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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 %
RCM
751
Radnor Capital Management
Pennsylvania
$2.5M +$17.1K +75 +0.7%
SPIO
752
Seven Post Investment Office
California
$2.5M – – –
TIM
753
Tortoise Investment Management
New York
$2.49M +$3.2K +14 +0.1%
BRM
754
Boston Research & Management
Massachusetts
$2.49M -$12.1K -53 -0.5%
BWM
755
Boyd Wealth Management
California
$2.48M – – –
SF
756
SWP Financial
California
$2.46M +$72K +315 +3%
BWM
757
Brickley Wealth Management
California
$2.46M -$52.3K -229 -2%
MFT
758
Moisand Fitzgerald Tamayo
Florida
$2.46M -$88.9K -389 -3%
SL
759
SFM LLC
New Hampshire
$2.43M -$30.9K -135 -1%
CI
760
Cordant Inc
Oregon
$2.43M -$210K -919 -8%
HWP
761
Highline Wealth Partners
California
$2.42M +$242K +1,059 +11%
AWM
762
Apollon Wealth Management
South Carolina
$2.41M -$60.8K -266 -2%
SWA
763
Strategies Wealth Advisors
Michigan
$2.41M -$4.12K -18 -0.2%
EFG
764
Embree Financial Group
Illinois
$2.4M -$310K -1,358 -11%
BCM
765
BTC Capital Management
Iowa
$2.4M +$2.4M +10,491 New
SOS
766
Silver Oak Securities
Tennessee
$2.4M +$158K +690 +7%
RI
767
Ridgewood Investments
New Jersey
$2.39M +$128K +559 +6%
AF
768
Advisornet Financial
Minnesota
$2.38M -$3.85M -16,827 -62%
JPLA
769
Joseph P. Lucia & Associates
New York
$2.38M +$10.7K +47 +0.5%
EGWAG
770
Elwood & Goetz Wealth Advisory Group
Georgia
$2.38M -$23.5K -103 -1%
TW
771
Traveka Wealth
California
$2.37M – – –
Vontobel Holding
772
Vontobel Holding
Switzerland
$2.35M -$88K -385 -4%
MPWT
773
MassMutual Private Wealth & Trust
Connecticut
$2.35M -$49.1K -215 -2%
VCM
774
Viewpoint Capital Management
Washington
$2.35M – – –
FPCP
775
Fort Point Capital Partners
California
$2.33M -$59K -258 -2%
29 30
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