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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 %
FW
1076
Fairway Wealth
Ohio
$963K +$50.1K +219 +5%
BFG
1077
Baron Financial Group
New Jersey
$963K +$224K +980 +30%
DPI
1078
Diversified Portfolios Inc
Michigan
$961K -$10.1K -44 -1%
JSL
1079
JT Stratford LLC
Georgia
$957K +$16.9K +74 +2%
DI
1080
Disciplined Investments
Oklahoma
$957K -$4.12K -18 -0.4%
NCTC
1081
New Covenant Trust Company
Indiana
$945K +$945K +4,134 New
TCM
1082
Traynor Capital Management
Pennsylvania
$942K -$54.4K -238 -5%
ECM
1083
Exchange Capital Management
Michigan
$942K -$37.5K -164 -4%
CG
1084
Cynosure Group
Utah
$940K +$19.2K +84 +2%
HCM
1085
Hall Capital Management
Rhode Island
$938K +$36.1K +158 +4%
FIA
1086
Foundations Investment Advisors
Arizona
$936K -$30.9K -135 -3%
Neuberger Berman Group
1087
Neuberger Berman Group
New York
$934K -$59.4K -260 -6%
PD
1088
Planning Directions
Pennsylvania
$932K -$192K -840 -17%
ICG
1089
InterOcean Capital Group
Tennessee
$931K +$223K +976 +32%
AG
1090
Advocate Group
Minnesota
$929K +$62.6K +274 +7%
VFG
1091
V2 Financial group
Illinois
$928K -$35.2K -154 -4%
RWA
1092
River Wealth Advisors
Pennsylvania
$926K +$27.2K +119 +3%
AWM
1093
Aspire Wealth Management
Massachusetts
$924K -$23.5K -103 -2%
BFA
1094
Beaumont Financial Advisors
Massachusetts
$922K +$382K +1,670 +71%
LPAM
1095
Lodestar Private Asset Management
California
$922K +$3.66K +16 +0.4%
CWM
1096
Cahill Wealth Management
Michigan
$921K -$12.1K -53 -1%
EBWM
1097
Eagle Bluffs Wealth Management
Missouri
$915K +$26.3K +115 +3%
E
1098
ETFidea
New York
$911K +$98.8K +432 +12%
EFA
1099
Edge Financial Advisors
Illinois
$909K +$909K +3,953 New
AWM
1100
Adams Wealth Management
Utah
$908K -$2.17M -9,485 -70%
42 43
44
45 46