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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 %
SWA
676
SOA Wealth Advisors
New York
$3.09M +$26.5K +116 +0.9%
GPI
677
General Partner Inc
Pennsylvania
$3.09M – – –
AI
678
Accredited Investors
Minnesota
$3.08M +$15.3K +67 +0.5%
GLA
679
Great Lakes Advisors
Illinois
$3.07M +$43K +188 +1%
WFA
680
Wade Financial Advisory
California
$3.07M -$27.7K -121 -0.9%
MCWS
681
McKinley Carter Wealth Services
West Virginia
$3.03M -$539K -2,357 -15%
SFS
682
Sowell Financial Services
Arkansas
$3.02M -$959K -4,193 -24%
IRAG
683
Investment Research & Advisory Group
Georgia
$3.01M -$228K -998 -7%
PCMU
684
Paragon Capital Management (Utah)
Utah
$3M +$3M +13,112 New
FCP
685
Fidelis Capital Partners
Florida
$2.99M +$794K +3,474 +36%
VP
686
Verum Partners
North Carolina
$2.97M -$60.3K -264 -2%
FFC
687
First Financial Corp
Indiana
$2.97M +$106K +464 +4%
VBFP
688
Valtinson Bruner Financial Planning
Minnesota
$2.96M +$765K +3,345 +35%
WGC
689
Watts Gwilliam & Co
Arizona
$2.96M +$2.96M +13,146 New
DWT
690
Dorsey & Whitney Trust
South Dakota
$2.96M -$20.3K -89 -0.7%
LSAG
691
Lake Street Advisors Group
New Hampshire
$2.95M +$21.7K +95 +0.7%
BAMG
692
Brand Asset Management Group
Missouri
$2.94M +$5.49K +24 +0.2%
PIAS
693
PCA Investment Advisory Services
Ohio
$2.94M +$136K +596 +5%
WB
694
WesBanco Bank
West Virginia
$2.92M +$591K +2,586 +25%
SWM
695
SigFig Wealth Management
California
$2.92M -$413K -1,806 -12%
PFM
696
Phillips Financial Management
Indiana
$2.91M -$13.5K -59 -0.5%
WF
697
Welch & Forbes
Massachusetts
$2.89M -$51.4K -225 -2%
SFA
698
Sequoia Financial Advisors
Ohio
$2.89M +$107K +466 +4%
AWA
699
Acorn Wealth Advisors
Michigan
$2.88M +$178K +779 +7%
BIM
700
Bridges Investment Management
Nebraska
$2.87M – – –
26 27
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