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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 %
DC
651
Davenport & Co
Virginia
$3.24M -$158K -692 -5%
GPWA
652
Great Point Wealth Advisors
Massachusetts
$3.24M – – –
AG
653
Ascent Group
Virginia
$3.22M +$17.6K +77 +0.5%
SF
654
Synovus Financial
Georgia
$3.22M +$101K +443 +3%
SFA
655
Semmax Financial Advisors
North Carolina
$3.21M +$358K +1,605 +13%
MF
656
Meridian Financial
Massachusetts
$3.21M +$11.4K +50 +0.4%
CCM
657
Cambridge Capital Management
Illinois
$3.2M +$91.7K +401 +3%
JCM
658
Jacobsen Capital Management
Utah
$3.2M +$3.2M +14,001 New
MA
659
Modus Advisors
Minnesota
$3.19M -$746K -3,262 -19%
GWM
660
Greenwich Wealth Management
Connecticut
$3.19M +$82.1K +359 +3%
RFP
661
Roth Financial Partners
Texas
$3.17M +$110K +480 +4%
NFP
662
Narus Financial Partners
Utah
$3.17M +$156K +684 +5%
GIM
663
Goelzer Investment Management
Indiana
$3.16M -$268K -1,171 -8%
HFS
664
HBC Financial Services
Washington
$3.15M -$18.8K -88 -0.6%
FWS
665
FinDec Wealth Services
California
$3.15M -$19K -83 -0.6%
KCM
666
Kennicott Capital Management
California
$3.14M – – –
ECA
667
Elevated Capital Advisors
Utah
$3.14M +$59.2K +259 +2%
FRA
668
Frank Rimerman Advisors
California
$3.14M -$25.8K -113 -0.8%
HT
669
Heritage Trust
Oklahoma
$3.12M – – –
HCMT
670
Highland Capital Management (Tennessee)
Tennessee
$3.12M -$255K -1,115 -8%
BFA
671
Bragg Financial Advisors
North Carolina
$3.11M -$19.2K -84 -0.6%
MOS
672
MGO One Seven
Ohio
$3.11M +$182K +795 +6%
WFA
673
West Financial Advisors
Iowa
$3.11M -$152K -663 -5%
SCM
674
SOL Capital Management
Maryland
$3.1M -$59K -258 -2%
OCM
675
Objective Capital Management
Ohio
$3.09M -$21K -92 -0.7%
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