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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 %
CI
726
Cordant Inc
Oregon
$2.48M +$163K +749 +7%
DWT
727
Dorsey & Whitney Trust
South Dakota
$2.47M -$346K -1,587 -12%
SWM
728
SigFig Wealth Management
California
$2.47M -$313K -1,435 -11%
G
729
Gainplan
Michigan
$2.47M -$5.02K -23 -0.2%
PA
730
Procyon Advisors
Connecticut
$2.47M -$74.1K -340 -3%
WI
731
Wintrust Investments
Illinois
$2.47M +$7.63K +35 +0.3%
TFA
732
Trinity Financial Advisors
Ohio
$2.46M -$250K -1,144 -9%
FAIM
733
Financial Advocates Investment Management
Washington
$2.45M -$33.6K -154 -1%
HFAS
734
Hummer Financial Advisory Services
Illinois
$2.45M -$5.47K -25 -0.2%
SL
735
SFM LLC
New Hampshire
$2.42M +$101K +461 +4%
KA
736
Klingman & Associates
New York
$2.42M -$27.3K -125 -1%
MPW
737
MA Private Wealth
California
$2.42M -$230K -1,053 -9%
SB
738
Simmons Bank
Arkansas
$2.42M -$911K -4,177 -27%
EWM
739
Evermay Wealth Management
Virginia
$2.42M -$12.2K -56 -0.5%
TWM
740
Tanager Wealth Management
United Kingdom
$2.42M -$130K -594 -5%
SW
741
SkyOak Wealth
Michigan
$2.42M +$16.4K +75 +0.7%
LPP
742
Life Planning Partners
Florida
$2.41M +$272K +1,247 +13%
GLLW
743
Graves Light Lenhart Wealth
Virginia
$2.41M – – –
SYBT
744
Stock Yards Bank & Trust
Kentucky
$2.41M -$31.8K -146 -1%
MSS
745
Mitchell Sinkler & Starr
Pennsylvania
$2.39M +$169K +755 +8%
GIM
746
Goelzer Investment Management
Indiana
$2.39M -$623K -2,858 -21%
PIA
747
Perennial Investment Advisors
California
$2.38M +$1.56M +7,170 +191%
MPWT
748
MassMutual Private Wealth & Trust
Connecticut
$2.37M +$130K +595 +6%
AWM
749
Apollon Wealth Management
South Carolina
$2.36M +$62.4K +286 +3%
SOS
750
Silver Oak Securities
Tennessee
$2.35M +$68.2K +313 +3%
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