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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 %
Fiera Capital (Canada)
726
Fiera Capital (Canada)
Quebec, Canada
$2.69M – – –
SEI Investments
727
SEI Investments
Pennsylvania
$2.66M +$145K +634 +6%
PA
728
Procyon Advisors
Connecticut
$2.66M +$67K +293 +3%
TWM
729
Tanager Wealth Management
United Kingdom
$2.66M +$201K +878 +8%
PWP
730
Principle Wealth Partners
Connecticut
$2.66M +$23.3K +102 +0.9%
FC
731
Forte Capital
New York
$2.66M -$542K -2,371 -17%
ASG
732
Ariston Services Group
California
$2.65M -$19K -83 -0.7%
CFS
733
Coordinated Financial Services
Colorado
$2.63M +$2.63M +11,519 New
CFA
734
CWS Financial Advisors
Michigan
$2.63M +$220K +961 +9%
TFM
735
TFC Financial Management
Massachusetts
$2.62M +$29.3K +128 +1%
NEWAS
736
N.E.W. Advisory Services
Wisconsin
$2.61M +$120K +524 +5%
FAIM
737
Financial Advocates Investment Management
Washington
$2.6M -$37K -162 -1%
FA
738
Flagstar Advisors
New York
$2.6M -$38.9K -170 -1%
G
739
Gainplan
Michigan
$2.6M +$199K +871 +8%
MBI
740
May Barnhard Investments
Maryland
$2.58M -$8.46K -37 -0.3%
WI
741
Wintrust Investments
Illinois
$2.58M +$1.6K +7 +0.1%
KA
742
Klingman & Associates
New York
$2.57M +$11K +48 +0.4%
HFAS
743
Hummer Financial Advisory Services
Illinois
$2.56M +$38.4K +168 +2%
SYBT
744
Stock Yards Bank & Trust
Kentucky
$2.56M +$158K +691 +7%
BJL
745
Brighton Jones LLC
Washington
$2.56M +$57.4K +251 +2%
GLLW
746
Graves Light Lenhart Wealth
Virginia
$2.55M -$23.1K -101 -0.9%
EWM
747
Evermay Wealth Management
Virginia
$2.54M -$41.8K -183 -2%
WJWM
748
Williams Jones Wealth Management
New York
$2.53M -$372K -1,626 -13%
SW
749
SkyOak Wealth
Michigan
$2.52M +$11.7K +51 +0.5%
BFG
750
Berger Financial Group
Minnesota
$2.51M -$486K -2,126 -16%
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