washington
$3.39M -$16.9K -73 -0.5%
FAP
620
Financial Advisory Partners
Florida
$3.36M +$253K +1,162 +8%
IIC
621
Ironwood Investment Counsel
Arizona
$3.36M -$70.6K -324 -2%
AIM
622
Alhambra Investment Management
Florida
$3.34M +$1.19M +5,436 +55%
LAM
623
Lynch Asset Management
Pennsylvania
$3.27M – – –
SC
624
Stephens Consulting
Michigan
$3.27M -$118K -540 -3%
JCM
625
Jacobsen Capital Management
Utah
$3.26M +$208K +955 +7%
23 24
25
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