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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 %
CSPAM
951
Cary Street Partners Asset Management
Virginia
$1.28M -$65.2K -299 -5%
CIC
952
Carnegie Investment Counsel
Ohio
$1.28M -$59.3K -272 -4%
FFA
953
Farther Finance Advisors
California
$1.28M -$143K -662 -10%
MAS
954
Madden Advisory Services
Florida
$1.28M +$16.8K +77 +1%
GWANC
955
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.28M +$80K +367 +7%
MWP
956
Meridian Wealth Partners
Pennsylvania
$1.28M -$74.6K -342 -6%
DFC
957
DBK Financial Counsel
Ohio
$1.27M -$14.6K -67 -1%
KFP
958
KMG Fiduciary Partners
Ohio
$1.27M – – –
BMCM
959
Bryn Mawr Capital Management
Pennsylvania
$1.27M -$2.18K -10 -0.2%
CFP
960
Cascade Financial Partners
California
$1.26M -$106K -488 -8%
LG
961
LAM Group
Oregon
$1.26M -$9.81K -45 -0.8%
GC
962
Gibson Capital
Pennsylvania
$1.26M – – –
BFG
963
Baron Financial Group
New Jersey
$1.26M +$337K +1,545 +37%
CSIC
964
Clifford Swan Investment Counsel
California
$1.25M – – –
GFS
965
GYL Financial Synergies
Connecticut
$1.25M +$197K +905 +19%
IDA
966
Intelligence Driven Advisers
California
$1.25M -$4.8K -22 -0.4%
PO
967
Private Ocean
California
$1.25M +$229K +1,052 +22%
ULWM
968
Upper Left Wealth Management
Florida
$1.24M +$43.8K +201 +4%
CWA
969
Cornerstone Wealth Advisors
Minnesota
$1.24M +$28.6K +131 +2%
SWM
970
SeaCrest Wealth Management
New York
$1.24M +$87.9K +403 +8%
AP
971
Adero Partners
California
$1.23M -$14.6K -67 -1%
MWM
972
Maripau Wealth Management
Indiana
$1.23M +$394K +1,801 +47%
SWM
973
Silverlake Wealth Management
Vermont
$1.23M +$81.8K +375 +7%
MI
974
Moneywise Inc
Virginia
$1.22M -$24.2K -111 -2%
CPA
975
Cardiff Park Advisors
California
$1.22M +$3.27K +15 +0.3%
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