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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 %
PFP
626
Pinnacle Financial Partners
Tennessee
$3.45M +$2.21M +9,666 +178%
PWM
627
Paulson Wealth Management
Illinois
$3.44M -$270K -1,179 -7%
CPRC
628
Consolidated Portfolio Review Corp
New York
$3.43M -$143K -626 -4%
BBWP
629
Beacon Bridge Wealth Partners
Pennsylvania
$3.43M -$1.51M -6,605 -31%
LAM
630
Lynch Asset Management
Pennsylvania
$3.43M – – –
WF
631
Warner Financial
Maryland
$3.43M +$190K +832 +6%
CA
632
Claro Advisors
Massachusetts
$3.42M -$245K -1,070 -7%
IIA
633
Integral Investment Advisors
California
$3.41M +$3.41M +14,975 New
MA
634
MAS Advisors
Florida
$3.4M +$9.37K +41 +0.3%
FFO
635
Fiduciary Family Office
Florida
$3.4M +$1.16M +5,090 +52%
CC
636
Courier Capital
New York
$3.37M +$229 +1 +0%
GCA
637
Gradient Capital Advisors
California
$3.37M +$4.57K +20 +0.1%
PFG
638
Pinnacle Financial Group
Illinois
$3.36M +$119K +520 +4%
TMWM
639
Taylor & Morgan Wealth Management
Michigan
$3.35M – – –
ONSWM
640
Old North State Wealth Management
North Carolina
$3.33M -$84.2K -368 -2%
GJIA
641
Glass Jacobson Investment Advisors
Maryland
$3.33M +$104K +456 +3%
MG
642
Mather Group
Illinois
$3.33M -$266K -1,247 -7%
SC
643
Sepio Capital
Utah
$3.33M +$1.83K +8 +0.1%
DWM
644
Dakota Wealth Management
Florida
$3.33M +$135K +590 +4%
CA
645
CoreCap Advisors
Michigan
$3.32M +$111K +485 +3%
IC
646
IEQ Capital
California
$3.29M +$353K +1,546 +12%
AFP
647
Ausdal Financial Partners
Iowa
$3.27M +$106K +465 +3%
SB
648
Strategic Blueprint
Georgia
$3.26M -$258K -1,128 -7%
FAP
649
Financial Advisory Partners
Florida
$3.26M -$552K -2,413 -14%
WWC
650
Waypoint Wealth Counsel
Georgia
$3.25M -$18.3K -80 -0.6%
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