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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 %
FT
701
Fiduciary Trust
Massachusetts
$2.63M +$447K +2,051 +21%
SMC
702
Smith, Moore & Co
Missouri
$2.61M -$78.1K -358 -3%
MHIC
703
Marble Harbor Investment Counsel
Massachusetts
$2.61M -$11.3K -52 -0.4%
OWA
704
Octavia Wealth Advisors
Ohio
$2.61M +$26K +119 +1%
DT
705
Diversified Trust
Tennessee
$2.61M +$38.2K +175 +1%
SFA
706
Sequoia Financial Advisors
Ohio
$2.61M -$151K -693 -5%
SCA
707
Stonebridge Capital Advisors
Minnesota
$2.61M +$1.83M +8,383 +235%
SFB
708
STAR Financial Bank
Indiana
$2.6M -$788K -3,613 -23%
MA
709
Modus Advisors
Minnesota
$2.58M -$459K -2,103 -15%
BJL
710
Brighton Jones LLC
Washington
$2.57M +$135K +620 +6%
MCWS
711
McKinley Carter Wealth Services
West Virginia
$2.57M -$315K -1,446 -11%
OGF
712
Orin Green Financial
California
$2.57M +$2.57M +11,789 New
SFS
713
Sowell Financial Services
Arkansas
$2.57M -$317K -1,450 -11%
GWA
714
Gibson Wealth Advisors
Texas
$2.57M -$40.1K -184 -2%
TIM
715
Tortoise Investment Management
New York
$2.57M +$187K +859 +8%
Fiera Capital (Canada)
716
Fiera Capital (Canada)
Quebec, Canada
$2.56M – – –
MGWA
717
Monument Group Wealth Advisors
Massachusetts
$2.56M -$22.2K -102 -0.9%
FA
718
Flagstar Advisors
New York
$2.56M +$67.4K +308 +3%
SEI Investments
719
SEI Investments
Pennsylvania
$2.56M +$14.6K +67 +0.6%
CFS
720
Coordinated Financial Services
Colorado
$2.54M +$27.3K +125 +1%
SAI
721
Savvy Advisors Inc
New York
$2.53M +$2.17M +9,951 +598%
CWM
722
Cranbrook Wealth Management
Michigan
$2.52M -$109K -501 -4%
ASG
723
Ariston Services Group
California
$2.52M -$8.5K -39 -0.3%
FCP
724
Fidelis Capital Partners
Florida
$2.5M -$321K -1,491 -11%
TFM
725
TFC Financial Management
Massachusetts
$2.48M -$19.8K -91 -0.8%
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