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Vanguard Small-Cap ETF
VB

1,916 hedge funds and large institutions have $31.6B invested in Vanguard Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 729 increasing their positions, 691 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more call options, than puts

Call options by funds: $13.8M | Put options by funds: $3.77M

53% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 92

1% more funds holding

Funds holding: 1,893 → 1,916 (+23)

5% more repeat investments, than reductions

Existing positions increased: 729 | Existing positions reduced: 691

0.38% more ownership

Funds ownership: 58.51% → 58.88% (+0.38%)

4% less capital invested

Capital invested by funds: $33B → $31.6B (-$1.43B)

7% less funds holding in top 10

Funds holding in top 10: 203 → 189 (-14)

Holders
1,916
Holders Change
+23
Holders Change %
+1.22%
% of All Funds
27.67%
Holding in Top 10
189
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-6.9%
% of All Funds
2.73%
New
141
Increased
729
Reduced
691
Closed
92
Calls
$13.8M
Puts
$3.77M
Net Calls
+$9.99M
Net Calls Change
-$9.26M

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$399M
2
SFC
Strategic Financial Concepts
Texas
+$355M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$68.8M
4
CA
Clearstead Advisors
Ohio
+$68M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$53.9M

Top Sellers

Rank Fund Capital Flow
1
PPFA
Provida Pension Fund Administrator
Chile
-$139M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$92.3M
3
Bank of America
Bank of America
North Carolina
-$83.4M
4
WFM
Wolff Financial Management
Michigan
-$24.9M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$24.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
676
IFP Advisors
Florida
$2.89M +$224K +1,022 +8%
VBFP
677
Valtinson Bruner Financial Planning
Minnesota
$2.88M +$58K +264 +2%
KWM
678
Kingsview Wealth Management
Oregon
$2.87M +$1.35M +6,147 +88%
ECA
679
Elevated Capital Advisors
Utah
$2.87M -$122K -557 -4%
AWA
680
Acorn Wealth Advisors
Michigan
$2.86M +$112K +509 +4%
IRAG
681
Investment Research & Advisory Group
Georgia
$2.86M -$5.05K -23 -0.2%
PIAS
682
PCA Investment Advisory Services
Ohio
$2.85M +$52.9K +241 +2%
TF
683
Tompkins Financial
New York
$2.85M +$250K +1,137 +10%
CFA
684
CWS Financial Advisors
Michigan
$2.84M +$330K +1,505 +13%
WFA
685
Wade Financial Advisory
California
$2.84M -$90.3K -411 -3%
BWA
686
Beam Wealth Advisors
Louisiana
$2.83M +$2.66M +12,106 +1,376%
LSAG
687
Lake Street Advisors Group
New Hampshire
$2.82M +$2.85K +13 +0.1%
SWA
688
SOA Wealth Advisors
New York
$2.82M -$128K -584 -4%
VP
689
Verum Partners
North Carolina
$2.81M -$29.2K -133 -1%
PFM
690
Phillips Financial Management
Indiana
$2.8M +$19.8K +90 +0.7%
MBI
691
May Barnhard Investments
Maryland
$2.79M +$327K +1,487 +13%
BAMG
692
Brand Asset Management Group
Missouri
$2.78M -$25.9K -118 -0.9%
FFC
693
First Financial Corp
Indiana
$2.77M -$67.4K -307 -2%
WF
694
Welch & Forbes
Massachusetts
$2.75M -$3.51K -16 -0.1%
MA
695
Mosaic Advisors
Texas
$2.74M – – –
EDRH
696
Edmond de Rothschild Holding
Switzerland
$2.73M – – –
KSWA
697
Kathleen S. Wright Associates
Pennsylvania
$2.71M +$71.8K +327 +3%
FUBT
698
First United Bank & Trust
Maryland
$2.71M +$1.54K +7 +0.1%
AA
699
Alesco Advisors
New York
$2.7M – – –
GPW
700
Gentry Private Wealth
Kansas
$2.68M +$2.7M +12,277 New
26 27
28
29 30

VB Hedge Fund Activity: Q2 2024 in Review

1,916 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q2 2024, worth a combined $31.6B — down 4.3% from $33B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new VB positions and 92 closed out — a net gain of 49 holders — while 729 added to existing stakes and 691 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $399M. The largest seller was Provida Pension Fund Administrator, cutting an estimated $139M.

  • 1,916 institutional investors held Vanguard Small-Cap ETF (VB) as of Q2 2024, up from 1,893 in Q1 2024.
  • Funds reported $31.6B of Vanguard Small-Cap ETF stock for Q2 2024, down 4.3% quarter-over-quarter.
  • 141 funds opened new Vanguard Small-Cap ETF positions in Q2 2024 and 92 closed out, a net change of +49 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q2 2024 was Charles Schwab, an estimated $399M added.
  • The largest Vanguard Small-Cap ETF seller in Q2 2024 was Provida Pension Fund Administrator, an estimated $139M sold.

Based on aggregated 13F filings for Q2 2024.