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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 %
FB
901
Fulton Bank
Pennsylvania
$1.54M -$22.9K -100 -1%
SFG
902
Sunburst Financial Group
Alabama
$1.54M -$2.04K -9 -0.1%
SIAS
903
Summit Investment Advisory Services
Minnesota
$1.53M -$3.66K -16 -0.2%
WPC
904
Waters Parkerson & Co
Louisiana
$1.52M +$38.4K +168 +3%
GWMR
905
GC Wealth Management RIA
Massachusetts
$1.52M +$1.52M +6,648 New
SPI
906
Santori & Peters Inc
Pennsylvania
$1.51M -$22.9K -100 -1%
WP
907
WMS Partners
Maryland
$1.51M – – –
OFG
908
Oxford Financial Group
Indiana
$1.51M -$364K -1,593 -19%
RBC
909
Romano Brothers & Co
Illinois
$1.5M +$59.7K +261 +4%
FFA
910
Farther Finance Advisors
California
$1.49M +$447K +1,971 +43%
GAM
911
Grandview Asset Management
Pennsylvania
$1.49M – – –
GIA
912
Gladstone Institutional Advisory
Florida
$1.49M -$149K -652 -9%
PNAA
913
Pictet North America Advisors
Switzerland
$1.49M +$1.1M +4,809 +280%
HP
914
Holistic Planning
Texas
$1.49M -$156K -682 -9%
IF
915
Ironwood Financial
Arizona
$1.48M +$34.5K +151 +2%
HAIM
916
Hunter Associates Investment Management
Pennsylvania
$1.48M +$443K +1,925 +43%
SIMC
917
Squire Investment Management Company
Utah
$1.47M +$31.1K +136 +2%
LWP
918
Laurel Wealth Planning
Minnesota
$1.46M -$43.4K -190 -3%
FCBT
919
First Citizens Bank & Trust
North Carolina
$1.45M -$5.03M -22,017 -78%
ASW
920
Astoria Strategic Wealth
Texas
$1.45M +$9.83K +43 +0.7%
VC
921
Vicus Capital
Pennsylvania
$1.45M -$42.7K -187 -3%
GWMIA
922
Global Wealth Management Investment Advisory
Florida
$1.45M -$191K -836 -12%
SSWG
923
Seven Springs Wealth Group
Tennessee
$1.45M – – –
WFA
924
Wellspring Financial Advisors
Ohio
$1.45M -$22.2K -97 -2%
SWA
925
Sightline Wealth Advisors
Connecticut
$1.44M +$232K +1,014 +19%
35 36
37
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