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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 %
BFO
1051
Biltmore Family Office
North Carolina
$947K +$221K +1,009 +30%
NCTC
1052
New Covenant Trust Company
Indiana
$947K +$7.27K +32 +0.8%
NGA
1053
Naples Global Advisors
Florida
$940K +$8.76K +40 +0.9%
BOM
1054
Bank of Marin
California
$938K – – –
SAM
1055
SignalPoint Asset Management
Missouri
$937K -$52.1K -239 -5%
AMM
1056
American Money Management
California
$936K -$8.07K -37 -0.9%
BWP
1057
BSW Wealth Partners
Colorado
$933K -$106K -486 -10%
AG
1058
Advocate Group
Minnesota
$932K +$46.4K +213 +5%
CIBC World Market
1059
CIBC World Market
Ontario, Canada
$931K +$159K +730 +21%
NFP
1060
NorthLanding Financial Partners
New York
$927K -$29.2K -134 -3%
MIG
1061
McGuire Investment Group
Rhode Island
$924K -$3.27K -15 -0.4%
HIA
1062
Harbor Investment Advisory
Maryland
$922K +$61.7K +283 +7%
FW
1063
Fairway Wealth
Ohio
$919K – – –
LWM
1064
Luminvest Wealth Management
Arizona
$918K +$401K +1,781 +77%
ECM
1065
Exchange Capital Management
Michigan
$918K +$20.3K +93 +2%
DPI
1066
Diversified Portfolios Inc
Michigan
$916K – – –
Neuberger Berman Group
1067
Neuberger Berman Group
New York
$914K +$23.1K +106 +3%
DI
1068
Disciplined Investments
Oklahoma
$914K +$1.31K +6 +0.1%
RFP
1069
Root Financial Partners
California
$911K +$383K +1,758 +73%
CCA
1070
Conservest Capital Advisors
Pennsylvania
$899K – – –
PP
1071
Patron Partners
Texas
$899K +$118K +541 +15%
BAM
1072
Belpointe Asset Management
Nevada
$899K -$31K -142 -3%
TCM
1073
Traynor Capital Management
Pennsylvania
$898K +$218 +1 +0%
HCM
1074
Hall Capital Management
Rhode Island
$898K +$2.84K +13 +0.3%
RRA
1075
Round Rock Advisors
Connecticut
$894K -$164K -751 -15%
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43
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