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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 %
MA
701
Mosaic Advisors
Texas
$2.87M +$8.46K +37 +0.3%
LFAS
702
Level Four Advisory Services
Texas
$2.87M – – –
CAMG
703
CWA Asset Management Group
Florida
$2.86M +$69.7K +305 +2%
EDRH
704
Edmond de Rothschild Holding
Switzerland
$2.86M – – –
CA
705
Capital Advantage
California
$2.86M +$2.86M +12,812 New
FUBT
706
First United Bank & Trust
Maryland
$2.84M +$139K +607 +5%
FFN
707
Focus Financial Network
Minnesota
$2.84M +$346K +1,643 +14%
AA
708
Alesco Advisors
New York
$2.84M -$35.4K -155 -1%
TFA
709
Trinity Financial Advisors
Ohio
$2.83M +$57.4K +251 +2%
RFG
710
REAP Financial Group
Texas
$2.83M -$138K -602 -5%
SMC
711
Smith, Moore & Co
Missouri
$2.82M -$67.2K -294 -2%
IA
712
IFP Advisors
Florida
$2.8M -$165K -724 -6%
R
713
Rebalance
California
$2.79M -$7.32K -32 -0.3%
MPW
714
MA Private Wealth
California
$2.78M -$491K -2,148 -15%
MPM
715
MBB Public Markets
Illinois
$2.77M +$30.2K +132 +1%
KSWA
716
Kathleen S. Wright Associates
Pennsylvania
$2.77M -$66.3K -290 -2%
CWM
717
Cranbrook Wealth Management
Michigan
$2.76M -$226K -990 -8%
WB
718
West Bancorporation
Iowa
$2.75M -$762K -3,334 -22%
MHIC
719
Marble Harbor Investment Counsel
Massachusetts
$2.75M +$46.4K +203 +2%
GWA
720
Gibson Wealth Advisors
Texas
$2.73M +$2.73M +11,963 New
TF
721
Tompkins Financial
New York
$2.73M +$201K +878 +8%
OGF
722
Orin Green Financial
California
$2.71M -$2.74M -12,842 Closed
MGWA
723
Monument Group Wealth Advisors
Massachusetts
$2.71M -$304K -1,332 -10%
OWA
724
Octavia Wealth Advisors
Ohio
$2.7M +$32.7K +143 +1%
DT
725
Diversified Trust
Tennessee
$2.69M +$550K +2,407 +26%
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