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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 %
UWS
1001
Unique Wealth Strategies
Illinois
$1.2M -$4.07M -17,814 -77%
SWM
1002
Silverlake Wealth Management
Vermont
$1.2M -$3.66K -16 -0.3%
VA
1003
Vident Advisory
Georgia
$1.19M – – –
FFO
1004
Fortitude Family Office
Arizona
$1.19M -$1.14K -5 -0.1%
FI
1005
FIDELIS iM
Oregon
$1.19M – – –
MPW
1006
MGO Private Wealth
California
$1.18M +$32.2K +141 +3%
IBOK
1007
Independence Bank of Kentucky
Kentucky
$1.18M -$833K -3,643 -41%
FBFS
1008
First Business Financial Services
Wisconsin
$1.17M -$914 -4 -0.1%
WWM
1009
Western Wealth Management
Colorado
$1.17M +$914 +4 +0.1%
CAM
1010
CPA Asset Management
Florida
$1.16M – – –
SCA
1011
Stillwater Capital Advisors
Pennsylvania
$1.16M – – –
AWA
1012
Adapt Wealth Advisors
Georgia
$1.16M +$1.16M +5,081 New
ORC
1013
O'Rourke & Company
Massachusetts
$1.16M +$49.9K +218 +4%
ARC
1014
Advisor Resource Council
Texas
$1.16M -$8.97M -42,009 -89%
CAM
1015
Cidel Asset Management
Ontario, Canada
$1.15M – – –
PA
1016
Probity Advisors
Texas
$1.15M – – –
TP
1017
Tranquility Partners
Tennessee
$1.15M +$35.4K +155 +3%
AFG
1018
Allegheny Financial Group
Pennsylvania
$1.15M -$183K -799 -14%
MC
1019
Moors & Cabot
Massachusetts
$1.13M +$1.13M +4,958 New
VIM
1020
Vista Investment Management
Pennsylvania
$1.13M -$11.9K -52 -1%
VFP
1021
Verus Financial Partners
Virginia
$1.13M +$3.2K +14 +0.3%
CWMGP
1022
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.12M +$5.72K +25 +0.5%
DFA
1023
Delta Financial Advisors
Louisiana
$1.12M +$1.37K +6 +0.1%
PNC
1024
Park National Corp
Ohio
$1.12M -$4.57K -20 -0.4%
NJIM
1025
Nabity-Jensen Investment Management
Nebraska
$1.12M +$6.86K +30 +0.6%
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