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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 %
KIA
1026
KCM Investment Advisors
California
$1.06M – – –
CWM
1027
Cherrydale Wealth Management
New Jersey
$1.06M -$113K -519 -10%
MC
1028
Moors & Cabot
Massachusetts
$1.05M -$28.8K -132 -3%
SG
1029
Somerset Group
Minnesota
$1.04M -$8.29K -38 -0.8%
VFP
1030
Verus Financial Partners
Virginia
$1.04M -$39.7K -182 -4%
GCA
1031
Greenwood Capital Associates
South Carolina
$1.04M -$24.2K -111 -2%
TFF
1032
The Family Firm
Maryland
$1.04M – – –
RPGK
1033
Retirement Planning Group (Kansas)
Kansas
$1.03M -$225K -1,031 -18%
CIA
1034
Capital Investment Advisors
Georgia
$1.03M +$263K +1,208 +35%
WC
1035
Waterloo Capital
Texas
$1.02M +$5.45K +25 +0.5%
AWA
1036
Adapt Wealth Advisors
Georgia
$1.02M -$87.4K -401 -8%
CWM
1037
Consultiva Wealth Management
Puerto Rico
$1.01M -$34.2K -157 -3%
OA
1038
Oxbow Advisors
Texas
$1.01M – – –
LWP
1039
Laurel Wealth Planning
Minnesota
$1.01M -$381K -1,746 -27%
JCM
1040
Jag Capital Management
Missouri
$1.01M -$215K -986 -18%
EFG
1041
Everhart Financial Group
Ohio
$988K -$2.62K -12 -0.3%
SNBOSD
1042
Security National Bank of So Dak
Iowa
$987K – – –
LA
1043
Legacy Advisors
Pennsylvania
$983K – – –
PFGIA
1044
Patriot Financial Group Insurance Agency
Massachusetts
$983K -$3.05K -14 -0.3%
AAMC
1045
Asset Allocation & Management Company
Illinois
$979K – – –
MPW
1046
MGO Private Wealth
California
$971K -$157K -722 -14%
S
1047
Sachetta
Massachusetts
$969K -$226K -974 -19%
FA
1048
Forefront Analytics
Pennsylvania
$964K – – –
E
1049
ETFidea
New York
$963K +$93.8K +430 +11%
RFS
1050
Richardson Financial Services
Massachusetts
$949K -$1.96K -9 -0.2%
40 41
42
43 44