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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 %
IRAG
676
Investment Research & Advisory Group
Georgia
$2.86M -$5.02K -23 -0.2%
PIAS
677
PCA Investment Advisory Services
Ohio
$2.85M +$52.5K +241 +2%
TF
678
Tompkins Financial
New York
$2.85M +$248K +1,137 +10%
CFA
679
CWS Financial Advisors
Michigan
$2.84M +$328K +1,505 +13%
WFA
680
Wade Financial Advisory
California
$2.84M -$89.6K -411 -3%
BWA
681
Beam Wealth Advisors
Louisiana
$2.83M +$2.64M +12,106 +1,376%
LSAG
682
Lake Street Advisors Group
New Hampshire
$2.82M +$2.85K +13 +0.1%
SWA
683
SOA Wealth Advisors
New York
$2.82M -$127K -584 -4%
VP
684
Verum Partners
North Carolina
$2.81M -$29K -133 -1%
PFM
685
Phillips Financial Management
Indiana
$2.8M +$19.6K +90 +0.7%
MBI
686
May Barnhard Investments
Maryland
$2.79M +$324K +1,487 +13%
BAMG
687
Brand Asset Management Group
Missouri
$2.78M -$25.7K -118 -0.9%
FFC
688
First Financial Corp
Indiana
$2.77M -$66.9K -307 -2%
WF
689
Welch & Forbes
Massachusetts
$2.75M -$3.48K -16 -0.1%
MA
690
Mosaic Advisors
Texas
$2.74M – – –
EDRH
691
Edmond de Rothschild Holding
Switzerland
$2.73M – – –
KSWA
692
Kathleen S. Wright Associates
Pennsylvania
$2.71M +$71.3K +327 +3%
FUBT
693
First United Bank & Trust
Maryland
$2.71M +$1.53K +7 +0.1%
AA
694
Alesco Advisors
New York
$2.7M – – –
GPW
695
Gentry Private Wealth
Kansas
$2.68M +$2.68M +12,277 New
RFG
696
REAP Financial Group
Texas
$2.67M -$22.7K -104 -0.8%
WB
697
WesBanco Bank
West Virginia
$2.67M -$116K -533 -4%
R
698
Rebalance
California
$2.66M -$3.27K -15 -0.1%
CAM
699
Columbia Asset Management
Michigan
$2.65M +$387K +1,777 +17%
MPM
700
MBB Public Markets
Illinois
$2.65M – – –
26 27
28
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