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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 %
RWM
1001
Rockwood Wealth Management
Pennsylvania
$1.14M +$219K +1,006 +24%
VA
1002
Vident Advisory
Georgia
$1.14M – – –
FFO
1003
Fortitude Family Office
Arizona
$1.14M – – –
FI
1004
FIDELIS iM
Oregon
$1.13M – – –
GFP
1005
Gryphon Financial Partners
Ohio
$1.13M +$84.2K +386 +8%
Squarepoint
1006
Squarepoint
New York
$1.12M +$1.12M +5,132 New
TP
1007
Tranquility Partners
Tennessee
$1.12M +$23.8K +109 +2%
FBFS
1008
First Business Financial Services
Wisconsin
$1.12M – – –
NJIM
1009
Nabity-Jensen Investment Management
Nebraska
$1.12M +$49.3K +226 +5%
PWS
1010
Precision Wealth Strategies
Missouri
$1.11M +$1.11M +5,103 New
CAM
1011
CPA Asset Management
Florida
$1.11M – – –
Fisher Asset Management
1012
Fisher Asset Management
Washington
$1.11M +$51.9K +238 +5%
ORC
1013
O'Rourke & Company
Massachusetts
$1.11M – – –
CT
1014
Coastline Trust
Rhode Island
$1.1M +$98.1K +450 +10%
CAM
1015
Cidel Asset Management
Ontario, Canada
$1.1M – – –
PA
1016
Probity Advisors
Texas
$1.1M – – –
EFP
1017
Elser Financial Planning
Indiana
$1.09M +$1.09M +5,003 New
RCA
1018
Ranch Capital Advisors
Florida
$1.09M +$43.9K +201 +4%
AL
1019
ACAS LLC
California
$1.08M -$47.6K -204 -4%
MFWP
1020
Mosaic Family Wealth Partners
Missouri
$1.07M +$230K +1,055 +27%
VIM
1021
Vista Investment Management
Pennsylvania
$1.07M -$10.5K -48 -1%
CWMGP
1022
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.07M – – –
DFA
1023
Delta Financial Advisors
Louisiana
$1.07M – – –
SFP
1024
Strategic Financial Partners
Oregon
$1.07M +$16.4K +75 +2%
PNC
1025
Park National Corp
Ohio
$1.07M -$872 -4 -0.1%
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