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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 %
ZF
901
Zhang Financial
Michigan
$1.49M +$274K +1,255 +23%
CFO
902
Custos Family Office
Texas
$1.48M +$1.48M +6,804 New
CFGSD
903
Compass Financial Group (South Dakota)
South Dakota
$1.48M -$46.2K -212 -3%
IAA
904
Independent Advisor Alliance
North Carolina
$1.48M +$4.8K +22 +0.3%
MFWM
905
Motley Fool Wealth Management
Virginia
$1.48M +$157K +720 +12%
SIMC
906
Squire Investment Management Company
Utah
$1.48M +$71.3K +327 +5%
WCA
907
Westover Capital Advisors
Delaware
$1.46M +$1.46M +6,708 New
HP
908
Holistic Planning
Texas
$1.46M -$30.2K -132 -2%
WPC
909
Waters Parkerson & Co
Louisiana
$1.45M – – –
GIA
910
Gladstone Institutional Advisory
Florida
$1.44M +$13.7K +63 +1%
CAAM
911
Cornerstone Advisors Asset Management
Pennsylvania
$1.44M +$78.9K +362 +6%
IF
912
Ironwood Financial
Arizona
$1.44M +$20.5K +94 +1%
KP
913
Keel Point
Alabama
$1.43M +$151K +679 +12%
SPI
914
Santori & Peters Inc
Pennsylvania
$1.42M -$21.8K -100 -2%
RBC
915
Romano Brothers & Co
Illinois
$1.41M -$21.8K -100 -2%
CWA
916
Cascade Wealth Advisors
Washington
$1.4M -$357K -1,564 -20%
ASW
917
Astoria Strategic Wealth
Texas
$1.39M +$2.18K +10 +0.2%
RIM
918
Rockbridge Investment Management
New York
$1.38M +$11.8K +54 +0.9%
AWA
919
Aaron Wealth Advisors
Illinois
$1.38M +$363K +1,665 +36%
WFA
920
Wellspring Financial Advisors
Ohio
$1.38M – – –
CSWM
921
Cassady Schiller Wealth Management
Ohio
$1.37M +$60K +275 +5%
RA
922
RFG Advisory
Alabama
$1.37M +$129K +593 +10%
CWC
923
Carolinas Wealth Consulting
North Carolina
$1.37M +$876 +4 +0.1%
GSIS
924
Global Strategic Investment Solutions
Arizona
$1.36M -$207K -950 -13%
UWM
925
USAdvisors Wealth Management
Minnesota
$1.36M -$9.16K -42 -0.7%
35 36
37
38 39