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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 %
RIM
926
Rockbridge Investment Management
New York
$1.44M +$28.3K +124 +2%
UWM
927
USAdvisors Wealth Management
Minnesota
$1.43M -$25.1K -110 -2%
CWC
928
Carolinas Wealth Consulting
North Carolina
$1.43M -$4.57K -20 -0.3%
CAAM
929
Cornerstone Advisors Asset Management
Pennsylvania
$1.42M +$352K +1,541 +33%
BFIM
930
Beese Fulmer Investment Management
Ohio
$1.42M – – –
NS
931
NBC Securities
Alabama
$1.42M +$122K +534 +9%
MWP
932
Meridian Wealth Partners
Pennsylvania
$1.42M -$20.8K -91 -1%
CSPAM
933
Cary Street Partners Asset Management
Virginia
$1.42M +$129K +566 +10%
FPIS
934
Financial Planning & Information Services
Wisconsin
$1.41M -$109K -476 -7%
CIC
935
Carnegie Investment Counsel
Ohio
$1.41M -$23.5K -103 -2%
SC
936
Scotia Capital
Ontario, Canada
$1.4M -$824K -3,604 -37%
BIA
937
Bell Investment Advisors
California
$1.4M -$19.9K -87 -1%
RH
938
RFG Holdings
Texas
$1.4M +$1.05M +4,596 +300%
MWM
939
MorganRosel Wealth Management
Colorado
$1.4M +$525K +2,295 +60%
Principal Financial Group
940
Principal Financial Group
Iowa
$1.4M -$483K -1,355 -26%
GSWM
941
Greenup Street Wealth Management
Michigan
$1.4M -$184K -807 -12%
RWM
942
Refined Wealth Management
Utah
$1.39M +$25.4K +111 +2%
MFWM
943
Motley Fool Wealth Management
Virginia
$1.39M +$160K +699 +13%
GPW
944
Gray Private Wealth
Massachusetts
$1.38M +$1.38M +6,046 New
KCM
945
Kendall Capital Management
Maryland
$1.38M +$709K +3,100 +106%
CSWM
946
Cassady Schiller Wealth Management
Ohio
$1.38M +$157K +685 +13%
STB
947
S&T Bank
Pennsylvania
$1.37M – – –
SFC
948
Strategic Financial Concepts
Texas
$1.37M +$836K +3,658 +158%
BTI
949
Blue Trust Inc
Georgia
$1.36M -$98.8K -432 -7%
CFP
950
Cascade Financial Partners
California
$1.36M +$1.36M +6,267 New
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