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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 %
MFIMFI
776
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.18M – – –
WAG
777
Wiser Advisor Group
Arizona
$2.17M -$33.6K -154 -2%
MAM
778
Marquette Asset Management
Minnesota
$2.17M -$20.1K -92 -0.9%
VCM
779
Vivaldi Capital Management
Illinois
$2.16M -$1.96K -9 -0.1%
CIA
780
Choate Investment Advisors
Massachusetts
$2.15M – – –
SFS
781
Security Financial Services
Indiana
$2.15M -$38.4K -176 -2%
EGWAG
782
Elwood & Goetz Wealth Advisory Group
Georgia
$2.11M -$165K -755 -7%
AF
783
Advisornet Financial
Minnesota
$2.1M -$173K -793 -8%
PWP
784
Principle Wealth Partners
Connecticut
$2.1M -$438K -2,010 -17%
DWP
785
Destiny Wealth Partners
Florida
$2.1M -$12.6K -58 -0.6%
WIM
786
Westside Investment Management
California
$2.09M -$21.9K -100 -1%
RWP
787
Revolve Wealth Partners
New Jersey
$2.08M -$83.3K -382 -4%
JPLA
788
Joseph P. Lucia & Associates
New York
$2.07M -$200K -916 -9%
ACA
789
Affinity Capital Advisors
California
$2.07M -$3.27K -15 -0.2%
IWM
790
IHT Wealth Management
Illinois
$2.07M -$22.9K -105 -1%
WP
791
Wealthspan Partners
Iowa
$2.07M +$25.3K +116 +1%
CP
792
Camelot Portfolios
Ohio
$2.06M +$217K +994 +12%
AAM
793
Ameraudi Asset Management
New York
$2.05M -$130K -598 -6%
EWA
794
Encompass Wealth Advisors
Oregon
$2.05M +$436 +2 +0%
SSW
795
Stone Summit Wealth
Florida
$2.04M +$37.7K +173 +2%
LWM
796
Liberty Wealth Management
California
$2.04M +$44.9K +206 +2%
BC
797
Brio Consultants
California
$2.03M +$223K +1,022 +12%
FWS
798
FinDec Wealth Services
California
$2.03M -$970K -4,448 -32%
WTA
799
Washington Trust Advisors
Massachusetts
$2.02M +$28.6K +131 +1%
MSWMA
800
Market Street Wealth Management Advisors
Indiana
$2.01M -$4.58K -21 -0.2%
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