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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 %
DWM
951
Dogwood Wealth Management
Kansas
$1.36M -$2.97K -13 -0.2%
RWM
952
Ritholtz Wealth Management
New York
$1.35M -$181K -791 -12%
DFC
953
DBK Financial Counsel
Ohio
$1.35M -$64K -280 -5%
NRC
954
New Republic Capital
North Carolina
$1.34M – – –
CPP
955
Capasso Planning Partners
South Carolina
$1.33M +$22.4K +98 +2%
KFP
956
KMG Fiduciary Partners
Ohio
$1.33M -$15.1K -66 -1%
BMCM
957
Bryn Mawr Capital Management
Pennsylvania
$1.33M -$3.89K -17 -0.3%
LG
958
LAM Group
Oregon
$1.33M +$1.14K +5 +0.1%
HCC
959
Hirtle Callaghan & Co
Pennsylvania
$1.33M +$21.3K +93 +2%
MAS
960
Madden Advisory Services
Florida
$1.32M -$57.8K -253 -4%
GSC
961
Grey Street Capital
Illinois
$1.32M +$1.32M +5,786 New
GC
962
Gibson Capital
Pennsylvania
$1.32M – – –
IDA
963
Intelligence Driven Advisers
California
$1.32M -$126K -553 -9%
KP
964
Keel Point
Alabama
$1.32M -$19K -83 -1%
CSIC
965
Clifford Swan Investment Counsel
California
$1.32M +$76.1K +333 +6%
RPGK
966
Retirement Planning Group (Kansas)
Kansas
$1.31M +$867K +3,793 +194%
MI
967
Moneywise Inc
Virginia
$1.31M -$66.1K -289 -5%
AP
968
Adero Partners
California
$1.31M – – –
CJ
969
Caitlin John
Michigan
$1.31M -$494K -2,163 -27%
RA
970
RFG Advisory
Alabama
$1.3M -$1.27M -5,562 -49%
CPSC
971
Carl P. Sherr & Co
Massachusetts
$1.29M +$55.1K +241 +4%
SAW
972
Signal Advisors Wealth
Michigan
$1.29M +$377K +1,650 +41%
JCM
973
Jag Capital Management
Missouri
$1.28M +$136K +595 +12%
TFCP
974
Twin Focus Capital Partners
Massachusetts
$1.28M +$3.2K +14 +0.3%
CPA
975
Cardiff Park Advisors
California
$1.28M +$52.6K +230 +4%
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