VB icon

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 %
WJWM
751
Williams Jones Wealth Management
New York
$2.35M -$60.6K -278 -3%
BRM
752
Boston Research & Management
Massachusetts
$2.32M -$50.6K -232 -2%
MFT
753
Moisand Fitzgerald Tamayo
Florida
$2.31M -$32.3K -148 -1%
PCM
754
Parsons Capital Management
Rhode Island
$2.31M +$151K +694 +7%
PA
755
PFG Advisors
Arizona
$2.31M -$1.44M -6,596 -38%
SF
756
SWP Financial
California
$2.29M -$58K -266 -2%
RI
757
Ridgewood Investments
New Jersey
$2.29M +$9.81K +45 +0.4%
BCM
758
BTC Capital Management
Iowa
$2.29M – – –
BWM
759
Boyd Wealth Management
California
$2.28M -$87.7K -402 -4%
NEWAS
760
N.E.W. Advisory Services
Wisconsin
$2.27M -$219K -1,003 -9%
SWA
761
Strategies Wealth Advisors
Michigan
$2.27M -$25.5K -117 -1%
OFG
762
Oxford Financial Group
Indiana
$2.25M +$811K +3,719 +56%
BWM
763
Brickley Wealth Management
California
$2.24M -$105K -483 -4%
VCM
764
Viewpoint Capital Management
Washington
$2.24M – – –
KFA
765
Kelleher Financial Advisors
New York
$2.23M +$50.1K +230 +2%
PFSC
766
Peoples Financial Services Corp
Pennsylvania
$2.23M +$186K +854 +9%
SFWC
767
Strategic Family Wealth Counselors
New Jersey
$2.23M +$25.9K +119 +1%
SC
768
SouthState Corp
Florida
$2.21M +$665K +3,050 +43%
BC
769
Barrett & Company
Rhode Island
$2.21M +$2.21M +10,126 New
EFG
770
Embree Financial Group
Illinois
$2.2M -$87.7K -402 -4%
BFG
771
Berger Financial Group
Minnesota
$2.2M -$194K -891 -8%
FCM
772
Family Capital Management
Michigan
$2.2M +$84.4K +387 +4%
DWM
773
Dechtman Wealth Management
Colorado
$2.2M +$2.2M +10,083 New
TW
774
Traveka Wealth
California
$2.2M -$65.4K -300 -3%
Vontobel Holding
775
Vontobel Holding
Switzerland
$2.18M -$60.2K -276 -3%
29 30
31
32 33