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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 %
PFSC
801
Peoples Financial Services Corp
Pennsylvania
$2.15M -$81.8K -358 -4%
EWA
802
Encompass Wealth Advisors
Oregon
$2.15M +$23.5K +103 +1%
WP
803
Wealthspan Partners
Iowa
$2.14M +$143K +627 +7%
CA
804
CGN Advisors
Kansas
$2.11M +$76.4K +334 +4%
MSWMA
805
Market Street Wealth Management Advisors
Indiana
$2.11M -$107K -469 -5%
FA
806
FDx Advisors
Illinois
$2.11M -$182K -797 -8%
AFO
807
Arrowroot Family Office
California
$2.11M -$10.1K -44 -0.5%
CFA
808
Cahill Financial Advisors
Minnesota
$2.11M -$208K -911 -9%
SSW
809
Stone Summit Wealth
Florida
$2.1M +$179K +782 +9%
LWM
810
Liberty Wealth Management
California
$2.1M +$2M +8,719 +1,991%
CFG
811
Carr Financial Group
Massachusetts
$2.1M +$278K +1,218 +15%
CM
812
Columbus Macro
Pennsylvania
$2.1M -$617K -2,700 -23%
WTA
813
Washington Trust Advisors
Massachusetts
$2.09M -$210K -920 -9%
TFO
814
Tarbox Family Office
California
$2.09M -$64.5K -282 -3%
CI
815
Conning Inc
Connecticut
$2.08M -$1.04M -4,537 -33%
NEPWA
816
New England Private Wealth Advisors
Massachusetts
$2.07M +$5.22K +23 +0.3%
PVI
817
Pine Valley Investments
New Jersey
$2.07M +$11.2K +49 +0.5%
NRI
818
NFP Retirement Inc
California
$2.06M +$751K +3,286 +57%
HHWM
819
Hiley Hunt Wealth Management
Nebraska
$2.05M +$37K +162 +2%
JFA
820
JNBA Financial Advisors
Minnesota
$2.03M -$134K -585 -6%
NFG
821
Nations Financial Group
Iowa
$2.02M -$739K -3,233 -27%
PAM
822
Peak Asset Management
Colorado
$2.02M -$304K -1,328 -13%
SAF
823
Smith Anglin Financial
Texas
$2.01M -$5.94K -26 -0.3%
SAM
824
Secure Asset Management
Michigan
$2M +$109K +479 +6%
AWM
825
AE Wealth Management
Kansas
$2M -$12.4M -54,236 -86%
31 32
33
34 35